TIP428: Is Russia the most contrarian investment? w/ Harris "Kuppy" Kupperman
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Stig Brodersen
4.6 • 3.6K Ratings
🗓️ 6 March 2022
⏱️ 53 minutes
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| 0:00.0 | You're listening to TI-P. |
| 0:03.2 | On today's show we have Harris Cupperman, or as most would call him, CUPI. |
| 0:07.7 | CUPI is the CEO of Praetorian Capital Management, a hedge fund that focuses on major macro |
| 0:12.6 | themes. |
| 0:13.6 | He is also the CEO of Mongolia Growth Group, which is a publicly traded company listed |
| 0:17.6 | in Canada. |
| 0:18.6 | In this episode we discuss the recent events with Russia and how buying Russian assets |
| 0:23.1 | might be the most contrarian trade in today's markets. |
| 0:26.1 | His forecast for oil, which is a number that might surprise you. |
| 0:29.4 | The driving factors behind oil's price, his massive trade on Bitcoin and how it compares |
| 0:34.3 | to gold, the pivot away from real estate from Mongolia Growth Group, his biggest current |
| 0:38.9 | position, which is uranium, potentially undervalued stocks in US real estate and a whole lot |
| 0:43.9 | more. |
| 0:44.9 | Cuppies approach is similar to a Swiss Army knife. |
| 0:47.3 | We discuss how he uses buy and hold, leverage, options, futures, and indexes all in a heavily |
| 0:52.4 | concentrated portfolio. |
| 0:54.0 | I hope you enjoyed as much as I did. |
| 0:56.0 | Here's my conversation with Harris Cuppie Cupperman. |
| 1:03.0 | You are listening to the Investors Podcast, where we study the financial markets and read |
| 1:08.0 | the books that influence self-made billionaires the most. |
| 1:11.2 | We keep you informed and prepared for the unexpected. |
| 1:23.4 | Welcome to the Investors Podcast, I'm your host, Tray Lockerbie, and today we have |
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