Russian Stock Market w/ Harris 'Kuppy' Kupperman (TIP428)

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Harris “Kuppy” Kupperman is the CEO Praetorian Capital Management, a hedge fund that focuses on major macro themes. He is also the CEO of Mongolia Growth Group, which is a publicly traded company listed in Canada.

Kuppy’s approach is similar to a swiss army knife. We discuss how he uses buy and hold, leverage, options, futures, and indexes all in a heavily concentrated portfolio. I hope you enjoy it as much as I did, here is my conversation with Harris “Kuppy” Kupperman.

IN THIS EPISODE, YOU'LL LEARN:
0:00:00 - Intro
0:00:20 - The recent events with Russia and how buying Russian assets might be the most contrarian trade in today’s markets. 
0:02:59 - RSX index and MOEX index
0:04:29 - The forecast for oil, which is a number that might surprise you. 
0:09:32 - The driving factors behind oil’s price movement.
0:16:06 - Gold
0:17:57 - His massive trade on Bitcoin and how he compares it to gold.
0:21:37 - Gold vs Bitcoin
0:23:01 - His biggest current position is in Uranium.
0:32:39 - The pivot away from real estate for Mongolia Growth Group.
0:36:04 - Potentially undervalued stocks in US real estate.

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DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.
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TheInvestorsPodcastNetwork
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best interview w Kuppy so far, love the range of questions and staying on topic 👍🏻👍🏻👍🏻

liveforyouonly
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Great video! Thanks for this awesome content. I look forward to signing up for your guest's Adventures in Capitalism blog

Skyler
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$RSX is at a 514% premium to its underlying stocks. Thus, you are paying over 5x for the underlying value.

mutantryeff
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Funny, this interview is already too old

MAchannel
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Just a general question: If you can't refine the uranium wouldn't that lead to lower raw uranium prices. After all if it's continued to be mined and can't be refined, raw uranium would become over supplied wouldn't it.

kimbeyjay
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Might as well throw your money in the fire place.

Alluic
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he bought russian stocks before they delisted and lost 90%

loupasternak