Kuppy touches base with Max Wiethe over at Real Vision for a great interview where they discuss how Kuppy is dealing with the fact that many of what he considers to be the best trades also seem the most obvious and consensus trades. Kuppy outlines why he thinks higher oil, inflation, and most importantly, higher wages, which facilitate a wealth transfer from capital to labor, are not a symptom of misguided policy, but an outright policy goal. He will touch on what he believes to be the simplest and best trade for these opportunities and explain the mechanics making long-dated options on oil futures so ridiculously cheap.” And of course, Kuppy touches on some of the event driven opportunities he is most focused on…
Tune in here…
