Join us for another exciting episode of KEDM Happy Hour! In this episode, our hosts dive deep into the tumultuous year of 2024 and share their thoughts on the upcoming opportunities in 2025. They discuss market trends, the impact of AI, and the dynamics of various sectors including emerging markets, privatizations, and energy.

Kuppy and our resident expert LVG dived deep into the complexities of the Chinese economy and stock market. We explored the current state of Chinese equities, the impact of low valuations, and the potential for accelerated earnings. Louis shared his fascinating journey from a military officer to a finance expert, highlighting his experiences in Asia during pivotal economic moments.

With gold breaking out and Project Zimbabwe in full swing, we want to discuss all things gold, gold miners, and crisis investing with natural resources speculator and author Doug Casey. He literally wrote the book “Crisis Investing” and has certainly been around the block on all things gold and mining. He has spent the last 4 decades traveling, living, and investing in some of the world’s most natural resource-rich and politically backward jurisdictions. When it comes to investing in miners, he’s seen it all, and during his travels to see these mines, he has been the AnCap libertarian thorn in the side of the kleptocrats responsible for much of their country’s economic woes. Bottomline, he is our kind of guy…

Kuppy sits down with shipping expert and Director at Marhelm, Charles Bonner. 2024 is shaping up to be "The Year of Disruption" in the shipping sector. Between Houthi rebels stifling transport through the Red Sea and Suez Canal and a massive drought slowing transport through the Panama Canal, the year is already off to a hot start for the sector.