Join us in this episode as we dive into a lively discussion about the current state of global markets, the impact of geopolitical events, and the fascinating world of finance. Our guest, known as "Le Shrub," shares his unique journey from hedge fund CIO to social media influencer, and how he transformed his insights into a popular Substack.

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.

The world is entering The Great Macro Dreamscape, so it was the perfect time to welcome Paulo Macro to chat "All Things Macro". Paulo has over 20 years of buy- and sell-side experience and first-hand knowledge of LatAm inflation inflation. During the nearly 3-hour macro tour de force, Kuppy and Paulo jumped into many interesting topics like Paulo's "New Big Short", a deep dive into inflation, US Dollar, fiscal driving monetary, and commodities.