We’ve all probably heard Kuppy talk about “Project Zimbabwe,” but what is it actually like to live and invest in the country second only to Weimar Germany in its association with hyperinflation?
If anybody has that answer, it’s Erik Renander. From 2013 to 2021, Erik ran the Hedge Invest Africa Opportunities Fund, where he regularly took research trips to Nigeria, Egypt, Kenya, Zambia, and Zimbabwe, where he saw firsthand how hyperinflation affects daily life and asset prices.
Join us for an insightful episode as we dive into the world of finance with Derek, the founder of Gator Capital, a boutique investment advisory firm specializing in the financial services sector. With over 17 years of experience, Derek shares his journey from working at Fannie Mae to running a successful investment firm.
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.