We want to thank Paulo Macro for joining us on Friday for our “All Things Macro” Happy Hour. Beer and wine were flowing and we jumped into a ton of interesting topics like Paulo’s “New Big Short”, a deep dive into inflation, US Dollar, fiscal driving monetary, and of course commodities. Rather than offer the raw transcripts as we typically do for these Happy Hours, we decided to do our part in supporting NVDA and plugged the video into an AI. Below is the condensed transcripts/summary (don’t fault us if AI turned in something wonky/racist). And of course be on the lookout for full video in the Member Portal next week…
Kuppy’s Event Driven Monitor (“KEDM”) is not a financial or investment advisor and the information contained in this publication is not intended to constitute legal, accounting, or text advice or individually-tailored investment advice and is not designed to meet your personal financial situation. The investments discussed in this publication may not be suitable for you. You are required to conduct your own due diligence, analyses, draw your own conclusions, and make your own investment decisions. Any areas concerning legal, accounting, or tax advice or individually-tailored investment advice should be referred to your lawyers, accountants, tax advisors, investment advisers, or other professionals registered or otherwise authorized to provide such advice. KEDM makes no recommendations whatsoever regarding buying, selling, or holding a specified security, a class of securities, or the securities of a class of issuers, and all commentary is for educational purposes only. The investment examples noted are intended to provide and example of the events and data KEDM flags each week and is not representative of typical returns generated by each event or any future returns.
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Paulo Macro Kliff Notes
A low frequency but juicy strategy where the edge is government incompetence.
Let’s dig in…
We want to thank Paulo Macro for joining us on Friday for our “All Things Macro” Happy Hour. Beer and wine were flowing and we jumped into a ton of interesting topics like Paulo’s “New Big Short”, a deep dive into inflation, US Dollar, fiscal driving monetary, and of course commodities. Rather than offer the raw transcripts as we typically do for these Happy Hours, we decided to do our part in supporting NVDA and plugged the video into an AI. Below is the condensed transcripts/summary (don’t fault us if AI turned in something wonky/racist). And of course be on the lookout for full video in the Member Portal next week…
Kuppy and Paulo Macro Summary
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Kuppy’s Event Driven Monitor (“KEDM”) is not a financial or investment advisor and the information contained in this publication is not intended to constitute legal, accounting, or text advice or individually-tailored investment advice and is not designed to meet your personal financial situation. The investments discussed in this publication may not be suitable for you. You are required to conduct your own due diligence, analyses, draw your own conclusions, and make your own investment decisions. Any areas concerning legal, accounting, or tax advice or individually-tailored investment advice should be referred to your lawyers, accountants, tax advisors, investment advisers, or other professionals registered or otherwise authorized to provide such advice. KEDM makes no recommendations whatsoever regarding buying, selling, or holding a specified security, a class of securities, or the securities of a class of issuers, and all commentary is for educational purposes only. The investment examples noted are intended to provide and example of the events and data KEDM flags each week and is not representative of typical returns generated by each event or any future returns.