Join us for an insightful end-of-year review as we reflect on a volatile 2025 in the financial markets. In this episode, we discuss missed opportunities, sector performance, and our outlook for the year ahead.

Join us for an timely episode of the KEDM Happy Hour as we welcome back Erik from YWR! After two and a half years, Erik shares his insights on the latest trends in the stock market, macroeconomic shifts, and his recent trip to China.

Join us for this exciting episode of the KEDM Happy Hour, where Roderick dives deep into the world of finance, investment strategies, and market insights. As day one subscribers of KEDM, they share their experiences and thoughts on various investment themes, including value investing, stock-specific research, and the importance of management teams in driving company performance.

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.

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.

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.

2023 has come to a close, and what better way to wrap it up than with a discussion of the themes that defined markets in 2023? Kuppy answers questions from the audience and looks forward to 2024.

After years of international sanctions and a domestic economic crisis, Venezuela has undoubtedly been beaten up and starved of capital. Things are changing, though, and on October 18, 2023, the Biden administration partially reduced sanctions against the Venezuelan Oil sector, perhaps signaling changing tides for relations with Caracas and a catalyst for capital to return to the country.

That’s why we’ve brought Daniel Rottenberg, founder of Arqos Capital, the largest foreign investor in Venezuelan Real Estate. Daniel will discuss the progress he’s seen in the Venezuelan economy even before the easing of sanctions.