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Happy Hour with Kuppy and friends

Uranium Happy Hour with Adam Rodman and Arthur Hyde

September 30th, 2022

Kuppy is joined by two of the most prominent uranium and nuclear energy focussed investors in the business. They discuss the path forward for nuclear energy across the globe, dispel common misconceptions about how uranium trades, and explain how their hedge fund Segra Capital has adjusted to the “factorizing” of the sector that comes from generalist interest.

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Happy Hour with Michael Kao

August 12th, 2022

While Kuppy is on vacation in Europe, Michael Kao of Akanthos Capital Management sat down with Max Wiethe to discuss his own event driven style of trading, current market views, and outlook for the macro themes that matter like inflation, the Fed pivot debate, and geopolitical issues like the Taiwan. He also discusses some of his more concentrated bets in a PE shale play in the Permian and a SPAC warrant he owns in SIZE.

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"Ask Kuppy" Special Happy Hour

June 30th, 2022

Kuppy sits down for an ask me anything happy hour on the one year anniversary of KEDM’s official launch as a paid service. He answers KEDM member questions on everything from the rough month for oil and other commodities, to how he is thinking about recession risk and the housing market, to the Ponzi trade, and much much more. Sit back, relax, and enjoy!

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Happy Hour with Carson Block

June 10th, 2022

Kuppy is joined by the guy that went after Chinese ShitCos before it was fashionable, spurring a new era in independent short selling research. With the markets rolling over and entering a “cleansing” stage, i.e. zeroing the Ponzi sector, we thought it would be a great time to speak with THE expert. We are lucky to have Carson Block, of Muddy Waters, joining us to chat all things short selling, fraud and Ponzi. This one was a lot of fun and Carson did not pull any punches!

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Berky Live Happy Hour with Bob Robotti & Josh Young

April 29th, 2022

Kuppy is joined in Omaha by Bob Robotti, founder of Robotti Advisors, and Josh Young, CIO of Bison Interests to discuss “The Revenge of the Old Economy.” After nearly a decade of capital starvation industries like energy, petrochemicals, and homebuilders might be poised to have their revenge and an extended period of outsized profits. Historically high prices have been the cure for high prices in these industries but for a number of reasons managers and investors alike have not prioritized investing in expanded production this time around. Each panelist discusses the broader factors leading to this setup, the reasons why they think expanding production in these industries will be slow, and breakdown one of the three sectors listed above.

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Happy Hour with Bill Hamlen

March 25th, 2022

Prices are surging as lingering supply chain disruptions, political sanctions, and years of underinvestment shock commodity markets. So, it’s the perfect time for Kuppy to sit down with physical commodity trader extraordinaire Bill Hamlen who spent decades trading heavy fuel oil for the likes of Westport and Vitol. Bill break’s down how physical traders react to highly volatile environments like this one, his own outlook for commodity prices and energy equities, and the major blindspots he thinks investors and politicians have at the moment.

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Happy Hour with Marc Faber

February 4th, 2022

Kuppy sits down with the legendary Marc Faber for KEDM’s February Happy Hour! Marc is known to be ahead of big trends and outspoken…and he doesn’t disappoint in either category as he dives into his global macro views and some of his current positions. You can find more from Marc over at www.GloomBoomDoom.com

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Happy Hour with Mike Alkin

November 5th, 2021

Kuppy sits down with Mike “Mr. Uranium” Alkin for this happy hour! Mike is the founder of Sachem Cove Partners, which manages one of the largest and longest-standing uranium-focused hedge funds out there.

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Happy Hour with Josh Young

October 8th, 2021

Kuppy dives into the Energy sector with Josh Young.  They discuss the current situation in the Oil and Gas sector, Josh’s edge, and debate how they are each positioned (futures vs. equity). 

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Happy Hour with Kevin Muir

September 3rd, 2021

A 3 hour tour de force with the legend and Macro Tourist, Kevin Muir, that ranges from how to position for trends to maintaining a proper trading mindset.

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Crisis Investing Happy Hour with Doug Casey

April 12, 2024

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 on “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 backwards 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…

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“Houthi” Shipping Happy Hour with Charles Bonner from Marhelm

January 26, 2024

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. Kuppy and Charles discuss the outlook for order books across shipping subsectors, some of Charles's favorite plays on the Red Sea crisis, and why he thinks the sector was looking strong even before the current situation developed.

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2023 Year End Kuppy AMA Happy Hour

December 15, 2023

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.

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“Allocator’s Perspective” Happy Hour with Marcus Frampton

October 20th, 2023

Marcus Frampton is CIO of the $75bn Alaska Permanent fund, the sovereign wealth fund of the State of Alaska. In this conversation with Kuppy, Marcus demystifies the world of institutional allocators, explaining how he and his counterparts make decisions with their massive stacks of capital, how much leeway CIOs like him have to make major allocation changes, and his particularly informed perspective on private market asset classes that have come to dominate the institutional investing world. As well, he touches on some of the Event-Driven trading strategies he likes in his PA.

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Citizenship Investing Happy hour with Basil Mohr Elziki

August 25, 2023

Closed borders, restricted movement, currency controls, authoritarianism, rigged elections, and fuktards for politicians. No, we aren’t talking about a 3rd world dictatorship, we are talking about the global pendulum that seems to be swinging- turning DMs into EMs. Basil Mohr Elziki dives into how to become a global citizen and answer our questions about dual citizenship and getting a second passport. Basil is a Managing Director over at Henley & Partners, the global leaders in citizenship and residency investing programs. They work with both High Net Worth Individuals looking to take advantage of existing programs, and governments looking to develop or improve their own programs and attract foreign investors.

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Deflation Happy Hour with Mike Green

July 28th, 2023

Mike Green, Portfolio Manager and Chief Strategist for Simplify Asset Management comes to KEDM to discuss his bearish macro outlook with Max Wiethe. Mike details the disinflationary and outright deflationary indicators that he's seeing flashing bright red. He also explains why the massive spike in bankruptcies we are seeing has not translated to wider credit spreads and highlights the many contradictions he sees with the strong housing and labor market narratives.

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