Menu
Happy Hour with Kuppy and friends
The planned fertilizer specific happy hour had to be cancelled due to conflicts with the guest, so instead Max stepped in to moderate an Ask Me Anything with Kuppy. We touched on recent moves in energy markets, uranium, rates and other big picture themes Kuppy is focussed on. Kuppy also explains how his market views have evolved as the Fed has continued to hammer home a message of higher terminal rates for longer than the market is pricing in.
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.
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.
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!
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!
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.
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.
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