Videos

Happy Hour with Kuppy and friends

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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