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Happy Hour with Kuppy and friends
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