Happy Hour with Kuppy and friends

“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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“The Bull Case for Venezuela” with Daniel Rottenberg

November 17, 2023

After years of international sanctions and a domestic economic crisis Venezuela has certainly 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 Carcas 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 prior to the easing of sanctions.

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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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“Metamorphosis of the Old Economy” Happy Hour with Bob Robotti

June 30, 2023

Legendary value investor Bob Robotti joins Kuppy to discuss his outlook on a number of "old economy" businesses and sectors that have undergone tremendous transformations after a decade of capital starvation and have him feeling like "a kid in a candy store" when he looks at many of these opportunities. Together they discuss OSVs, homebuilders, lumber producers, China's economic woes and role in global industrial demand, the relative lack of competition in the value investing space, and much more...

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“Big Short” Happy Hour with Porter Collins

April 14, 2023

Given the tremors reverberating through markets and the banking system we thought it was the perfect time to bring on hedge fund manager, "Big Short" legend, and KEDM subscriber Porter Collins of Seawolf Capital to talk about similarities and differences between now and the GFC and get a feel for how he is navigating the turbulence. Kuppy and Porter discuss the current market environment, how they each like to trade in markets like this, how Porter uses KEDM, and the individual names both short and long Porter is watching right now.


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Natural Resources Happy Hour with Warren Irwin

March 3, 2023

Warren Irwin has been one of the best performing natural resources hedge fund managers since he launched Rosseau Asset Management in 1998, and more recently has become one of the more prominent uranium bears even though he’s actually long. In this happy hour discussion he outlines his uranium bear case and touches on other commodities like copper, nickel, metallurgical coal, and oil.


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Project Zimbabwe Happy Hour Webinar with Erik Renander

January 27, 2023

We’ve all probably heard Kuppy talk about “Project Zimbabwe” but what is actually like to live and invest in the country second only to Weimar Germany in its association with hyperinflation? If anybody has that answer it’s Erik Renander. From 2013 to 2021 Erik ran the Hedge Invest Africa Opportunities Fund where he regularly took research trips to Nigeria, Egypt, Kenya, Zambia, and Zimbabwe where he got to see first hand how hyperinflation effects daily life and asset prices.

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