We Study Billionaires - The Investors Podcast

Trey Lockerbie sits down with Harris Kupperman, or as most would call him, “Kuppy.” Kuppy is the CEO of Praetorian Capital Management, a hedge fund that focuses on major macro themes. They discuss how Kuppy uses to buy and hold, leverage, options, futures, and indexes all in a heavily concentrated portfolio. IN THIS EPISODE, YOU’LL LEARN: 01:33 - The recent events with Russia and how buying Russian assets might be the most contrarian trade in today’s markets.  05:05 - The forecast for oil, which is a number that might surprise you.  05:57 - The driving factors behind oil’s price movement. 23:27 - His massive trade on Bitcoin and how he compares it to gold. 24:32 - His biggest current position is in Uranium. 31:17 - The pivot away from real estate for Mongolia Growth Group. 37:56 - Potentially undervalued stocks in US real estate. And a whole lot more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Co