How to Profit in a Crash or a Boom ft. Harris Kupperman
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- เผยแพร่เมื่อ 1 ต.ค. 2023
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Kuppy and Louis-Vincent Gave share where they see opportunity in this uncertain macroclimate
In part 8 of our Crash or Boom series, Ash Bennington welcomes Harris “Kuppy” Kupperman, founder and CIO of Praetorian Capital, and Louis-Vincent Gave, CEO of Gavekal Research to learn their global economic outlook and why they think a boom is coming for emerging markets and uranium.
CHAPTERS
1 An Incoming Cycle of Greater Volatility? 02:12
2 The United States of Dual Deficits: Fiscal and Current Account 0:15:34
3 How Are Kuppy and Louis-Vince Positioning Their Portfolios? 0:22:44
4 Kuppy Talks Energy & Uranium 0:27:15
5 Emerging Markets 0:37:40
6 Viewer Questions 0:46:30
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CHAPTERS
1 An Incoming Cycle of Greater Volatility? 02:12
2 The United States of Dual Deficits: Fiscal and Current Account 0:15:34
3 How Are Kuppy and Louis-Vince Positioning Their Portfolios? 0:22:44
4 Kuppy Talks Energy & Uranium 0:27:15
5 Emerging Markets 0:37:40
6 Viewer Questions 0:46:30
Wow - Real Vision is Back. Kuppy & Louis are geniuses 🎉
Wow! Really enjoyed these lads.👍
2 fantastic guests 👍👏
two great guests - thank you
Great interview. Thank you very much. These guys have quite a bit of wisdom.
Great interview with Kup and LVG and letting guests talk
This was one of the best interviews ever. Thank you
This was fantastic. Perhaps my favorite ever RV interview
Agreed, fantastic conversation 👍👍🙏😊
Super conversation. Thanks RV!
Exceptional interview 🎉
More Kuppy, please. It has been too long since this show aired.
Love your labeling of WHO you have on your show. Great Job
$VAL and $TDW are kuppies favorite oil plays
MVGA!! 🤣🤣👍🖖
An awesome, eye-opening conversation; Thank You all for you time. Cheers. Regarding Nuclear, wait till you see Fusion from Helion Energy...
Thanks for watching!
The best
Great interview . 💪 .
Great episode
Nice!!
"nobody talks about how China has become the worlds biggest car exporter" .... literally everyone is talking about it. its been front page of the FT at one stage. And its being discussed right now in the European Commission as it related to subsidies.
great interview but we don't live in real economy hence the next step will be yield curve control..
So every video on youtube loads except for this one. Just a blank box.
Interesting interview but a bit of an echo chamber. would have been interesting to have guests that at least had some opposing views.
Move to florida , instead of paying taxes you can pay insurance, just make sure your house has stilts for when they cancel it
Ever heard of property taxes?
Be careful... All the manufacturing is coming back.... It will take 5 to 10 years with Mexico, SE US & Midwest being the largest benefactors... Real Vision seems to be missing this important key... My area of expertise and it was missed because GDP is NOT a real measure when you move mfg. back & forth but the sales has stayed in the US...
Can you actually give names on your portfolio...
He is asking Harris Kupperman to explain the basics of economics??
that garbage Canada stonk he pimped is tanking
Tofu dreg nuclear ...cool
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