428 TIP. Is Russia the Most Contrarian Investment? w/ Harris “Kuppy” Kupperman

Harris “Kuppy” Kupperman is the CEO Praetorian Capital Management, a hedge fund that focuses on major macro themes. He is also the CEO of Mongolia Growth Group, which is a publicly traded company listed in Canada.

Kuppy’s approach is similar to a swiss army knife. We discuss how he uses buy and hold, leverage, options, futures, and indexes all in a heavily concentrated portfolio. I hope you enjoy it as much as I did, here is my conversation with Harris “Kuppy” Kupperman.

IN THIS EPISODE, YOU’LL LEARN:
0:00:00 – Intro
0:00:20 – The recent events with Russia and how buying Russian assets might be the most contrarian trade in today’s markets. 
0:02:59 – RSX index and MOEX index
0:04:29 – The forecast for oil, which is a number that might surprise you. 
0:09:32 – The driving factors behind oil’s price movement.
0:16:06 – Gold
0:17:57 – His massive trade on Bitcoin and how he compares it to gold.
0:21:37 – Gold vs Bitcoin
0:23:01 – His biggest current position is in Uranium.
0:31:29 – The pivot away from real estate for Mongolia Growth Group.
0:35:54 – Potentially undervalued stocks in US real estate.

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