Is There a Bear Thesis?

Today’s guest is Harris Kupperman, but you may know him as Kuppy! He’s the founder and CIO of Praetorian Capital, a global micro hedge fund. In today’s episode, Kuppy shares why the macro set up today leads him go be as bullish on oil as it gets. He touches on the Fed, OPEC, ESG, and how he’s implementing this trade.

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Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. 

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Source: (2022, September 13). Wall St suffers worst sell-off since June 2020 after inflation data. Financial Times

Source: (2022, September 19). Fund managers pitch ‘alts’ to retail investors as institutions max out. Financial Times

Source: (2022, September 30). Inflation punches Wall Street again, ending knock-down quarter. Reuters

Source: (2022, June 24). State of the Art Market: An Analysis of Global Auction Sales in the First Five Months of 2022. Artnet News.

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