Red Bull and Vodka Economy (guest: Harris Kupperman ‘Kuppy’)

1

Introduction

00:00 • 2min

2

The Zero Days Till Expiration Option

01:51 • 3min

3

The Effect of Zero TDE on Intraday Volatility

05:20 • 6min

4

Journey Energy: A Stock Pick for the First Time in About Six Months

11:13 • 2min

5

How to Buy Oil Wells for Pennies in the Dollar

13:23 • 4min

6

How to Trade Oil Outside of Services

16:57 • 4min

7

The Market Is Not Described as Much Value to Permian Acreage

20:45 • 4min

8

The Value of Gas Generation Assets

25:11 • 2min

9

The Future of Oil

27:18 • 4min

10

The Risks of EMPs

31:08 • 5min

11

The Caris Gell Guy's Change of Opinion on Housing

35:52 • 2min

12

The Two-Speed Economy

38:05 • 3min

13

How to Take Advantage of the New Two-Speed Economy

41:26 • 4min

14

How to Take Profit

45:26 • 6min

15

The End Game of the Uranium Participation Unit

51:07 • 4min

16

The Explosion of Spots

55:33 • 4min

17

How to Follow a Real Person on Twitter

59:59 • 5min

18

The Best Stock Market in the G10 Over the Next Five Years

01:05:02 • 2min

19

The Importance of ESG in the Markets

01:07:28 • 4min

20

The Forest Fires in Puerto Rico

01:11:47 • 3min

21

How to Enjoy Your Move to Puerto Rico

01:14:42 • 4min

22

The Market Huddle Puerto Rico

01:18:46 • 2min

23

The Japanese Monetary Policy Statement and the US Dollar Yen

01:20:25 • 2min

24

The Job Market Is Starting to Show Signs of Stress

01:22:43 • 2min

25

The S&P 500 Closed the Trading Day Down 43 Points

01:25:12 • 2min

26

The Dollar's Reversal

01:27:41 • 4min

27

The Dollar Pullback

01:31:36 • 2min

28

The Dollar Index Is a Meaningful Upper Boundary of the Dollar

01:33:23 • 2min

29

The Biggest Oil of Both Thesis

01:35:33 • 2min

30

The Fundamental Reason for Crude Oil to Go Higher

01:37:07 • 2min

31

The Wife Maker Trade's Volatility

01:38:49 • 1min

32

The Currency Whisperer's Update on Neck Gas Prices

01:40:19 • 2min

33

Neck Gas Bottoms

01:42:10 • 2min

34

Corn and Wheat Are Not Doing Well

01:43:51 • 2min

35

The Fed's Grassroots of 2024 Trade

01:46:20 • 2min

36

The Junk Bond Market and the Economic Downturn

01:48:18 • 2min

37

The New Still Nameless Segment

01:50:10 • 4min

38

The Importance of Trend Following in Long Term Wealth

01:53:48 • 2min

39

The Importance of Trend Following

01:56:03 • 2min

40

The Frustration of Stock Market Crash

01:58:00 • 2min

41

The Importance of a One-Time Adjustment

01:59:53 • 3min

42

The Origins of the Word Goochr

02:03:06 • 2min

43

Skin in the Game: How to Win on Bitcoin

02:04:57 • 2min

44

How to Be a Good Gambler

02:06:31 • 2min

45

The Two Year Yield Is at 482 Trading a New Closing High

02:08:09 • 6min

46

How to Ride the Curve and Make Money in Emerging Market Countries

02:13:51 • 3min

47

The Treasury General Account in 2023

02:16:36 • 4min

48

The Risk of a TGA Default

02:20:40 • 2min

49

How to Rate a Beer

02:22:51 • 4min

50

Kunk, C-U-N-K on Earth

02:27:00 • 2min

51

How to Be a Better Cat Lady

02:28:54 • 2min

52

The Lord of the Rings Prequel

02:30:25 • 2min