The Meb Faber Show - Better Investing cover image

The Meb Faber Show - Better Investing

Louis-Vincent Gave & Harris “Kuppy” Kupperman: De-Dollarization, De-Sinafication & The Commodity Bull Market | #511

Dec 6, 2023
Louis-Vincent Gave and Harris “Kuppy” Kupperman discuss various interesting topics in this podcast: emerging markets, the impact of the energy transition on commodities like oil and uranium, stealth bull markets in Japan and India, Mag7, Argentina, Turkey, aviation sub-assembly stocks, geopolitical consequences of trade restrictions, market sentiment, uranium market factors and challenges, overlooked potential in the aviation industry, and criticism of Calpers.
01:17:06

Episode guests

Harris “Kuppy” Kupperman
Louis-Vincent Gave

Podcast summary created with Snipd AI

Quick takeaways

  • The aerospace industry is poised for growth as aircraft production ramps up, presenting a potential bull market opportunity.
  • The uranium market is experiencing a significant deficit, driving up prices and creating investment demand.

Deep dives

Bull market in aerospace industry

Despite recent challenges, the aerospace industry is poised for growth as aircraft production ramps up. The backlog for Boeing and Airbus is substantial, with strong demand coming from emerging markets like India, China, and the Middle East. Margins are expected to improve as volumes increase, presenting a potential bull market opportunity in a sector that has been overlooked.

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