The Meb Faber Show - Better Investing Louis-Vincent Gave & Harris “Kuppy” Kupperman: De-Dollarization, De-Sinafication & The Commodity Bull Market | #511
54 snips
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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Locations, Memes, and Property Development
02:06 • 2min
The Geopolitical Mistake of Trade Restrictions on China and Russia
04:13 • 24min
Market sentiment, Costco gold bars, and the significance of uranium in electricity production
28:35 • 3min
The Uranium Market: Factors, Demand, and Challenges
31:57 • 9min
Investors Ignoring Aviation Industry Potential
40:57 • 25min
Criticism of Calpers and the Absurdity of their Job Description
01:06:03 • 8min