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This month, I had the absolute pleasure of sitting down with Harris "Kuppy" Kupperman, Founder and Chief Investment Officer of Praetorian Capital.
Kuppy invests in realities rather than biases, and whilst many investors have been prepping for an imminent recession for the last 12 months, Kuppy has sought out the sectors that have continued to show resilience: industrials and energy infrastructure plays.
Many of the latter have performed well despite the weakness in oil. So, what does he think now?
Tune in to hear Harris’s view on global growth, the energy markets, and navigating a world in which commodity investment still lags behind the expected demand over the next few years.
As a reminder, our new Lykeion Research product is now live, so if you want to go deeper down the rabbit hole on investing at the intersection of Macro and Geopolitics, go check out the latest publications here.
Jacob and I co-author this monthly piece and it's where you'll find all my thoughts on what's taking place during these tectonic shifts in the market.
