| We are entering a golden age of macro investing says Harris Kupperman, or “Kuppy” as he’s colloquially known. Kuppy is the founder and CIO of Praetorian Capital, where he publishes an excellent, free investor letter (link below) that I read regularly. In it, he’s written about the “great macro dreamscape,” where the world unravels largely in response to runaway government debt. While many of Kuppy’s readers took his forecasts in a negative light (and there will be negative fallout, particularly inflation), he is more focused on the opportunities it will create for macro investors. We dig into those opportunities in detail in this interview, with Kuppy sharing specific areas—including offshore energy—that he likes. We also discuss his success with uranium, and how our tense relationship with Russia and many emerging-market nations will accelerate the global race to secure energy and commodities access. Our conversation reinforced my views on the resiliency-driven inflation that lies ahead. Learn about Harris Kupperman’s free investor letter here: https://pracap.com Follow Harris Kupperman on X (Twitter) here: https://x.com/hkuppy Subscribe to Ed D’Agostino’s free weekly e-letter here: https://www.mauldineconomics.com/go/JM546N/YTB Follow Ed D’Agostino on LinkedIn: https://www.linkedin.com/in/ed-d-agostino-415475296/ Time stamps: 00:00 – Introduction 01:04 – Profiting from macro events that overwhelm everything 04:18 – The golden age of global macro 07:44 – Collapse of a first-world nation 09:37 – US picking fights around the globe 11:00 – Anti-fragile assets 12:52 – A sweet spot for uranium 16:35 – Bubble in the uranium juniors 19:09 – Resiliency-driven inflation 21:24 – The hydrogen science experiment 22:44 – What Kuppy likes right now |
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