66 min listen
Kuppy: Oil and uranium could soar as high as…
FromWall Street Unplugged - What's Really Moving These Markets
Kuppy: Oil and uranium could soar as high as…
FromWall Street Unplugged - What's Really Moving These Markets
ratings:
Length:
40 minutes
Released:
Mar 3, 2022
Format:
Podcast episode
Description
Listener favorite Harris “Kuppy” Kupperman, chief investment officer at Praetorian Capital and author of Kuppy’s Event Driven Monitor (KEDM), is back on the show today. We kick it off with a discussion of the economic sanctions placed on Russia. Are they enough, and what about the risks to global businesses? Kuppy explains why the situation could lead to Lehman Brothers-scale bankruptcies outside of Russia. [2:30] One beneficiary of the market uncertainty is oil. Listen as Kuppy breaks down why today’s high prices are only the beginning… [7:40] Uranium continues to move higher as governments look to replace “dirty energy” like coal and oil. Kuppy shares what investors should pay attention to beyond the price of uranium… how he’s investing in the sector… and the most contrarian trade in today’s market. [16:00] Finally, Kuppy’s newsletter, KEDM, is a great idea generator. He gives us the background story on how it got started… and who his research helps. [26:50] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
Released:
Mar 3, 2022
Format:
Podcast episode
Titles in the series (100)
Episode 6 - Marc Lichtenfeld and Andrew Horowitz give their favorite stock picks for 2010: Frank discusses biotech and healthcare with analyst Marc Lichtenfeld from the Oxford Club. Also, Andwer Horowitz from The Disciplined Investor breaks down the economy and what stocks have the most upside potential in the first few months of 2010. by Wall Street Unplugged - What's Really Moving These Markets