57 min listen
Inflation Is Not Transitory, And Neither Is The Bear Market In Atrocious Companies | Harris Kupperman
FromForward Guidance
Inflation Is Not Transitory, And Neither Is The Bear Market In Atrocious Companies | Harris Kupperman
FromForward Guidance
ratings:
Length:
60 minutes
Released:
Dec 10, 2021
Format:
Podcast episode
Description
With fund managers keen to lock in gains from a lucrative year, the “pain trade” is here, says Harris “Kuppy” Kupperman. Moreover, pie-in-the-sky technology companies are falling back to earth, threatening to bring the entire market down with them. Yet Kuppy remains bullish on risk assets because in his “Project Zimbabwe” framework wherein inflation runs rampant as central banks remain hopelessly behind the curve, going long is the way to go. Kuppy argues that oil futures are the assets that will benefit most from inflation because ESG (environmental, social, and governance) mandates will depress supply. Kuppy, the publisher of Kuppy’s Event Driven Monitor (KEDM), also shares several idiosyncratic trades ranging from Uranium to paper. Kuppy and Blockworks’ Jack Farley also discuss China, Robinhood, and United States Oil ETF ($USO).
Released:
Dec 10, 2021
Format:
Podcast episode
Titles in the series (100)
The Unwinding of the Long Term Debt Cycle | Lyn Alden by Forward Guidance