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TIP428: Is Russia the most contrarian investment? w/ Harris "Kuppy" Kupperman

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IN THIS EPISODE, YOU’LL LEARN:

  • 01:33 - The recent events with Russia and how buying Russian assets might be the most contrarian trade in today’s markets. 
  • 05:05 - The forecast for oil, which is a number that might surprise you. 
  • 05:57 - The driving factors behind oil’s price movement.
  • 23:27 - His massive trade on Bitcoin and how he compares it to gold.
  • 24:32 - His biggest current position is in Uranium.
  • 31:17 - The pivot away from real estate for Mongolia Growth Group.
  • 37:56 - Potentially undervalued stocks in US real estate.
  • And a whole lot more!


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.


BOOKS AND RESOURCES:

  • Kuppy's Blog.
  • Praetorian Capital's Website.
  • KEDM's Website.
  • Kuppy's Twitter.
  • Trey Lockerbie's Twitter.
  • Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool.
  • New to the show? Check out our We Study Billionaires Starter Packs.
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  • Yieldstreet allows you to invest beyond the stock market with an evolving marketplace of alternative investments. Create your account today.
  • Get access to some of the most sought-after real estate in the U.S. with Crowdstreet.
  • Get in early on medical technology, breakthroughs in ag-tech and food production, solutions in the multi-billion dollar robotic industry, and so much more with a FREE OurCrowd account. Open yours today.
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  • Have a business checking that’s built for you, will go the distance with you, and admires your brave – Novo. The Investor’s Podcast Network listeners get access to over $5,000 in perks and discounts
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  • Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.
  • Send, spend and receive money around the world easily with Wise.
  • Be part of the solution by investing in companies that are actively engaged in integrating ESG practices with Desjardins.
  • See the all-new 2022 Lexus NX and discover everything it was designed to do for you. Welcome to the next level.
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  • Browse through all our episodes (complete with transcripts) here.
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