1 year ago

Blockworks Macro
98.6K subscribers

Link to 4-week free trial for Kuppy’s Event Driven Monitor (KEDM): https://link.kedm.com/forward. Use special coupon code kedm1ref to get $1,000 off your first year’s subscription. NOTE: to get $1,000 off, you must use the link AND the coupon code.

Today Jack welcomes two investors who have navigated the turbulent markets over the past two years very well: Porter Collins of Seawolf Capital and Harris “Kuppy” Kupperman of Praetorian Capital and Kuppy’s Event Driven Monitor (KEDM). Kuppy explains why the Fed’s job is tough and will only get tougher if the price of oil surges once again. Porter and Kuppy tell Jack why they are very bullish on oil, coal, and uranium as an energy crisis threatens to tip the world into recession, and they discuss some individual companies that each of them thinks can benefit from this strange macro environment.
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Follow Harris “Kuppy” Kupperman on Twitter: https://twitter.com/hkuppy
Follow Porter Collins on Twitter: https://twitter.com/Seawolfcap
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More info about Praetorian Capital can be found here: https://www.pracap.com/
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Disclosure: KEDM is a research partner of Forward Guidance. Blockworks receives a share of proceeds for each conversion to KEDM using discount code kedm1ref. For any questions, email info@kedm.com or jack@blockworks.co
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00:00 Intro
01:07 Overall Macro Thesis
11:22 Is The Fed Still Behind The Curve?
16:06 The Bull Case For Oil
22:57 The Sovereign Bond Bubble Is Bursting
30:28 "The Dollar's Strength Will Be Proven Wrong"
35:06 Shorting Stocks In This Macro Environment
40:16 Coal, Nuclear, Natural Gas, and Oil
55:51 Outlooks on Risk Assets and Earnings Season
1:02:41 A Market Crash
1:04:37 Special Info About Kuppy's Event Driven Monitor (KEDM)
1:11:19 “KEDM promotion”
1:12:16 Outro
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.