About this episode

Harris Kupperman and Roderick van Zuylen discuss macro trends and investment opportunities in the refining industry and Latin American equities amidst global volatility.

Monetary Matters listeners can save $1000 on their first-year subscription to KEDM Research with coupon code mm2026: https://kedm.com/?add-to-cart=4175&apply_coupon=mm2026 Harris Kupperman and Roderick van Zuylen join Monetary Matters to discuss the intersection of thematic macro trends and event-driven catalysts. They dives deep into the severe supply-demand imbalances creating massive tailwinds for the refining industry, alongside the political shifts making Latin American equities a highly lucrative trade. They also discuss the rising volatility driving commodity brokers like Marex, and why the eldercare sector is primed for a breakout due to a halt in new facility construction. Follow KEDM Research on X: https://x.com/KEDM_COM Follow Harris Kupperman on X: https://x.com/hkuppy Follow Roderick van Zuylen on X: https://x.com/roojoo3 Follow Max Wiethe on X: https://x.com/maxwiethe Follow Jack Farley on X: https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Timestamps: 00:00 Intro 01:10 Refiners Theme Setup 02:06 Why Cracks Tightened 05:18 Picking Refiner Winners 08:26 Earnings Path…

People in this episode

Host: Jack Farley

Guests: Harris Kupperman, Roderick van Zuylen

Topics covered

• macro trends
• event-driven catalysts
• refining industry
• Latin American equities
• commodity volatility
• eldercare sector

Keywords

• macro themes
• investment strategies
• refining
• Latin America
• commodity brokers
• volatility
• eldercare sector

Sponsors

KEDM Research

Mentioned in this episode

Organizations: Marex, Stonex

Places: Latin America, Brazil

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