[REPLAY] Harris Kupperman (Praetorian Capital): Brazil, Commodities, and Strategy

About this episode

Harris Kupperman returns to discuss Brazil, commodities, and various investing strategies.

Kuppy is back on The Value Hive. It's been too long since Kuppy has joined the podcast. This week, we chat Brazil, commodities, mean reversion, bombed-out industries/sectors, and investor strategy. We spent a lot of time on investing strategy, intra-year adjustments, and how to deal with disappointing yourself versus the opportunity set. I loved this conversation. Lots to learn and implement into your practice. NOTHING YOU HEAR IS INVESTMENT ADVICE. THIS IS EDUCATION/ENTERTAINMENT ONLY.

People in this episode

Host: Brandon Beylo

Guest: Harris Kupperman

Topics covered

• Brazil
• commodities
• investing strategy
• mean reversion
• bombed-out industries
• intra-year adjustments

Keywords

• Harris Kupperman
• Brazil
• commodities
• investing strategy
• mean reversion
• investment advice

Mentioned in this episode

Organizations: Praetorian Capital

Places: Brazil

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