Profiting in Kuppy’s “Great Macro Dreamscape”

As promised, we are back with a new interview for Global Macro Update. My guest Harris Kupperman, or “Kuppy” as he’s colloquially known, believes we are entering a golden age of macro investing. [Read Online]( [Global Macro Update] [Global Macro Update] Profiting in Kuppy's "Great Macro Dreamscape" By Ed D'Agostino | June 28, 2024 [Ed D'Agostino] As promised, we are back with a new interview for Global Macro Update. My guest Harris Kupperman, or “Kuppy” as he’s colloquially known, believes we are entering a golden age of macro investing. Kuppy is the founder and CIO of Praetorian Capital, where he publishes an investor letter that I read regularly. In it, he’s written about the “great macro dreamscape,” where the world unravels largely in response to runaway government debt. This aligns in many ways with John Mauldin’s ongoing discussion of cycles. While many of Kuppy’s readers took his forecasts in a negative light (and there will be negative fallout, particularly inflation), he is more focused on the opportunities it will create for macro investors. [ShareÂ]( We dig into those opportunities in detail in this interview, with Kuppy sharing specific areas—including offshore energy—that he likes. We also discuss his success with uranium, and how our tense relationship with Russia and many emerging market nations will accelerate the global race to secure access to energy and commodities. Our conversation reinforced my views on the resiliency-driven inflation that lies ahead. Watch my interview with Harris Kupperman by clicking the image above. A full transcript of our conversation is available [here](. Go [here]( for Kuppy’s excellent investor note. [ShareÂ]( Thanks for reading and watching. [Ed D'Agostino] [Ed D'Agostino] Ed D'Agostino Publisher & COO Mauldin Economics Suggested Reading... [Click to see how](  [The Coming Supercyclical Crisis]( Don't let friends miss this timely insight— share it with your network now. Share Your Thoughts on This Article [Post a Comment]( Keep up with Mauldin Economics on the go. Download the App [Get it on Google Play]( [Download on the App Store]( [ Did someone forward this letter to you? [Click here to get]( Global Macro Update in your inbox every Friday. [Read important disclosures here.]( YOUR USE OF THESE MATERIALS IS SUBJECT TO THE TERMS OF THESE DISCLOSURES. --------------------------------------------------------------- This email was sent as part of your subscription to Global Macro Update. [To update your email preferences click here.]( Mauldin Economics | 1417 Sadler Road, PMB 415 | Fernandina Beach, FL 32034 Copyright © 2024 Mauldin Economics. All Rights Reserved.