The Meb Faber Show: “Louis-Vincent Gave & Harris “Kuppy” Kupperman on De-Dollarization & De-Sinafication”
The Meb Faber Show: “Louis-Vincent Gave & Harris “Kuppy” Kupperman on De-Dollarization & De-Sinafication”
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Today’s returning guests are Gavekal co-founder Louis-Vincent Gave and Praetorian Capital Management founder, Harris “Kuppy” Kupperman. In today’s episode, we start by covering the macro landscape and then dive in on some key themes Louis and Kuppy are focused on.
We talk about emerging markets, the energy transition’s impact on commodities like oil and uranium, and stealth bull markets in places like Japan and India. We also touch on the Mag7, Argentina, Turkey, and even aviation sub-assembly – a first for the podcast.
Today’s episode is sponsored by YCharts. YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. YCharts offers a suite of intuitive tools, including numerous visualizations, comprehensive security screeners, portfolio construction, communication outputs, and market monitoring. To start your free trial and be sure to mention “MEB” for 20% off your subscription here: https://go.ycharts.com/meb2023 (New clients only)
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