IN THIS EPISODE, YOU’LL LEARN:01:33 - The recent events with Russia and how buying Russian assets might be the most contrarian trade in today’s markets. 05:05 - The forecast for oil, which is a number that might surprise you. 05:57 - The driving factors behind oil’s price movement.23:27 - His massive trade on Bitcoin and how he compares it to gold.24:32 - His biggest current position is in Uranium.31:17 - The pivot away from real estate for Mongolia Growth Group.37:56 - Potentially undervalued stocks in US real estate.And a whole lot more!...
IN THIS EPISODE, YOU’LL LEARN:
- 01:33 - The recent events with Russia and how buying Russian assets might be the most contrarian trade in today’s markets.
- 05:05 - The forecast for oil, which is a number that might surprise you.
- 05:57 - The driving factors behind oil’s price movement.
- 23:27 - His massive trade on Bitcoin and how he compares it to gold.
- 24:32 - His biggest current position is in Uranium.
- 31:17 - The pivot away from real estate for Mongolia Growth Group.
- 37:56 - Potentially undervalued stocks in US real estate.
- And a whole lot more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES:
- Kuppy's Blog.
- Praetorian Capital's Website.
- KEDM's Website.
- Kuppy's Twitter.
- Trey Lockerbie's Twitter.
- Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool.
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