Episode

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

Podcast: Value Hive Podcast
Published: Mar 27, 2026
Duration seconds: 4553
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Canonical source: https://podcasters.spotify.com/pod/show/valuehive/episodes/REPLAY-Harris-Kupperman-Praetorian-Capital-Brazil--Commodities--and-Strategy-e3h1fpv
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Summary

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.