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

Page: https://stenobird.com/podcast/value-hive-podcast-353041/replay-harris-kupperman-praetorian-capital-brazil-commodities-and-strategy
Text version: https://stenobird.com/podcast/value-hive-podcast-353041/replay-harris-kupperman-praetorian-capital-brazil-commodities-and-strategy.md
Podcast: [Value Hive Podcast](https://stenobird.com/podcast/value-hive-podcast-353041)
Published: 2026-03-27T10:00:00+00:00
Episode link: https://podcasters.spotify.com/pod/show/valuehive/episodes/REPLAY-Harris-Kupperman-Praetorian-Capital-Brazil--Commodities--and-Strategy-e3h1fpv
Audio file: https://anchor.fm/s/11a83958/podcast/play/117538047/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-2-27%2Fa60c3194-a934-8dc1-7438-62773d9df2ca.mp3
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JSON: https://stenobird.com/v1/public/podcasts/value-hive-podcast-353041/episodes/replay-harris-kupperman-praetorian-capital-brazil-commodities-and-strategy
Duration seconds: 4553

## Resource

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.

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## Transcript

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