Best money I ever made was shorting whatever Kuppy is selling. He's clearly been put a bunch of this terrible stock & now comes on to talk his book. Guaranteed that when you buy it, he's the guy selling it to you. Be careful who you trust kids.
Woke up too early sat am on the west coast - pre usual 32:32 market open hours - and thought ‘hey it’s up i’ll listen for a few minutes and up get lulled to sleep’ ahh, it’s still on and wow, what a fantastic story, full of gems. no point stopping now as kuppy coming, so a pot of java awaits. this is one hell of a gem, gentlemen 🎉🙏👏👏👏
I’ve been following Paulo for a couple of years. This is like listening to Paul Tudor or Stan the man going through its thought process. This is next level stuff and should not be free. Ps: Paulo, keep your head down, I don’t want to brush up your ego and turn you into a “fukwit”
So the message is, we're going into hyper inflation slowly. Which just about sums up the stock melt-up over the last 5 months and house prices remaining stable (aka high) even in the face of a slowing real economy and nominally high interest rates. We're crashing up instead of down. The right tail is wagging, not the left. Interest-rare sensitive countries like Canada ( where Kevin and I are) are screwed in a fiscal dominance world. Trudeau has been the essence of a career politician who doesn't know anything about the real world.
I'm a big fan of Paulo Macro, surprised he's in hedge fund marketing and hasn't been running money, often very good insight and analysis. thanks for the free insight!!
KUPPY? MEH. I REMEMBER WHRN HE WAS SUPER BULLISH ON GOLD, SUPER BEARISH EQUITIES. WRONG, AND VERY WRONG. NOW HE IS PROMOTING HIS POSITION. HOT TALKER, MEH.
Paulo Macro is a punk. I asked him a simple question on twitter once and he blocked me. It was an honest question but I guess he didn’t like it. Of course he doesn’t owe anyone an answer but blocking someone who’s not disrespectful is a punk imo
Is this an investment/macro podcast or a biography channel? you've spent 60 minutes covering his professional history: a topic I could give 2 f#cks about. Be less indulgent with the audiences time. Worst part is you start rushing at the END, where paulo hands out the real juice!
It’s free content, if you were following Kevin for some time you would know why we are so curious about his life. I’m very interested in knowing his life so I can assess his baises. I think you can hit the unsubscribe button and head to Realvision where your type of crowd flourishes.
