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Episode 27: Why MAGA Is Terrible For Equities. With Harris Kupperman.
Season 2 Episode 27
In this special edition of Talking Markets, Maggie Lake is joined by Praetorian Capital Management Founder and CIO Harris Kupperman to discuss the potential shift from US dominance to compelling opportunities in international markets. Kuppy shares why the US has been a capital "capacitor," why he's bullish LatAm, why Europe is an "emerging market," why MAGA may be bad for US equities but good for US nominal GDP, and a TON more. This is Kuppy at his candid, incisive, and wildly entertaining best. Recorded March 7, 2025.Follow Kuppy on X here: https://x.com/hkuppyGet a free trial of KEDM here: https://kedm.com/Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Twitter: https://x.com/maggielakeConnect with me on Substack: https://maggielake.substack.com00:00 - Intro00:55 - Start of the Epsidoe: Harris Kupperman 01:45 - Inflection Investing: Finding Hidden Market Gems03:05 - The Active vs. Passive Investment Debate05:00 - The Overweighting of U.S. Tech in Portfolios07:20 - The U.S. Dollar Collapse & Global Rebalancing10:15 - The Rise of Emerging Markets & Europe’s Rebound13:45 - NVIDIA’s Dominance & Its Global Impact16:50 - How to Start Investing Internationally19:55 - Is Europe An Emerging Market?25:00 - The Latin America Investment Boom30:00 - The U.S. Recession & Its Global Impact
Published on 9 months ago