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Aug 29, 2019

Despite improving fundamentals… the shipping sector is still dirt cheap—and creating a lot of opportunities for investors.


Harris “Kuppy” Kupperman, manager of Praetorian Capital, joins me today to discuss the subsets he’s currently focused on in the shipping sector… and why he believes there’s massive...


Aug 19, 2019

The dollar is ripping. Emerging markets are teetering. The yield curve is inverted… Holy crap, what’s an investor to do? 

Well, you could waste your time chasing after the market’s tail…

Or you could focus your time and energy on finding the markets that aren’t pricing those factors in. Join me for a walk...


Aug 6, 2019

Nothing is linear… especially stocks. And price doesn’t necessarily equate to value… 

This understanding is critical to finding good investment opportunities where others aren’t looking.

Quite often, the very best values will make your stomach churn early on in the investment.

Join me and two grizzly, seasoned,...