Harris Kupperman: Capturing the Upside with Macro and Event-Driven Plays
Known for his non-consensus thinking and event-driven strategies, Praetorian Capital president Harris “Kuppy” Kupperman breaks down his framework and shares his thoughts on everything from ESG and the energy sector to inflation and technology. In this wide-ranging discussion with Alpha Architect CEO Wes Gray, Kupperman discusses his background and how he came into finance initially as well as his investment rules and style. He also explains why he thinks there’s more opportunity on the opposite side of ESG, what his plays are on Project Zimbabwe, why short selling is “suicidal megalomania,” and why tech is a bad business to be in. Filmed on July 28, 2021.