Simple Trades for Uncomfortable Consensus -- Live with Harris Kupperman
The words “consensus trade” and Harris Kupperman are not often found in the same sentence, but at the moment, Kupperman is dealing with the fact that many of what he considers to be the best trades also seem the most obvious and consensus trades. In this interview, Kupperman will outline why he thinks higher oil, inflation, and most importantly, higher wages, which facilitate a wealth transfer from capital to labor, are not a symptom of misguided policy, but an outright policy goal. He will touch on what he believes to be the simplest and best trade for these opportunities and explain the mechanics making long-dated options on oil futures so ridiculously cheap. As well, Kupperman will touch on some of the event driven opportunities he is most focused on in his https://kedm.com research service.