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”
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'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!!
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.
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.
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.
Brilliant interview. Very informative & entertaining thanks!
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”
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 🎉🙏👏👏👏
530am
Yeah
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!!
Excellent
Paulo is the best
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.
nahh it's an illiquid stock and he lining up folks to sell it too when the time comes. he's pumping up the tulips.
I call bs
Clue was when he dropped the illiquidity. Looking for exit liquidity to take some off the table.
🎉🎉🎉🎉 THE CLOUD BEAR 🎉🎉🎉🎉
Let’s goooo!!
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.
This is just a blow off top. Nothing new and not an indicator of hyperinflation. It's part of the cycle
5-10% isn't hyperinflation.
I’m going to subscribe to his Substack
"Making money in the last five months has been easy."
- "Speak for yourself buddy." 😂
Yes, long grains.
you just heard two master salesman at the peak of their powers.
Kuppy is a real business man who got his start by borrowing his entire hedge fund holdings from his mom.
What happened to Leena? I don't remember it being discussed really. Suddenly Daniel is the man
Same here, where is she gone 😢
Cuppy nails it again.
Paulo talks around answers but a good 1st interview
lol you aren't missing anything with your first comment. disagree with your second.
Kuppy's schtick is starting to run a bit thin IMO
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.
He has an entertaining personality of course but I roll my eyes at most of his ideas lately.
kuppy is frontrunning his tauts
Kuppy super right about gold.
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!
rick fool needs to chill - longer time listeners - and frankly those who’ve been through their tweens - rejoice in Kev’s interviews.
It's free and your complaining, maybe be a bit more constructive in your feedback
You wanna shoot your shot but can't even type type the word "fuck"? What gives brother?
@@Shamo-yc4vy yea it's free so there can be no criticism or suggestion.
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.
You lose customers _ audience because I found no where in the title and of what you are going to talk about. I just quited...
honestly, the beer thing is ridiculous and a waste of time
Sounds like you need a beer.