L2 Capital

In today's episode, Marcelo López talked to Harris Kupperman, mostly known as Kuppy. Harris is the founder of Pretorium Capital and is famous for being a fund manager with unconventional investment ideas, some of which he writes in the blog “Adventures in Capitalism” (https://adventuresincapitalism.com/). He is always looking for asymmetrical investment opportunities in sectors that are disregarded or even scorned by most investors, which generally end up being the ones with huge potential for appreciation. Initially, Kuppy discusses his views of the current market and system situation, the possibility of a crash, the factors involved, inflation, central bank performance and comments on what he calls Ponzi stocks. In this context, Kupperman discusses private equity, the preference of institutional investors for businesses involving privately held companies to the detriment of publicly traded ones, players' perception of volatility and the risks involved in this type of market. Kuppy talks about being short on