Harris Kupperman (Praetorian Capital): Brazil, Commodities, and Strategy

Kuppy is back on The Value Hive. It's been too long since Kuppy has joined the podcast.
This week, we chat Brazil, commodities, mean reversion, bombed-out industries/sectors, and investor strategy.
We spent a lot of time on investing strategy, intra-year adjustments, and how to deal with disappointing yourself versus the opportunity set.
I loved this conversation. Lots to learn and implement into your practice.
NOTHING YOU HEAR IS INVESTMENT ADVICE. THIS IS EDUCATION/ENTERTAINMENT ONLY.