The Inflections Wall Street Misses | Harris Kupperman on Finding Overlooked Opportunities
This episode explores Harris “Kuppy” Kupperman’s framework for “inflection investing” and how he identifies asymmetric opportunities across global markets. The conversation dives into why he believes U.S. equities are structurally challenged, where he sees better opportunities globally, and how macro, politics, and capital flows drive major investing inflections.
Inflection investing and identifying asymmetric opportunities
How macro and politics create winners and losers in markets
The Argentina case study and why the stock exchange may outperform the country
How to structure trades with…
The skinny
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