This week Kevin and Patrick welcome Paulo Macro to the show. Kevin’s and Paulo discuss about why this cycle is different, which commodities have fundamentals improving under the covers, and how he is playing this new era. Then we have a special double header with our good friend Kuppy to announce a new stock that he has previously never mentioned!

Follow Paulo on X: @PauloMacro

Subscribe to Paulo’s Substack: substack.com/@paulomacro

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