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22min chapter
Blind Squirrel Macro: China Will Unleash “Bloodbath” On Global Automobile Market | Rupert Mitchell on Electric Vehicles, Tires, Refiners, And Gold
Forward Guidance
Insights on Wage Negotiations, Technology Impact, and Options Trading
The chapter covers a wide range of topics including spring wage negotiations, the influence of technology like artificial intelligence on sectors such as Indian ICT and biotech, and the dynamics of inflation and currency valuation. The speaker shares their perspective as an inflation 'Easter', advocating for real assets over fiat currencies and discussing leveraging assets through the options market for non-recourse leverage. The discussion further delves into the complexity of trading options, market liquidity in different regions, and a detailed analysis of gold and silver mining stocks.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode