

Allergy To Certainty (guest: Rupert Mitchell)
6 snips Oct 16, 2024
Rupert Mitchell, a market expert and author of Blind Squirrel Macro, shares intriguing insights on global markets. He discusses his recent short strategy on Tesla, the hidden losses in tech companies due to stock-based compensation, and thematic ETF risks. Rupert highlights market leadership shifts, particularly among MAG7 stocks, and explores renewed investor interests in China and India. He also emphasizes the importance of disciplined options trading and the evolving landscape of global investments.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
Analyzing Stock-Based Compensation in Tech Financials
02:02 • 2min
Analyzing Thematic ETFs and Market Strategies
03:52 • 3min
Navigating Options and Market Trends
06:37 • 17min
Shifting Market Leadership and the MAG7 Dynamics
23:28 • 2min
Shifting Investment Strategies in Global Markets
25:03 • 19min
Navigating Trend-Following Strategies
44:13 • 15min
Exploring Trading Culture and Informative Macro Insights
59:02 • 2min