The Market Huddle

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.
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