The Market Huddle MH+ Ep. 21: Kevin Catches Up With Rupert Mitchell
4 snips
Nov 29, 2023 Kevin catches up with Rupert Mitchell, author of Blind Squirrel Macro. They discuss problems in private equity and credit, the phenomenon of not marking books to market, concerns about market knowledge among institutional investors, skepticism towards private credit, aggressive US competition in Europe, closed-end fund analysis and trade opportunities, and Rupert Mitchell's weekly note and podcast.
Chapters
Transcript
Episode notes
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Introduction
00:00 • 3min
The Phenomenon of Not Marking Books to Market
03:05 • 9min
Expansion of Institutional Investors and Concerns about Market Knowledge
12:06 • 2min
The Concerns and Risks of Private Credit
13:56 • 11min
US Firms' Aggressive Competition in Europe
24:42 • 7min
Closed End Fund Analysis and Trade Opportunities
31:36 • 2min
Rupert Mitchell's Weekly Note and Podcast
33:48 • 3min