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Rupert Mitchell

Author of The Blind Squirrel Macro Newsletter, offering expertise in macroeconomics and market analysis.

Top 5 podcasts with Rupert Mitchell

Ranked by the Snipd community
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33 snips
Dec 20, 2024 • 58min

The Market Huddle Live With Rupert Mitchell & Paul Krake

Rupert Mitchell, author of The Blind Squirrel Macro Newsletter, joins industry expert Paul Krake for an engaging discussion. They explore the current market conditions and surprising reactions to Federal Reserve announcements. The conversation dives into investment strategies amidst economic volatility, the complexities of tariffs, and the role of copper in renewable energy. They also tackle electric vehicle adoption hurdles, the future of the euro, and the challenges facing IPOs and unicorn companies, all sprinkled with humor and insightful analysis.
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8 snips
Apr 4, 2024 • 1h 40min

Blind Squirrel Macro: China Will Unleash “Bloodbath” On Global Automobile Market | Rupert Mitchell on Electric Vehicles, Tires, Refiners, And Gold

Rupert Mitchell, a former investment banker experienced in Chinese IPOs, discusses how cheaply produced Chinese EVs will impact the global market. He touches on topics like tires, refiners, gold miners, and the dominance of China in the electric vehicle industry. Mitchell explains the potential 'bloodbath' awaiting middle-market global EV makers due to Chinese competition.
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7 snips
May 13, 2025 • 38min

Episode 51: Is The Worst Of The Trade War Over? With Rupert Mitchell

Rupert Mitchell, an insightful writer known as The Blind Squirrel on Substack, dives into the impact of the US-China trade detente, suggesting the worst might be over. He explores potential causes for the next bond market upheaval and shares his thoughts on private equity, energy, and commodities. Rupert also discusses the rise of driverless cars and the evolving Canadian energy landscape, emphasizing new investment opportunities and the challenges of geopolitical complexities.
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6 snips
Oct 16, 2024 • 1h 1min

Allergy To Certainty (guest: Rupert Mitchell)

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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4 snips
Nov 29, 2023 • 37min

MH+ Ep. 21: Kevin Catches Up With Rupert Mitchell

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.

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