Rupert Mitchell

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.

Rupert Mitchell, founder of Blind Squirrel Macro, shares his wealth of experience on global market dynamics and investment strategy. He discusses how European pension funds are reconsidering their U.S. equity exposure and examines the implications of the powerful dollar. Mitchell offers insights into the Bushy portfolio, its innovative approach, and why the traditional 60/40 model is faltering. With a humorous take, he also explores the fierce rally of retail investors and the enduring dominance of the Magnificent Seven in the market.

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.

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.

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.