"You have to, create your own library of Alexandria. And the great thing is you can do it topic by topic. Someone sends you a book recommendation? Great. Buy it on Kindle, stick it in the Notebook [LM], right? You'll get there eventually, but it's part of your searchable database from today because, I've taken it on recommendation from someone I trust."

-Rupert Mitchell, Blind Squirrel Macro

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This week, Chase interviews his brain doppelgänger and good friend, Rupert Mitchell, of Blind Squirrel Macro. Rupert began his finance career on the sell side of Investment Banking (pick one, he worked there) and also ran the equity syndicate desk in Hong Kong. Rupert began Blind Squirrel Macro as a way to connect with people about investing. His apt tag line is “Macro for Civilians” and this conversation stays on brand. Enjoy all of Rupert’s thoughts on space, his thankfulness for the power of a targeted ETF, and most importantly, how to approach A.I. agnostically. We must have Rupert back, because we barely scratched the surface in this episode!

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Timestamps:

(00:01) – Intro

(04:03) – Why Rupert loves the market

(06:52) – How Rupert structures his trade ideas

(12:19) – ETF providers need some love

(14:37) – Early wins can be dangerous

(16:46) – Living in Australia gives you an edge

(23:40) – Will there ever be a Bloomberg [terminal] killer?

(26:53) – Oil

(29:56) – Rupert is the new champion for the old book question

(35:10) – A.I. can’t strip us of beautifully written words

(37:37) – It’s inevitable that you get trades right for the wrong reasons

(40:08) – Be Agnostic about A.I.

(46:17) – How Rupert collects dots

(55:42) – Plugs

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This Episode's Charity:

This week’s episode features causes close to Rupert’s heart: Guide Dogs Australia & Search and Rescue Dogs of Australia. Unfortunately, Rupert didn’t slip once, so we couldn’t help the best of Australia’s dog professionals. But you can by checking out these great charities!

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Referenced in the Show:

So many ETFS: Simplify’s TUA & PFIX, Range’s NUKZ & LNGZ, Cathie Wood’s Space ETF, & Procure’s UFO

AI Tools for an informational edge: Harkster, NotebookLM, & FinChat

Other great Podcasts/Radio: Commodity Context & Desert Island Discs

Books: Reminiscences of a Stock Operator, Dostoyevsky's The Gambler, Annie Duke’s