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China Will Unleash “Bloodbath” On Global Automobile Market | Blind Squirrel Macro's Rupert Mitchell

Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/us/hodlprospectus. __ Rupert Mitchell of Blind Squirrel Macro joins Forward Guidance for the first time to share his learnings from an extensive career as an investment banker moving Chinese IPOs to a corporate financier for an electric vehicle producer. The rodent shares his views on tires, refiners, and gold miners, and makes the case that cheaply produced Chinese electric vehicles (EVs) will unleash a “bloodbath” on the middle-market global EV market. Recorded on April 2, 2024. __ Blind Squirrel Macro on Twitter   / squirrelmacro   Blind Squirrel Macro Substack https://t.co/mgOvPYwOAi Latest piece on Gold: https://www.blindsquirrelmacro.com/p/... Piece on Refiners: https://www.blindsquirrelmacro.com/p/... Piece on Ben Graham’s Electric Car: https://www.blindsquirrelmacro.com/p/... Follow VanEck on Twitter   / vaneck_us   Follow Jack Farley on Twitter   / jackfarley96   Follow Forward Guidance on Twitter   / forwardguidance   Follow Blockworks on Twitter   / blockworks_   __ Timestamps: 00:00 Introduction 00:47 The Squirrel's Background As An Investment Banker 03:14 The Chinese IPO Boom Of 2000s 13:51 The Squirrel's Current View On Chinese Economy and Stock Market 20:00 Is The Chinese Real Estate Crisis Just Getting Started? 23:55 VanEck Ad 24:57 The Squirrel's Experience In The Electric Vehicle (EV) Business 29:49 China Will Unleash "Bloodbath" On Global EV Auto Market 36:07 Toyota Is Having The Last Laugh 40:52 For Auto Stocks, The Squirrel Prefers Price To Sales 44:56 Many EV Companies That Went Public In 2020 & 2021 Were Bubbles And Frauds 50:18 Tesla 53:51 Old School Auto Manufacturers (Ford, GM, Volkswagen, etc.) 54:40 Squirrel's Bull Thesis On Tire Producers 01:02:55 The Offshore Oil Thesis 01:12:50 Macro 01:18:26 Squirrel's Inflationista Thesis 01:22:12 Options 01:31:40 Gold and Gold Miners __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.