The $9 Trillion Risk | Rupert Mitchell on the Unwind of US Dominance - And What Comes After It
In this episode of Excess Returns, Matt Zeigler sits down with Rupert Mitchell—founder of Blind Squirrel Macro—for an insightful, opinionated, and often humorous discussion on global market dynamics, the Mag 7, structural portfolio shifts, and what it takes to be a successful generalist investor. From the “Chart of Truth” to the hidden value in tire stocks, Rupert brings decades of experience and a distinctive lens to markets, risk, and opportunity.
🔍 Topics Covered:
Why European pension funds are rethinking U.S. equity exposure
The “Chart of Truth” and its implications for global allocations…
The skinny
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