He Called It the Worst Chart Imaginable. Then He Bought It | Rupert Mitchell on Cracks in the Mag 7
Rupert Mitchell of Blind Squirrel Macro joins Matt Zeigler to explain how surging AI capital spending, mega-cap share issuance and expensive U.S. technology stocks could reshape global equity leadership. They discuss the case for equal-weight stocks, energy equities, gold, UK small caps, Uzbekistan and Turkey, along with the risk that a surprise Federal Reserve hike could trigger a broader unwind in leveraged markets.
Rupert Mitchell on X
https://x.com/SquirrelMacro
Blind Squirrel Macro
https://www.blindsquirrelmacro.com
Topics covered
Why the S&P 500 versus the rest of the world remains…
The skinny
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