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Home > Excess Returns > The $9 Trillion Risk | Rupert Mitchell on the Unwind of US Dominance - And What Comes After It
Podcast: Excess Returns
Episode:

The $9 Trillion Risk | Rupert Mitchell on the Unwind of US Dominance - And What Comes After It
Category: Business
Duration: 00:53:33
Publish Date: 2025-06-07 11:07:19
Description:

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.
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