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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...
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He Called It the Worst Chart Imaginable. Then He Bought It Rupert Mitchell on Cracks in the Mag 7 is an episode from Excess Returns by Excess Returns. Rupert Mitchell of Blind Squirrel Macro joins Matt Zeigler to explain how surging AI capi...
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Published Jul 29, 2026, 00:55:10 long, audio available.
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