Just Think About Whether This Dollar Run Can Continue?
In Episode 20, Nadine and Ben welcome back Rupert Mitchell of Blind Squirrel Macro to discuss the current state of financial markets in 2025. We explore topics such as whether the USD bull run is almost over, the impact of Donald Trump on economic policies, the outlook for commodities and emerging markets, and focus on Rup focusing on Rupert's latest addition to his research offering - The BUSHY Portfolio.
Rupert is a great follow on Substack and Twitter and provides a fantastic, and entertaining, research product. Check out the fun conversation and Rupert’s investment research.
Cheers,
Ben