Olga Bitel

Global strategist at William Blair who developed the “Perpetual Growth Machine” framework and focuses on macro trends, AI, geopolitics, and investment opportunities outside the U.S.

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Sep 17, 2025 • 56min

Exceptionalism Is Ending. New Winners Are Rising | Olga Bitel on the $2 Trillion Opportunity

In this discussion, Olga Bitel, a global strategist at William Blair, shares insights from her innovative "Perpetual Growth Machine" framework. She highlights how solving problems drives growth and warns that monopolies can stifle innovation. The conversation covers the massive potential of AI, challenges of housing affordability, and the dynamics of Europe’s defense investments. Bitel emphasizes that U.S. exceptionalism is fading, suggesting that the most lucrative opportunities may now lie beyond American markets.

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