PODCAST · business
Benny & The Squirrel
by Benny & The Squirrel
Benny & The Squirrel is a twice weekly show about finance and markets. The show notes for members are hosted on Substack. www.bennysquirrel.tv
Episodes
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AI Panic
For Episode 96 the show brings ‘Black Monday’ (we think not!) chatter, neocloud CDS blow outs, and Brent 2027 going vertical. We break down the first real pain at index level this year, why the AI unwind is a positioning flush and not the big one, the sovereign backstop question hanging over...
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Don’t Buy Rates Yet
In Episode 95, our pal Tom Roderick (Trium Capital) is back with us on CPI day as a hotter print cracks a tape that already felt fragile. Recorded at Noon EST on Wednesday 14th October.We get into why the short end rates trade has been a slog, why Tom prefers steepeners to outright receivers, and...
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The Best of Times, The Worst of Times
In Episode 94: The free cash flow countdown on AI capex has hit zero, and the bond market is starting to say no. Benny joins from Milwaukee ahead of Brewers vs Dodgers NLCS Game 1, the Squirrel is back in Oxfordshire after a 15-hour drive through France, and the boys go around the houses: the...
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Q3 Banks: Good Numbers, Bad Stocks
In Episode 93 of the show, our mate Charlie Peabody of Portales Partners returns for our quarterly bank earnings special. Banks peaked in August/September, and Charlie thinks the balance sheet, not the P&L, is about to drive this market lower. We cover credit cards, BNPL, Goldman’s prime broking...
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Will the Real Stock Market Stand Up?
This week broke most correlations in the book! Show Notes French politics and OAT * French OATs now trade wider than Italian BTPs * Framed as an old-fashioned political crisis: markets waking up to the risk of a Le Pen vs Mélenchon second round in next year’s presidential election, with no…
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Modern AI Merlins
Episode 91 was recorded at 5.30 EST on Wednesday 30th September, 2026. We were joined by Izabella Kaminska. Izzy is the founder of the Blind Spot, a finance and ideas publication. Best known as the former editor of FT Alphaville at the Financial Times, she is now a contributor to the business…
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Welcome to Funky Town!
This week broke most correlations in the book! Show Notes Correlation chaos * The theme of the week is market divergences and breaking correlations * Correlation breakdowns are hurting levered macro and pod shops; unlevered beta investors unaffected; machine models handle slow correlation shifts...
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Oil to $240!
Episode 87 was recorded at 4.30 EST on Thursday 17th September, 2026. Rob Connors of The Crude Chronicles joins Benny and the Squirrel to explain why he doesn’t count barrels, why the marginal cost of production is the only number that matters in oil, and why he thinks crude is heading to $240...
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The Bond Bull is Back!
Episode 86 was recorded at 6.30 EST on Thursday 10th September, 2026. Show Notes Quite a weekend in ‘AI La-La-Land’! * Recap of a wild weekend in “AI La La Land”, triggered by another AI “safety / off ramp” announcement. * Surely we are in a world of diminishing returns from these ‘Axios-style’...
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Crackers about Caracas!
Episode 85 was recorded at 6.30 EST on Thursday 10th September, 2026. We were joined by Herve van Caloen, Founder and CIO of Mercator Investment Management. Starting his career as an analyst at Scudder, Stevens and Clark in 1985, when global investing was still in its infancy. He later launched…
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The Xmas Tree of Death
Recorded at 7pm EST on Sunday of the Labor Day Weekend. On this “Unmissable Sunday Show”, the 🐿️ drops the latest “20-for-20” installment - this week it’s resources (energy and materials) and explains why today’s pitch is scarcity, capital discipline, debasement and sovereign resilience rather...
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You Don’t Own Enough Japan!
Episode 83 was recorded at 8am Tokyo Time on Friday 4th September, 2026. We were joined by Jesper Koll - the Japan Optimist. Jesper is an economist, investor and an unashamed Japan bull! --- ex JPMorgan & Merrill Lynch Chief Economist/Strategist & Head of Research ; Board Director at OIST, the…
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Jackson Hole Hangover
The show has expanded on the socials! Follow us on Instagram and / or TikTok (if you do that kind of thing!) Benny & The Squirrel (@bennyandthesquirrel) | TikTok https://www.instagram.com/benny_and_the_squirrel/ If you act on anything provided in this newsletter, you agree to the terms in this...
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Around the World with Chase Taylor
Episode 81 was recorded at 6pm EST on Thursday 27th August, 2026. We were delighted to be joined by my pal Chase Taylor. Chase is is a busy guy. He is Founder and ‘Chief Cone’ at Pinecone Macro as well as Head of Research at Bulwark Capital Management. The show has expanded on the socials! Follow...
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The World in 2046 - Part II
The show has expanded on the socials! Follow us on Instagram and / or TikTok (if you do that kind of thing!) Benny & The Squirrel (@bennyandthesquirrel) | TikTok https://www.instagram.com/benny_and_the_squirrel/ If you act on anything provided in this newsletter, you agree to the terms in this...
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Volatility Takes a Summer Nap
The show was recorded at 6.30pm EST on Sunday 16th August. The show has expanded on the socials! Follow us on Instagram and / or TikTok (if you do that kind of thing!) Benny & The Squirrel (@bennyandthesquirrel) | TikTok https://www.instagram.com/benny_and_the_squirrel/ If you act on anything...
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Fading the K-Shaped Economy Narrative
Benny (Capital Misallocation) & The Squirrel were joined once again by Jeff. Jeff founded Macke Asset Management after getting his MBA from Stanford in the 1990s. He wrote for TheStreet.com, Minyanville and Yahoo Finance. He was also a founding cast member of CNBC’s Fast Money and an anchor on...
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Is AI Profitable?
Benny (Capital Misallocation) & The Squirrel were joined once again by Mike. The show was recorded at 6pm EST on Thursday 6th August. The show has expanded on the socials! Follow us on Instagram and / or TikTok (if you do that kind of thing!) Benny & The Squirrel (@bennyandthesquirrel) | TikTok...
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Mike's New Adventure
Benny (Capital Misallocation) & The Squirrel were joined once again by Mike. The show was recorded at 6pm EST on Thursday 6th August. ⚠️ Audio Quality Warning & Apology ⚠️We want to sincerely apologize for the audio issues on our end during this episode. Blame Caribbean Telecoms! However, we...
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Checking in on The Cult
Episode 74 was recorded at 5.00pm EST on Sunday 2nd August, 2026. Don’t miss this week’s guest show on Thursday evening (6.30pm EST). Michael W. Green is back on with us! The show has expanded on the socials! Follow us on Instagram and / or TikTok (if you do that kind of thing!) Benny & The...
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Live AMA with Benny & The Squirrel
Thanks to everyone that joined us live on the various platforms - and for all the questions. Watch via the panel above or link to the YouTube recording below. Blind Squirrel Macro is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid...
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Hidden Risks
Track down the show notes here: If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsletter is for educational and entertainment purposes only and NOT investment advice. Nothing in this newsletter is an offer to sell or to buy any...
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Frequently Asked Questions
How many episodes does Benny & The Squirrel have?
Benny & The Squirrel currently has 22 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Benny & The Squirrel about?
Benny & The Squirrel is a twice weekly show about finance and markets. The show notes for members are hosted on Substack. www.bennysquirrel.tv
How often does Benny & The Squirrel release new episodes?
Benny & The Squirrel has 22 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Benny & The Squirrel?
You can listen to Benny & The Squirrel on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Benny & The Squirrel?
Benny & The Squirrel is created and hosted by Benny & The Squirrel.
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