All Episodes
Blind Squirrel Macro - The Pod — 130 episodes
Pod: Concentrating on China
Pod: Life in Asia
Pod: Reimagining Risk (the board game)
Pod: The Weinstein Effect (not THAT one)
Will the SpaceX IPO Happen?
Pod: Time for Hard Yakka
Pod: If the Strait is still shut...
Pod: Malthusian Revenge
Pod: Doc! My EM Tech is Sick!
Pod: Don Draper’s Worst Nightmare?
Pod: Meet ShinyAcorns™!
Pod: GDX in a Safari Suit?
Pod: Ivan's Double
Pod: Pork and PTSD
Pod: SaaS - The 'Sachin Test'
Pod: Japanese Banks - From Value to Growth
Pod: Knowing your ABC
Pod: Latin Thoughts
Pod: Western Disunion
Pod: Wearable Prophylactics
Pod: Steepening Ahead
Pod: The Foundry Sisters
Pod: The Prabowo Pivot
Pod: Silk Roadent
A Trillion to Tashkent
Pod: Low Energy
Pod: No More SNRL
Pod: Poor Brian
Pod: Making Sense of the Junk
Pod: China's Game Master has Spoken
Pod: Time for a Risk Review
Pod: Cupertino Rent-Seeker
Pod: Beelzebub's Brussels Sprouts
Pod: The tough lot of the Innkeeper
Pod: Redemption Song
Pod: Missing the Gulf
Pod: Bonds and Bulls
Pod: Acorn Stock Take: Part 4 - Wash up
Pod: Acorn Stock Take: Part 3 - Financials
Pod: Acorn Stock Take: Part 2 EM Edition
Pod: Still Waiting for 'Samantha'
The Business of Speed
The Day Amazon IPO-ed at $0.08 / share!
Pod: A Furry-tail Ending for Waymo?
China Thoughts
Pod: The Canadian Oil Mafia is Back
Pod: Deal Drought
Pod: Vale Old Chestnut.
Pod: What next for Mumbai's Mungers?
Unpacking Coreweave with Craig Coben
Pod: The Drone Edition
A Panda and a Squirrel enter a bar
Pod: Chinese Booze Edition
Pod: Multi-polarity Accelerated
Following the Rules with Jerry Parker
Pod: Saddlebags Redux
Pod: Hot for Hot Pot
Pod: Time to Bank on Japan!
Pod: Like wet SOXX on a Chicken?
Pod: Tape Bomb Refuge
Pod: Commodities are not Sardines
Pod: The 🐿️'s BUSHY™ Hedge Book
Pod: The 🐿️'s BUSHY™ Portfolio
Pod: The 🐿️'s Night before Christmas
Pod: Another Table at the Casino
Pod: Clipping Emerging Divvies
Pod: Is Santa getting over his skis?
Pod: Going nuts with digital payments
Pod: Hurry boy, she's waiting there
Pod: Lost Umbrella?
Pod: Zombie Beta
Pod: To Boldly Go 🚀
Pod: Good, Good enough or God,enough!
Pod: The end of lithium's manic episode
Pod: Car Company 😉
Pod: SaaS Unicorns 'X' Glue Factory?
The Multi Asset Speed Date - Volume 1
Pod: Contemplating the Defensive Puzzle
Pod: A mental Doji candle for the 🐿️
Pod: I'm axed at zero!
Pod: Batik Shirt Comeback!
Pod: 'Little Tech' Riding Hood (and the SBC Recyclers)
Pod: Back in the Straddle!
Pod: Psst! You're long China anyway!
Pod: Gasoline Blues
Pod: Peering through the fog
Pod: The bonds are watching
Pod: Red Markets in Red Wine
Pod: Career Risk and Sirens' Songs
Pod: It 'AI'-n't Necessarily So!
Pod: Lurking in the Shadows
Pod: They think it's all over!
Pod: Crop Gear! (Oh, Deere!)
Pod: Trending. The 🐿️ and the Turtle.
Pod: Losing My Religion
Pod: Wheat Kings
Pod: Dead Generals out, Grandpa's defensives in?
Pod: April Fool or a Hamlet Moment
Pod: An evening with Guenther
Pod: Big in Japan
Pod: Who dares fade 'The Highlander Effect'?
Pod: The 🐿️ must be on drugs!
Pod: Nah mate, I just need to outrun you!
Pod: Should the🐿️ be bullish (Synthetic) birdsh*t?
Pod: We have come a long way from Mad Men
Just waitin' for the maturity wall
Gonna need a bigger narrative!
Together in Electric Dreams?
Weather Porn
Are we there yet? Thoughts from the road.
Eyes on Stalks
Tough times for Financial Justice Warriors
Now, Sid James and Ueda-San walk into that bar. Carry On?
Scooby-Doo and Vincent Vega walk into a bar.
Hear me out! Leveraged Finance, but no marks!
Sticking the Landing
Thoughts on Dumb Money (I did it for Cliff)
Did the Grim Reaper miss his bus?
Does Halloween have other plans for Santa?
'Fishy' returns in private markets.
The Dangers of Extrapolation
A pensive🐿️ contemplates the energy outlook.
Seeing Red over Red Tape
The '60/40' Portfolio doesn't work anymore. The Murdoch Effect.
Seasonality and the St Leger
Pennies in front of the Steamroller
The IPO of 'The House that Covid Built'
A top in the Indian equity moon shot?
From ‘The China Syndrome’ to ‘Trading Places’
Master of the House and Sundae Sprinkles