All Episodes
Blind Squirrel Macro - The Pod — 145 episodes · page 1 of 2
Pod: ASEAN Post Energy Shock
Pod: Fading the Utes Redux
Pod: Underwriting The Dirt Movers
Pod: Bankers and Bots
Pod: 20 Stocks for 20 Years
Pod: Addressing Past Macro Errors
Pod: Valuing Anthropic and OpenAI
Pod: Hyperscalers and the Long Bond
Pod: Talking Turkey
Pod: The Binface Bottom?
Pod: The China Collar
Pod: Warsh's Crooked Smile
Pod: The Age of Reverse De-Equitization
Pod: Perps & The Merc
The Physics of SpaceX
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