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Blind Squirrel Macro - The Pod — 146 episodes · page 2 of 2
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