Capital Misallocation
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35:15
Rates and Risk Assets Disagree. Who is Right?
Episode 9: December 8th, 2025
Dec 12
•
Capital Misallocation
and
The Blind Squirrel
58:48
Has the US Consumer Bottomed? with retail guru Jeff Macke.
Episode 8 of Benny & The Squirrel
Dec 7
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Capital Misallocation
and
The Blind Squirrel
1
37:46
Ep. 7: Will the Risk Rally Continue? What does the Silver Spike Mean for the Precious Metals Rally?
I discuss silver and on Monday we put on a large $58.50/$50.00 January Risk Reversal that was a measly 10c net debit.
Dec 4
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Capital Misallocation
3
1
1
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I Took It Personal
Oct 17, 2023
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Capital Misallocation
8
5
A Trip Down Down Memory Lane
Jan 19, 2024
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Capital Misallocation
7
2
2
LLM/AI Roundtripping Nonsense & Why Volatility is the Actual Price of Money
Sep 26
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Capital Misallocation
5
1
Is the Dollar Bull Run Doomed?
Jan 27
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Capital Misallocation
5
1
Republishing Article on Risk Off Warning - Own Convexity & SFRM5
Aug 1, 2024
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Capital Misallocation
6
“This is a Reset, Not a Bear Market" with David Levenson
Mar 12
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Capital Misallocation
8
1
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35:57
Ep. 6: Assessing the Collateral Damage
Adding up the Trillions in Collateral Destruction from the Deleveraging
Nov 25
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Capital Misallocation
6
1
34:41
B&S Ep. 5: The Yen's Stairway to Heaven
Discuss the Huge Reversal Post NVDA earnings, the Yen, & Market Forcing Fed's Hand
Nov 24
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Capital Misallocation
33:58
Benny & The Squirrel Ep. 4: Rats & Ships
Bitcoin, Factors, Implied Correlation, and Reviewing the Upcoming Week
Nov 24
•
Capital Misallocation
42:29
Benny and The Squirrel Ep. 3 - Ugly Day for Bubble Stonks
Benny & The Squirrel Brought Out the Red Hats Today
Nov 14
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Capital Misallocation
4
42:52
Debut of "Benny & The Squirrel"
Episode 1: 11/6/25 - Bubble Stocks, AI Constraints, Yen 25d Butterflies and more....
Nov 7
•
Capital Misallocation
7
1
LLM/AI Roundtripping Nonsense & Why Volatility is the Actual Price of Money
My Latest Podcast Appearance - "Rebel Capitalist Interviews"
Sep 26
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Capital Misallocation
5
1
1:28:57
Making Macro Great Again with Kevin Muir
The Macro Tourist Joins Us on a Major Macro Day
Apr 6
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Capital Misallocation
and
Kevin Muir
7
1
52:04
Scaling with Success with Amy Wilkinson
Exploring the mindset and skill set needed to drive growth and scale a startup.
Mar 27
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Capital Misallocation
and
Amy Wilkinson
1
1:22:38
The Business of Love with Amy Andersen
Exploring the current state of matchmaking and connection in the digital age
Mar 25
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Capital Misallocation
1
1
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Capital Misallocation
Capital Markets, Capital Misallocation, Trade Ideas, and Random Musings
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