Capital Misallocation
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Is There a Compute Surplus On the Horizon?
Benny & The Squirrel: Ep. 19 with Sachin Dev Duggal, Founder of SekondBrain.AI
10 hrs ago
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Capital Misallocation
and
The Blind Squirrel
We Getting Ready to Rollover?
Benny & The Squirrel: Ep. 18
Jan 20
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Capital Misallocation
and
The Blind Squirrel
5
Trouble in Big Rock Candy Mountain?
Benny & The Squirrel: Ep. 17 with the "King of Convexity" David Dredge, CIO of Convex Strategies
Jan 16
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Capital Misallocation
and
The Blind Squirrel
7
1
Dollar UP, EM UP - What's UP??
Benny & The Squirrel: Ep. 16
Jan 13
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Capital Misallocation
and
The Blind Squirrel
Do Banks Drive the Market Down in 2026?
Benny & The Squirrel: Ep. 15 with Charlie Peabody, Founder of Portales Partners
Jan 13
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Capital Misallocation
and
The Blind Squirrel
2
1
Venezuela Winners and Losers
Benny & The Squirrel: Episode 14
Jan 13
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Capital Misallocation
and
The Blind Squirrel
1
It's a ¡No Mas! Situation - Final Thoughts of 2026 from Benny & The Squirrel
Benny & The Squirrel: Episode 13
Jan 13
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Capital Misallocation
and
The Blind Squirrel
Uncovering the 21st Century Manhattan Project
Benny & The Squirel Ep. 12 with guest Brent Johnson
Jan 8
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Capital Misallocation
1
December 2025
"They're Selling Mortimer"
AI/LLM/Bubble Stonk Longs = Modern Day Duke Bros.
Dec 17, 2025
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Capital Misallocation
7
1
September 2025
LLM/AI Roundtripping Nonsense & Why Volatility is the Actual Price of Money
My Latest Podcast Appearance - "Rebel Capitalist Interviews"
Sep 26, 2025
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Capital Misallocation
5
1
January 2025
Is the Dollar Bull Run Doomed?
Rupert Mitchell, of Blind Squirrel Macro, Gives Us His Outlook
Jan 27, 2025
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Capital Misallocation
5
1
August 2024
Republishing Article on Risk Off Warning - Own Convexity & SFRM5
Republishing a Note I Wrote on Wall Street Beats on May 31st
Aug 1, 2024
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Capital Misallocation
6
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