Archive - Capital Misallocation

April 2026

Benny & The Squirrel: Ep. 44 - The Unmissable Sunday Show!

Apr 26 • Capital Misallocation and The Blind Squirrel

The Earnings Delusion

Benny & The Squirrel: Ep. 44 - The Unmissable Sunday Show!

Apr 22 • Capital Misallocation and The Blind Squirrel

Is This Rally a Head Fake?

Benny & The Squirrel: Ep. 43 with Craig Shapiro

Apr 17 • Capital Misallocation and The Blind Squirrel

Hormuz Double Lock

Benny & The Squirrel: Ep. 42 - The Unmissable Sunday Show!

Apr 14 • Capital Misallocation and The Blind Squirrel

The Final Leg of the Credit Cycle?

Benny & The Squirrel: Ep. 41 with Charlie Peabody

Apr 10 • Capital Misallocation and The Blind Squirrel

SpaceX IPO Will Break The Market

Benny & The Squirrel: Ep. 40

Apr 6 • Capital Misallocation and The Blind Squirrel

SpaceX - The Liquidity Black Hole. Co-Authored with The Blind Macro Squirrel

Apr 5 • Capital Misallocation and The Blind Squirrel

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