Capital Misallocation

Is There a Compute Surplus On the Horizon?

Benny & The Squirrel: Ep. 19 with Sachin Dev Duggal, Founder of SekondBrain.AI

10 hrs ago • Capital Misallocation and The Blind Squirrel

We Getting Ready to Rollover?

Benny & The Squirrel: Ep. 18

Jan 20 • Capital Misallocation and The Blind Squirrel

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Trouble in Big Rock Candy Mountain?

Benny & The Squirrel: Ep. 17 with the "King of Convexity" David Dredge, CIO of Convex Strategies

Jan 16 • Capital Misallocation and The Blind Squirrel

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Dollar UP, EM UP - What's UP??

Benny & The Squirrel: Ep. 16

Jan 13 • 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 • Capital Misallocation and The Blind Squirrel

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Venezuela Winners and Losers

Benny & The Squirrel: Episode 14

Jan 13 • Capital Misallocation and The Blind Squirrel

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It's a ¡No Mas! Situation - Final Thoughts of 2026 from Benny & The Squirrel

Benny & The Squirrel: Episode 13

Jan 13 • Capital Misallocation and The Blind Squirrel

Uncovering the 21st Century Manhattan Project

Benny & The Squirel Ep. 12 with guest Brent Johnson

Jan 8 • Capital Misallocation

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December 2025

"They're Selling Mortimer"

AI/LLM/Bubble Stonk Longs = Modern Day Duke Bros.

Dec 17, 2025 • Capital Misallocation

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September 2025

LLM/AI Roundtripping Nonsense & Why Volatility is the Actual Price of Money

My Latest Podcast Appearance - "Rebel Capitalist Interviews"

Sep 26, 2025 • Capital Misallocation

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January 2025

Is the Dollar Bull Run Doomed?

Rupert Mitchell, of Blind Squirrel Macro, Gives Us His Outlook

Jan 27, 2025 • Capital Misallocation

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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 • Capital Misallocation

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