Capital Misallocation

Capital Misallocation

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From Wall Street to Y’all Street
Benny & The Squirrel Ep. 79 with Brent Johnson
 • Capital Misallocation and The Blind Squirrel
Volatility Takes a Summer Nap
Benny & The Squirrel Ep. 78: Unmissable Sunday Show
 • Capital Misallocation and The Blind Squirrel
Fading the K-Shaped Economy Narrative
Benny & The Squirrel: Ep. 77 wtih Jeff Macke
 • Capital Misallocation and The Blind Squirrel
Is AI Profitable?
Benny & The Squirrel Ep. 76 - LLM Tokenomics +OpenAI/Anthropic Deep Dive
 • Capital Misallocation and The Blind Squirrel
Mike's New Adventure
Benny & The Squirrel: Ep. 75 w/ Mike Green, Founder of Tier 1 Alpha Asset Mgt.
 • Capital Misallocation and The Blind Squirrel
The Compute Standard
Japan never paid for 1989. It refinanced for 36 years. The AI credit stack is the new invoice.
 • Capital Misallocation

July 2026

The Death Shot!
Benny & The Squirrel Ep. 72 - Unmissable Sunday Show UK Edition
 • Capital Misallocation and The Blind Squirrel
Yen Bulls Anonymous
Benny & The Squirrel: Ep. 71 with Kevin Muir
 • The Blind Squirrel, Benny and the Squirrel, and Capital Misallocation
The Railway Hallucination - Podcast Edition
Benny & The Squirrel Ep. 70 - Unmissable Sunday Show UK Edition
 • Capital Misallocation and The Blind Squirrel
Be Aggressively Defensive!
Benny & The Squirrel: Ep. 69 with David Dredge
 • Capital Misallocation and The Blind Squirrel
The Railway Hallucination: The Infrastructure That Outlived Its Shareholders
Why the AI infrastructure boom is bound to the same arithmetic of the 1840s British Railway Mania and What it Means for Your 401(K)
 • Capital Misallocation
AI ROI Framework is Broken!
Benny & The Squirrel Ep. 68 - Introducing a New Framework to Analyze AI ROI
 • Capital Misallocation and The Blind Squirrel
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