Playback speed×Share postShare post at current timeShare from 0:000:00/0:00TranscriptB&S Ep. 5: The Yen's Stairway to HeavenDiscuss the Huge Reversal Post NVDA earnings, the Yen, & Market Forcing Fed's HandCapital MisallocationNov 24, 2025ShareTranscriptDiscussion about this videoCommentsRestacksjust THINK about itCapital Markets, Capital Misallocation, Trade Ideas, and Random MusingsCapital Markets, Capital Misallocation, Trade Ideas, and Random MusingsSubscribeListen onSubstack AppSpotifyYouTubeRSS FeedAppears in episodeCapital MisallocationRecent EpisodesEp. 7: Will the Risk Rally Continue? What does the Silver Spike Mean for the Precious Metals Rally?13 hrs ago • Capital MisallocationEp. 6: Assessing the Collateral DamageNov 25 • Capital MisallocationBenny & The Squirrel Ep. 4: Rats & ShipsNov 24 • Capital MisallocationBenny and The Squirrel Ep. 3 - Ugly Day for Bubble StonksNov 14 • Capital MisallocationDebut of "Benny & The Squirrel"Nov 7 • Capital MisallocationMaking Macro Great Again with Kevin MuirApr 6 • Capital Misallocation and Kevin MuirScaling with Success with Amy WilkinsonMar 27 • Capital Misallocation and Amy Wilkinson