Capital Misallocation

Capital Misallocation

Banks: Exit Stage Right!

Benny & The Squirrel: Ep. 67 with Charlie Peabody

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Capital Misallocation and The Blind Squirrel
Jul 10, 2026
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In Episode 67, Benny & The Squirrel welcome back our regular guest Charlie Peabody. Charlie is a partner and the founder of financials specialist Portales Partners.

The show was recorded at 6pm EST on Wednesday 8th July, 2026.

Become a paid subscriber to get full show notes, the episode slide deck, access to my AI Capex Monitor real time website and my Whatsapp channel chat that includes many PMs, traders, and investors alongside my subs as well as LPs where I share a morning summary of the markets, random trades I put on that I find interesting, research, and market color. There is often very interesting discussion that occurs on there among professional investors.

Episode Slide Deck (Below Paywall)

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