Playback speed×Share postShare post at current timeShare from 0:000:00/0:00TranscriptBenny & The Squirrel Ep. 4: Rats & ShipsBitcoin, Factors, Implied Correlation, and Reviewing the Upcoming WeekCapital 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 MisallocationB&S Ep. 5: The Yen's Stairway to HeavenNov 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