Playback speed×Share postShare post at current timeShare from 0:000:00/0:00Transcript61Ep. 6: Assessing the Collateral DamageAdding up the Trillions in Collateral Destruction from the DeleveragingCapital MisallocationNov 25, 202561ShareTranscriptDiscussion 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 MisallocationB&S Ep. 5: The Yen's Stairway to HeavenNov 24 • 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