Capital Misallocation

Capital Misallocation

Explosive Setup in Ags!

Benny & The Squirrel: Ep. 34 - "Never Miss a Sunday Show"

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Capital Misallocation, The Blind Squirrel, and Danielle DiMartino Booth
Mar 16, 2026
∙ Paid

In Episode 34 The Squirrel & I cover a wide array of topics in cross-asset markets and finish with a discussion of The Squirrel’s recent note on Ags that was co-authored by our guest on the Thursday show Nico Hoyt where will dive deep into the current opportunities in the Ag space.

Show was recorded at 5.30pm EST on Sunday 15th March.

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