Capital Misallocation

Capital Misallocation

Failure at The Fed

Benny & The Squirrel: Ep. 33 with Danielle DiMartino Booth

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Capital Misallocation and The Blind Squirrel
Mar 12, 2026
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In Episode 33 The Squirrel & I are joined by Danielle DiMartino Booth to discuss the Federal Reserve, private credit, and Non-Depository Financial Institutions (NDFIs), the labor market, and a few other fun topics. If you like macro you will like this conversation as we basically went off script and chatted the way the three of us would over drinks at a bar. It was a high level, high energy conversation. ENJOY!

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