Capital Misallocation

Capital Misallocation

Hidden Risks

Benny & The Squirrel: Ep. 44 - The Unmissable Sunday Show!

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Capital Misallocation and The Blind Squirrel
Apr 26, 2026
∙ Paid

The “Unmissable Sunday Show” was recorded at 6.20pm EST on Sunday 26th April, 2026. The B&S Composite Fragility Security Index analysis deck is included below for all paying subs in addition to the slide deck from the show.

Become a paid subscriber to get full show notes, Benny’s personal thoughts, the episode slide deck, and the rest of my work. Paid subs also get access to my real time chat where I share a morning summary of the markets, random trades I put on that I find interesting, and market color I get daily from my vast network of PM’s, traders, and brokers.

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