Capital Misallocation

Capital Misallocation

Is it SAFE to add Gold Miners Here?

Benny & The Squirrel: Ep. 28

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Capital Misallocation and The Blind Squirrel
Feb 23, 2026
∙ Paid

Show recorded on the evening (EST) of Sunday 23rd February.

In Episode 28, Benny and The Squirrel spend 25 minutes debating risk and the opportunity in precious metals stocks.

Make sure you join us again on Thursday. John ‘JJ’ Johnston aka Alyosha, veteran metals trader and author of Market Vibes joins us for a chat.

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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