Capital Misallocation

Capital Misallocation

Is This Rally a Head Fake?

Benny & The Squirrel: Ep. 43 with Craig Shapiro

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Capital Misallocation and The Blind Squirrel
Apr 17, 2026
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In Episode 41, Benny & The Squirrel welcome Craig Shapiro to the show. Craig is the Senior Macro Strategist at Ninja Trader, the largest retail futures broker in the US. He also writes the excellent macro note published here on the stack - The Alethea Narrative .

The show was recorded at 4pm EST on Thursday 16th April.


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