Mike's New Adventure

Benny & The Squirrel: Ep. 75 w/ Mike Green, Founder of Tier 1 Alpha Asset Mgt.

Benny (Capital Misallocation) & The Squirrel (Blind Squirrel Macro) were joined once again by Mike Green, Founder of Tier 1 Alpha Asset Management who writes who you can also follow on this platform at Yes, I give a fig.

The show was recorded at 6pm EST on Thursday 6th August.

⚠️ Audio Quality Warning & Apology ⚠️
We want to sincerely apologize for the audio issues on our end during this episode. Blame Caribbean Telecoms! However, we decided to publish this because Mike Green’s audio is perfectly clear, and since he is delivering the vast majority of the insights and doing most of the talking, we didn’t want you to miss out on this incredible conversation.

Benny & The Squirrel will be back on Sunday evening for our regular ‘Start the Week’ show where we will focus on LLM ‘Tokenomics’ and take a first shot at putting valuations on the upcoming Anthropic and OpenAI Mega IPOs.

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Episode Slide Deck (Below Paywall)