Benny and The Squirrel Episode 9: After the sport chat, @Benny_Squirrel discuss some convex bond ideas, SCOTUS tariff rulings, the market implications of the National Security Strategy and the last real week of the (underwhelming) 2025 IPO season. Never miss a Sunday show!
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Rates and Risk Assets Disagree. Who is Right?
Episode 9: December 8th, 2025
Capital Misallocation
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Capital Misallocation
The Blind Squirrel
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