The $40bn Fund That Won't Let You Out
Benny & The Squirrel: Ep. 65 with Laks Ganapathi of Unicus Research
In Episode 65, Benny & I were joined by Laks Ganapathi, Founder of Unicus Research and Portfolio Manager at Minerva. Unicus Research provides actionable, short-focused investment ideas to institutional managers worldwide, applying proprietary primary research and thorough fundamental and investigative analysis.
Laks has been all over the emerging meltdown in the private credit market. Join us for a deep dive.
The show was recorded at 6pm EST on Thursday 2nd July, 2026.
Become a paid subscriber to get full show notes, the episode slide deck, access to my AI Capex Monitor real time website and my Whatsapp channel chat that includes many PMs, traders, and investors alongside my subs as well as LPs where I share a morning summary of the markets, random trades I put on that I find interesting, research, and market color. There is often very interesting discussion that occurs on there among professional investors.
Episode Slide Deck (Below Paywall)
Keep reading with a 7-day free trial
Subscribe to Capital Misallocation to keep reading this post and get 7 days of free access to the full post archives.