The China Bull Market You Are Missing
Benny & The Squirrel: Ep. 63 with Robert Wu
In Episode 63, Benny and the 🐿️ were joined by Robert Wu. Robert is the founder and CEO of BigOne Lab, an alternative data and research company backed by S&P Global, serving leading institutional and corporate clients around the world. Robert writes for the opinion section of the New York Times and also writes at Baiguan and China Translated newsletters on Substack.
The show was recorded at 8pm EST on Thursday 25th June, 2026.
Become a paid subscriber to get full show notes, the episode slide deck, and access the rest of my work. Paid subs also get access to my AI Capex Monitor real time website and my Whatsapp channel chat that includes a number of my subs as well as LPs and other professional investors 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.
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.



