Capital Misallocation

Capital Misallocation

The China Bull Market You Are Missing

Benny & The Squirrel: Ep. 63 with Robert Wu

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Capital Misallocation and The Blind Squirrel
Jun 28, 2026
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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.

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Episode Slide Deck (Below Paywall)

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