Capital Misallocation

Capital Misallocation

The Silver Short Squeeze is OVER!

Benny & The Squirrel: Ep. 29 - A Metals Masterclass with John 'Alyosha' Johnston

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Capital Misallocation and The Blind Squirrel
Feb 27, 2026
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The 🐿️ and I sat down with John ‘Alyosha’ Johnston, whom has enjoyed a 50-year career in the metals markets. He has made the successful transition from the open outcry pits of COMEX into the digital age of trading. He has probably forgotten more about gold, silver and crude markets than most modern traders will ever know.

JJ’s excellent ‘Market Vibes’ letter is published twice a day on Substack. Not only is it packed with knowledge and experience, it is beautifully written. He has some awesome stories to share. JJ is also on Twitter.

Become a paid subscriber to get full show notes, Benny’s personal thoughts, the episode slide deck, and the rest of my work. Paid subs also get access to my real time chat 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.

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