Capital Misallocation

Capital Misallocation

Volatility Takes a Summer Nap

Benny & The Squirrel Ep. 78: Unmissable Sunday Show

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Capital Misallocation and The Blind Squirrel
Aug 17, 2026
∙ Paid

Episode 78 was recorded at 6.30pm EST on Sunday 17th August, 2026.

The show has expanded on the socials! Follow us on Instagram and / or TikTok (if you do that kind of thing!)

Benny & The Squirrel (@bennyandthesquirrel) | TikTok

https://www.instagram.com/benny_and_the_squirrel/

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)

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