Capital Misallocation

Capital Misallocation

Will Energy Kill The Japanese Bull Market?

Benny & The Squirrel: Ep. 31 - Japan Deep Dive with Mateen Chaudhry

Capital Misallocation's avatar
The Blind Squirrel's avatar
Capital Misallocation and The Blind Squirrel
Mar 06, 2026
∙ Paid

Benny and I welcome Mateen Chaudhry to the pod. Mateen is a seasoned investment professional based in Australia, focusing on Japan and wider Asian markets. Make sure that you sign up for Mateen’s Discuss The Tape letter and his new Kabu Japan publication.

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.

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2026 Benjamin Brey · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture