Capital Misallocation

Capital Misallocation

Home
Notes
Chat
Archive
About

Sitemap - 2025 - Capital Misallocation

"They're Selling Mortimer"

Hear That? It's the Sucking Sound of Liquidity!

What Does the Macro Tourist Think These Days? With Kevin Muir

Rates and Risk Assets Disagree. Who is Right?

Has the US Consumer Bottomed? with retail guru Jeff Macke.

Ep. 7: Will the Risk Rally Continue? What does the Silver Spike Mean for the Precious Metals Rally?

Ep. 6: Assessing the Collateral Damage

B&S Ep. 5: The Yen's Stairway to Heaven

Benny & The Squirrel Ep. 4: Rats & Ships

Benny and The Squirrel Ep. 3 - Ugly Day for Bubble Stonks

Debut of "Benny & The Squirrel"

LLM/AI Roundtripping Nonsense & Why Volatility is the Actual Price of Money

Making Macro Great Again with Kevin Muir

Scaling with Success with Amy Wilkinson

The Business of Love with Amy Andersen

“This is a Reset, Not a Bear Market" with David Levenson

How Does Your Strategy Perform When You’re Wrong? with David Dredge

Market Dynamics, Investing, & Trading Strategies with Michael Harris

Is the Dollar Bull Run Doomed?

© 2025 Benjamin Brey · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture