Blind Squirrel Macro - The Pod
131 episodes — Page 3 of 3
Pod: Big in Japan
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Pod: Who dares fade 'The Highlander Effect'?
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Pod: The 🐿️ must be on drugs!
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Pod: Nah mate, I just need to outrun you!
Blind Squirrel Macro is a reader-supported publication. To access the full weekly report, acorn reports, The Drey (Discord server) and merch (!) please consider becoming a paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.blindsquirrelmacro.com/subscribe
Pod: Should the🐿️ be bullish (Synthetic) birdsh*t?
Blind Squirrel Macro is a reader-supported publication. To access the full weekly report, acorn reports, The Drey (Discord server) and merch (!) please consider becoming a paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.blindsquirrelmacro.com/subscribe
Pod: We have come a long way from Mad Men
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Just waitin' for the maturity wall
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Gonna need a bigger narrative!
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Together in Electric Dreams?
I am also adding a link to an interview I recorded in December with Patrick Flood of LATAM STOCKS last December after I published our Brazil Basket in ‘Samba Time’.See you next week! Squirrel out!If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsletter is for educational and entertainment purposes only and NOT investment advice. Nothing in this newsletter is an offer to sell or to buy any security. The author is not responsible for any financial loss you may incur by acting on any information provided in this newsletter. Before making any investment decisions, talk to a financial advisor. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.blindsquirrelmacro.com/subscribe
Weather Porn
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Are we there yet? Thoughts from the road.
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Eyes on Stalks
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Tough times for Financial Justice Warriors
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Now, Sid James and Ueda-San walk into that bar. Carry On?
The Led Zepellin reference explained! This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.blindsquirrelmacro.com/subscribe
Scooby-Doo and Vincent Vega walk into a bar.
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Hear me out! Leveraged Finance, but no marks!
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Sticking the Landing
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Thoughts on Dumb Money (I did it for Cliff)
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Did the Grim Reaper miss his bus?
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Does Halloween have other plans for Santa?
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'Fishy' returns in private markets.
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The Dangers of Extrapolation
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A pensive🐿️ contemplates the energy outlook.
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Seeing Red over Red Tape
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The '60/40' Portfolio doesn't work anymore. The Murdoch Effect.
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Seasonality and the St Leger
A short one this week. The 🐿️ is at the beach! This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.blindsquirrelmacro.com/subscribe
Pennies in front of the Steamroller
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The IPO of 'The House that Covid Built'
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A top in the Indian equity moon shot?
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From ‘The China Syndrome’ to ‘Trading Places’
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Master of the House and Sundae Sprinkles
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