Blind Squirrel Macro - The Pod
144 episodes — Page 3 of 3
Pod: The bonds are watching
The full Monday note can always be found at www.blindsquirrelmacro.comIf 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
Pod: Red Markets in Red Wine
The full Monday note can always be found at www.blindsquirrelmacro.comIf 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
Pod: Career Risk and Sirens' Songs
The full Monday note can always be found at www.blindsquirrelmacro.comIf 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
Pod: It 'AI'-n't Necessarily So!
The full Monday note can be found at www.blindsquirrelmacro.comThe Monday Note:Show Note Visuals:Remember in March when the obituaries were being written for Alphabet GOOG 0.00%↑ after the botched launch of their ‘woke’ chatbot, Gemini? So does the 🐿️! 😉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
Pod: Lurking in the Shadows
The full Monday note can be found at www.blindsquirrelmacro.comThe Monday Note:Show Note Visuals: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
Pod: They think it's all over!
The full Monday note can be found at www.blindsquirrelmacro.comThe Monday Note:Show Note Visuals:SpotGamma note the vanna and charm effects of the index options market.Dispersion explainer: These days everyone is a seller of volatility and the dispersion trade (long single stock volatility, short index volatility - explainer here) continues to be crowded.David Dredge’s excellent April Risk Update - “Wittgenstein’s Ruler” elegantly points out some long-term patterns from the past, highlighting how extreme compression in FX vols often acts as a harbinger for major (unforeseen) risk events. With hindsight it all looks so obvious!es.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
Pod: Crop Gear! (Oh, Deere!)
The Monday Note:Show Note Visuals:Agriculture’s share of developed economies has shrunk dramatically over that period.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
Pod: Trending. The 🐿️ and the Turtle.
The Monday Note:Show Note Visuals: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
Pod: Losing My Religion
The Monday Note:The Visuals: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
Pod: Wheat Kings
The Monday Note:The Visuals:The 3 tables below are taken from the OECD and UN FAO’s Agricultural Outlook 2023-2032:‘The Hip’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
Pod: Dead Generals out, Grandpa's defensives in?
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
Pod: April Fool or a Hamlet Moment
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
Pod: An evening with Guenther
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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!
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: 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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