Oh, Gavin!
The AI gaslighters are getting on the 🐿️'s nerves. Plus the weekly review of BUSHY™ and live Acorn trade ideas. 'Start the Week': 2026, Week 31.
Blind Squirrel Macro
Macro for Civilians. Sharing successes and failures in the 30-year hunt for acorns in the markets. Acorns can emerge from anywhere.
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Volatility Takes a Summer Nap
Benny & The Squirrel: Episode 78.
Pod: Addressing Past Macro Errors
Blind Squirrel Macro: The Pod. s2026; Episode 140.
Leveraging the Hong Kong 'Sluice'
Making amends for a shocking macro call in the rodent's dim and distant past. The 🐿️'s 'Monday' Morning Notes. Year 4; Week 32 of 2026.
Fading the K-Shaped Economy Narrative
Benny & The Squirrel: Episode 77 with Jeff Macke.
Chase the ShinyAcorns?
The weekly review of BUSHY™ and live Acorn trade ideas. 'Start the Week': 2026, Week 31.
Is AI Profitable?
Benny & The Squirrel: Episode 76.
Pod: Valuing Anthropic and OpenAI
Blind Squirrel Macro: The Pod. s2026; Episode 139.
The Foundation Credo
The value of the 2 major foundation lab AI companies is the belief system that is propping up the entire AI capex boom. An investigation. The 🐿️'s 'Monday' Morning Notes. Year 4; Week 31 of 2026.
Mike's New Adventure
Benny & The Squirrel: Episode 75 with Mike Green, Founder of Tier One Alpha Asset Management.