About this podcast
Macro for Civilians. Sharing successes and failures in the 30-year hunt for acorns in the markets. Finance observations are hit and miss. www.blindsquirrelmacro.com
143 episodes · Zakelijk
Blind Squirrel Macro - The Pod
Latest episodePod: ASEAN Post Energy Shock
About this podcast
Macro for Civilians. Sharing successes and failures in the 30-year hunt for acorns in the markets. Finance observations are hit and miss. www.blindsquirrelmacro.com
Recent episodes
- Pod: Fading the Utes Redux13 Sept · 6 min
- Pod: Underwriting The Dirt Movers6 Sept · 6 min
- Pod: Bankers and Bots30 Aug · 4 min
- Pod: 20 Stocks for 20 Years23 Aug · 24 min
- Pod: Addressing Past Macro Errors16 Aug · 5 min
- Pod: Valuing Anthropic and OpenAI9 Aug · 12 min
- Pod: Hyperscalers and the Long Bond2 Aug · 7 min
- Pod: Talking Turkey26 Jul · 5 min
- Pod: The Binface Bottom?19 Jul · 3 min
- Pod: The China Collar13 Jul · 4 min
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