Blind Squirrel Macro - The Pod

Pod: Wearable Prophylactics

14 Dec 2025

Contributed by Lukas

This is a free preview of a paid episode. To hear more, visit www.blindsquirrelmacro.comThe full Monday note can always be found at www.blindsquirrelm...

Pod: Steepening Ahead

08 Dec 2025

Contributed by Lukas

This is a free preview of a paid episode. To hear more, visit www.blindsquirrelmacro.comThe full Monday note can always be found at www.blindsquirrelm...

Pod: The Foundry Sisters

01 Dec 2025

Contributed by Lukas

This is a free preview of a paid episode. To hear more, visit www.blindsquirrelmacro.comThe full Monday note can always be found at www.blindsquirrelm...

Pod: The Prabowo Pivot

16 Nov 2025

Contributed by Lukas

This is a free preview of a paid episode. To hear more, visit www.blindsquirrelmacro.comThe full Monday note can always be found at www.blindsquirrelm...

Pod: Silk Roadent

10 Nov 2025

Contributed by Lukas

This is a free preview of a paid episode. To hear more, visit www.blindsquirrelmacro.comThe full Monday note can always be found at www.blindsquirrelm...

A Trillion to Tashkent

07 Nov 2025

Contributed by Lukas

A Trillion to TashkentScott Osheroff is true emerging market frontiersman. On Tuesday, he and I sat down to discuss the investment opportunity in Uzbe...

Pod: Low Energy

26 Oct 2025

Contributed by Lukas

This is a free preview of a paid episode. To hear more, visit www.blindsquirrelmacro.comThe full Monday note can always be found at www.blindsquirrelm...

Pod: No More SNRL

20 Oct 2025

Contributed by Lukas

This is a free preview of a paid episode. To hear more, visit www.blindsquirrelmacro.comThe full Monday note can always be found at www.blindsquirrelm...

Pod: Poor Brian

06 Oct 2025

Contributed by Lukas

This is a free preview of a paid episode. To hear more, visit www.blindsquirrelmacro.comThe full Monday note can always be found at www.blindsquirrelm...

Pod: Making Sense of the Junk

15 Sep 2025

Contributed by Lukas

This is a free preview of a paid episode. To hear more, visit www.blindsquirrelmacro.comThe full Monday note can always be found at www.blindsquirrelm...

Pod: China's Game Master has Spoken

08 Sep 2025

Contributed by Lukas

This is a free preview of a paid episode. To hear more, visit www.blindsquirrelmacro.comThe full Monday note can always be found at www.blindsquirrelm...

Pod: Time for a Risk Review

01 Sep 2025

Contributed by Lukas

This is a free preview of a paid episode. To hear more, visit www.blindsquirrelmacro.comThe full Monday note can always be found at www.blindsquirrelm...

Pod: Cupertino Rent-Seeker

25 Aug 2025

Contributed by Lukas

This is a free preview of a paid episode. To hear more, visit www.blindsquirrelmacro.comThe full Monday note can always be found at www.blindsquirrelm...

Pod: Beelzebub's Brussels Sprouts

18 Aug 2025

Contributed by Lukas

This is a free preview of a paid episode. To hear more, visit www.blindsquirrelmacro.comThe full Monday note can always be found at www.blindsquirrelm...

Pod: The tough lot of the Innkeeper

11 Aug 2025

Contributed by Lukas

This is a free preview of a paid episode. To hear more, visit www.blindsquirrelmacro.comThe full Monday note can always be found at www.blindsquirrelm...

Pod: Redemption Song

03 Aug 2025

Contributed by Lukas

This is a free preview of a paid episode. To hear more, visit www.blindsquirrelmacro.comThe full Monday note can always be found at www.blindsquirrelm...

Pod: Missing the Gulf

28 Jul 2025

Contributed by Lukas

This is a free preview of a paid episode. To hear more, visit www.blindsquirrelmacro.comThe full Monday note can always be found at www.blindsquirrelm...

Pod: Bonds and Bulls

21 Jul 2025

Contributed by Lukas

This is a free preview of a paid episode. To hear more, visit www.blindsquirrelmacro.comThe full Monday note can always be found at www.blindsquirrelm...

Pod: Acorn Stock Take: Part 4 - Wash up

30 Jun 2025

Contributed by Lukas

This is a free preview of a paid episode. To hear more, visit www.blindsquirrelmacro.comThe full Monday note can always be found at www.blindsquirrelm...

Pod: Acorn Stock Take: Part 3 - Financials

23 Jun 2025

Contributed by Lukas

During June, before Blind Squirrel Macro moves completely behind the paywall, we are going through the process of re-underwriting all of the live Acor...

Pod: Acorn Stock Take: Part 2 EM Edition

16 Jun 2025

Contributed by Lukas

The full Monday note can always be found at www.blindsquirrelmacro.comMusic from Max Slorach. Find him at:email: [email protected] / web...

Pod: Still Waiting for 'Samantha'

02 Jun 2025

Contributed by Lukas

The full Monday note can always be found at www.blindsquirrelmacro.comMusic from Max Slorach. Find him at:email: [email protected] / web...

The Business of Speed

24 May 2025

Contributed by Lukas

Blind Squirrel Macro: The Pod (Episode 88).. Audio-only edition embedded below and also available in the usual ‘Blind Squirrel Macro: The Pod’ fee...

The Day Amazon IPO-ed at $0.08 / share!

16 May 2025

Contributed by Lukas

Blind Squirrel Macro: The Pod (Episode 87) - Recorded May 15th, 2025. Audio-only edition embedded below and also available in the usual ‘Blind Squir...

Pod: A Furry-tail Ending for Waymo?

12 May 2025

Contributed by Lukas

The full Monday note can always be found at www.blindsquirrelmacro.comMusic from Max Slorach. Find him at:email: [email protected] / web...

China Thoughts

07 May 2025

Contributed by Lukas

Was back on CNBC on Tuesday morning. Blind Squirrel Macro is a reader-supported publication. To receive new posts and support my work, consider becomi...

Pod: The Canadian Oil Mafia is Back

05 May 2025

Contributed by Lukas

The full Monday note can always be found at www.blindsquirrelmacro.comMusic from Max Slorach. Find him at:email: [email protected] / web...

Pod: Deal Drought

21 Apr 2025

Contributed by Lukas

The full Monday note can always be found at www.blindsquirrelmacro.comMusic from Max Slorach. Find him at:email: [email protected] / web...

Pod: Vale Old Chestnut.

14 Apr 2025

Contributed by Lukas

The full Monday note can always be found at www.blindsquirrelmacro.comMusic from Max Slorach. Find him at:email: [email protected] / web...

Pod: What next for Mumbai's Mungers?

31 Mar 2025

Contributed by Lukas

The full Monday note can always be found at www.blindsquirrelmacro.comMusic from Max Slorach. Find him at:email: [email protected] / web...

Unpacking Coreweave with Craig Coben

27 Mar 2025

Contributed by Lukas

Recorded 27th March, 2025. Audio-only edition embedded below and also available in the usual ‘Blind Squirrel Macro: The Pod’ podcast feeds.I have ...

Pod: The Drone Edition

24 Mar 2025

Contributed by Lukas

The full Monday note can always be found at www.blindsquirrelmacro.comMusic from Max Slorach. Find him at:email: [email protected] / web...

A Panda and a Squirrel enter a bar

19 Mar 2025

Contributed by Lukas

Recorded 19th March, 2025. Audio-only edition embedded below and also available in the usual ‘Blind Squirrel Macro: The Pod’ podcast feeds.This is...

Pod: Chinese Booze Edition

17 Mar 2025

Contributed by Lukas

The full Monday note can always be found at www.blindsquirrelmacro.comMusic from Max Slorach. Find him at:email: [email protected] / web...

Pod: Multi-polarity Accelerated

03 Mar 2025

Contributed by Lukas

The full Monday note can always be found at www.blindsquirrelmacro.comMusic from Max Slorach. Find him at:email: [email protected] / web...

Following the Rules with Jerry Parker

01 Mar 2025

Contributed by Lukas

Recorded 25th February, 2025. Audio-only edition embedded below and is also available in the usual ‘Blind Squirrel Macro: The Pod’ podcast feeds.I...

Pod: Saddlebags Redux

24 Feb 2025

Contributed by Lukas

The full Monday note can always be found at www.blindsquirrelmacro.comMusic from Max Slorach. Find him at:email: [email protected] / web...

Pod: Hot for Hot Pot

17 Feb 2025

Contributed by Lukas

The full Monday note can always be found at www.blindsquirrelmacro.comMusic from Max Slorach. Find him at:email: [email protected] / web...

Pod: Time to Bank on Japan!

10 Feb 2025

Contributed by Lukas

The full Monday note can always be found at www.blindsquirrelmacro.comMusic from Max Slorach. Find him at:email: [email protected] / web...

Pod: Like wet SOXX on a Chicken?

03 Feb 2025

Contributed by Lukas

The full Monday note can always be found at www.blindsquirrelmacro.comMusic from Max Slorach. Find him at:email: [email protected] / web...

Pod: Tape Bomb Refuge

27 Jan 2025

Contributed by Lukas

The full Monday note can always be found at www.blindsquirrelmacro.comMusic from Max Slorach. Find him at:email: [email protected] / web...

Pod: Commodities are not Sardines

20 Jan 2025

Contributed by Lukas

The full Monday note can always be found at www.blindsquirrelmacro.comMusic from Max Slorach. Find him at:email: [email protected] / web...

Pod: The 🐿️'s BUSHY™ Hedge Book

13 Jan 2025

Contributed by Lukas

The full Monday note can always be found at www.blindsquirrelmacro.comMusic from Max Slorach. Find him at:email: [email protected] / web...

Pod: The 🐿️'s BUSHY™ Portfolio

06 Jan 2025

Contributed by Lukas

The full Monday note can always be found at www.blindsquirrelmacro.comMusic from Max Slorach. Find him at:email: [email protected] / web...

Pod: The 🐿️'s Night before Christmas

23 Dec 2024

Contributed by Lukas

The full Monday note can always be found at www.blindsquirrelmacro.comMusic from Max Slorach. Find him at:email: [email protected] / web...

Pod: Another Table at the Casino

16 Dec 2024

Contributed by Lukas

The full Monday note can always be found at www.blindsquirrelmacro.comMusic from Max Slorach. Find him at:email: [email protected] / web...

Pod: Clipping Emerging Divvies

09 Dec 2024

Contributed by Lukas

The full Monday note can always be found at www.blindsquirrelmacro.comMusic from Max Slorach. Find him at:email: [email protected] / web...

Pod: Is Santa getting over his skis?

02 Dec 2024

Contributed by Lukas

The full Monday note can always be found at www.blindsquirrelmacro.comMusic from Max Slorach. Find him at:email: [email protected] / web...

Pod: Going nuts with digital payments

25 Nov 2024

Contributed by Lukas

The full Monday note can always be found at www.blindsquirrelmacro.comMusic from Max Slorach. Find him at:email: [email protected] / web...

Pod: Hurry boy, she's waiting there

18 Nov 2024

Contributed by Lukas

The full Monday note can always be found at www.blindsquirrelmacro.comMusic from Max Slorach. Find him at:email: [email protected] / web...

Pod: Lost Umbrella?

11 Nov 2024

Contributed by Lukas

The full Monday note can always be found at www.blindsquirrelmacro.comMusic from Max Slorach. Find him at:email: [email protected] / web...

Pod: Zombie Beta

04 Nov 2024

Contributed by Lukas

The full Monday note can always be found at www.blindsquirrelmacro.comMusic from Max Slorach. Find him at:email: [email protected] / web...

Pod: To Boldly Go 🚀

28 Oct 2024

Contributed by Lukas

The full Monday note can always be found at www.blindsquirrelmacro.comMusic from Max Slorach. Find him at:email: [email protected] / web...

Pod: Good, Good enough or God,enough!

21 Oct 2024

Contributed by Lukas

The full Monday note can always be found at www.blindsquirrelmacro.comThe Monday Note:Show Note Visuals:Link to Goldman Sachs AI piece “I think that...

Pod: The end of lithium's manic episode

14 Oct 2024

Contributed by Lukas

The full Monday note can always be found at www.blindsquirrelmacro.comThe Monday Note:Show Note Visuals:Music from Max Slorach. Find him at:email: ma...

Pod: Car Company 😉

07 Oct 2024

Contributed by Lukas

The full Monday note can always be found at www.blindsquirrelmacro.comThe Monday Note:Show Note Visuals:Let’s walk through the economics of owning t...

Pod: SaaS Unicorns 'X' Glue Factory?

30 Sep 2024

Contributed by Lukas

The full Monday note can always be found at www.blindsquirrelmacro.comThe Monday Note:Show Note Visuals:Music from Max Slorach. Find him at:email: ma...

The Multi Asset Speed Date - Volume 1

25 Sep 2024

Contributed by Lukas

Welcome to the first edition of The Multi Asset Speed Date with my friend MC of MacroCharts. We recorded this on Wednesday 25th September 2024.Running...

Pod: Contemplating the Defensive Puzzle

23 Sep 2024

Contributed by Lukas

The full Monday note can always be found at www.blindsquirrelmacro.comThe Monday Note:Show Note Visuals:Music from Max Slorach. Find him at:email: ma...

Pod: A mental Doji candle for the 🐿️

16 Sep 2024

Contributed by Lukas

The full Monday note can always be found at www.blindsquirrelmacro.comThe Monday Note:Show Note Visuals:Music from Max Slorach. Find him at:email: ma...

Pod: I'm axed at zero!

09 Sep 2024

Contributed by Lukas

The full Monday note can always be found at www.blindsquirrelmacro.comThe Monday Note:Show Note Visuals:Thanks for listening!Squirrel Out!If you act o...

Pod: Batik Shirt Comeback!

02 Sep 2024

Contributed by Lukas

The full Monday note can always be found at www.blindsquirrelmacro.comThe Monday Note:Show Note Visuals:Rogue Trader Soundtrack:Squirrel Out!If you ac...

Pod: 'Little Tech' Riding Hood (and the SBC Recyclers)

26 Aug 2024

Contributed by Lukas

The full Monday note can always be found at www.blindsquirrelmacro.comThe Monday Note:Show Note Visuals:Squirrel Out!If you act on anything provided i...

Pod: Back in the Straddle!

19 Aug 2024

Contributed by Lukas

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 th...

Pod: Psst! You're long China anyway!

12 Aug 2024

Contributed by Lukas

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 th...

Pod: Gasoline Blues

05 Aug 2024

Contributed by Lukas

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 th...

Pod: Peering through the fog

29 Jul 2024

Contributed by Lukas

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 th...

Pod: The bonds are watching

01 Jul 2024

Contributed by Lukas

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 th...

Pod: Red Markets in Red Wine

25 Jun 2024

Contributed by Lukas

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 th...

Pod: Career Risk and Sirens' Songs

18 Jun 2024

Contributed by Lukas

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 th...

Pod: It 'AI'-n't Necessarily So!

10 Jun 2024

Contributed by Lukas

The full Monday note can be found at www.blindsquirrelmacro.comThe Monday Note:Show Note Visuals:Remember in March when the obituaries were being writ...

Pod: Lurking in the Shadows

03 Jun 2024

Contributed by Lukas

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, y...

Pod: They think it's all over!

27 May 2024

Contributed by Lukas

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 ind...

Pod: Crop Gear! (Oh, Deere!)

20 May 2024

Contributed by Lukas

The Monday Note:Show Note Visuals:Agriculture’s share of developed economies has shrunk dramatically over that period.If you act on anything provide...

Pod: Trending. The 🐿️ and the Turtle.

13 May 2024

Contributed by Lukas

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 n...

Pod: Losing My Religion

07 May 2024

Contributed by Lukas

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 newslet...

Pod: Wheat Kings

29 Apr 2024

Contributed by Lukas

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 anythi...

Pod: Dead Generals out, Grandpa's defensives in?

22 Apr 2024

Contributed by Lukas

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 e...

Pod: April Fool or a Hamlet Moment

01 Apr 2024

Contributed by Lukas

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 e...

Pod: An evening with Guenther

25 Mar 2024

Contributed by Lukas

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/subs...

Pod: Big in Japan

18 Mar 2024

Contributed by Lukas

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/subs...

Pod: Who dares fade 'The Highlander Effect'?

11 Mar 2024

Contributed by Lukas

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/subs...

Pod: The 🐿️ must be on drugs!

04 Mar 2024

Contributed by Lukas

Blind Squirrel Macro is a reader-supported publication. To access the full weekly report, acorn reports, The Drey (Discord server) and merch (!) pleas...

Pod: Nah mate, I just need to outrun you!

26 Feb 2024

Contributed by Lukas

Blind Squirrel Macro is a reader-supported publication. To access the full weekly report, acorn reports, The Drey (Discord server) and merch (!) pleas...

Pod: Should the🐿️ be bullish (Synthetic) birdsh*t?

19 Feb 2024

Contributed by Lukas

Blind Squirrel Macro is a reader-supported publication. To access the full weekly report, acorn reports, The Drey (Discord server) and merch (!) pleas...

Pod: We have come a long way from Mad Men

12 Feb 2024

Contributed by Lukas

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/subs...

Just waitin' for the maturity wall

05 Feb 2024

Contributed by Lukas

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/subs...

Gonna need a bigger narrative!

29 Jan 2024

Contributed by Lukas

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/subs...

Together in Electric Dreams?

22 Jan 2024

Contributed by Lukas

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...

Weather Porn

15 Jan 2024

Contributed by Lukas

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/subs...

Are we there yet? Thoughts from the road.

09 Jan 2024

Contributed by Lukas

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/subs...

Eyes on Stalks

02 Jan 2024

Contributed by Lukas

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/subs...

Tough times for Financial Justice Warriors

18 Dec 2023

Contributed by Lukas

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/subs...

Now, Sid James and Ueda-San walk into that bar. Carry On?

11 Dec 2023

Contributed by Lukas

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, ...

Scooby-Doo and Vincent Vega walk into a bar.

04 Dec 2023

Contributed by Lukas

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/subs...

Hear me out! Leveraged Finance, but no marks!

27 Nov 2023

Contributed by Lukas

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/subs...

Sticking the Landing

21 Nov 2023

Contributed by Lukas

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/subs...

Thoughts on Dumb Money (I did it for Cliff)

13 Nov 2023

Contributed by Lukas

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Did the Grim Reaper miss his bus?

06 Nov 2023

Contributed by Lukas

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/subs...

Does Halloween have other plans for Santa?

31 Oct 2023

Contributed by Lukas

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/subs...