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Blind Squirrel Macro - The Pod

Business Education

Episodes

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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

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...

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...

'Fishy' returns in private markets.

24 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...

The Dangers of Extrapolation

17 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...

A pensive🐿️ contemplates the energy outlook.

10 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...

Seeing Red over Red Tape

02 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...

The '60/40' Portfolio doesn't work anymore. The Murdoch Effect.

25 Sep 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...

Seasonality and the St Leger

18 Sep 2023

Contributed by Lukas

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 b...

Pennies in front of the Steamroller

11 Sep 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...

The IPO of 'The House that Covid Built'

04 Sep 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...

A top in the Indian equity moon shot?

27 Aug 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...

From ‘The China Syndrome’ to ‘Trading Places’

21 Aug 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...

Master of the House and Sundae Sprinkles

13 Aug 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...

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