Blind Squirrel Macro - The Pod
Episodes
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
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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...