Blind Squirrel Macro - The Pod

Music from Max Slorach. Find him at: email: maxonsaxentertainment@gmail.com / web: maxonsax.com.au Thanks for listening! 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 entertainment purposes only and NOT investment advice. Nothing in this newsletter is an offer to sell or to buy any security. The a...

Music from Max Slorach. Find him at: email: maxonsaxentertainment@gmail.com / web: maxonsax.com.au Thanks for listening! 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 entertainment purposes only and NOT investment advice. Nothing in this newsletter is an offer to sell or to buy any security. The a...

This is a free preview of a paid episode. To hear more, visit www.blindsquirrelmacro.com This week’s (2 in 1!) podcast running order: Doc! My EM Tech is sick! “Will Energy Kill The Japanese Bull Market?” - with Mateen Chaudhry (from minute 14.30) The full 'Monday' and 'Start the Week' notes can always be found at www.blindsquirrelmacro.com Music from Max Slorach. Find him at: email: maxonsaxentert...

This is a free preview of a paid episode. To hear more, visit www.blindsquirrelmacro.com This week’s (2 in 1!) podcast running order: - Adobe: SaaSacre™ Victim or Don Draper’s Nightmare? - “The Silver Short Squeeze is OVER” - with John Johnston (from minute 21) The full 'Monday' and 'Start the Week' notes can always be found at www.blindsquirrelmacro.com Music from Max Slorach. Find him at: email:...

This is a free preview of a paid episode. To hear more, visit www.blindsquirrelmacro.com This week’s (2 in 1!) podcast running order: - The weekend note - Meet ShinyAcorns™ - “Time to get Bullish Asian FX?” - with Tom Roderick (from minute 24) The full 'Monday' and 'Start the Week' notes can always be found at www.blindsquirrelmacro.com Music from Max Slorach. Find him at: email: maxonsaxentertain...

This is a free preview of a paid episode. To hear more, visit www.blindsquirrelmacro.com This week's pod running order: 1. The weekend note - Did I buy GDX in a Safari Suit? 2. There are not enough EM assets to go around - with Louis Gave (from minute 20) 3. "Did Banks Catch the SaaS Flu? -Benny & The Squirrel - the Sunday Show (from Minute 90) The full 'Monday' and 'Start the Week' notes can alwa...

This is a free preview of a paid episode. To hear more, visit www.blindsquirrelmacro.com The full Monday note can always be found at www.blindsquirrelmacro.com Music from Max Slorach. Find him at: email: maxonsaxentertainment@gmail.com / web: maxonsax.com.au Thanks for listening! If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsl...

This is a free preview of a paid episode. To hear more, visit www.blindsquirrelmacro.com The full Monday note can always be found at www.blindsquirrelmacro.com Music from Max Slorach. Find him at: email: maxonsaxentertainment@gmail.com / web: maxonsax.com.au Thanks for listening! If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsl...

The full Monday note can always be found at www.blindsquirrelmacro.com Music from Max Slorach. Find him at: email: maxonsaxentertainment@gmail.com / web: maxonsax.com.au Thanks for listening! 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 entertainment purposes only and NOT investment advice. Nothi...

This is a free preview of a paid episode. To hear more, visit www.blindsquirrelmacro.com The full Monday note can always be found at www.blindsquirrelmacro.com Music from Max Slorach. Find him at: email: maxonsaxentertainment@gmail.com / web: maxonsax.com.au Thanks for listening! If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsl...

This is a free preview of a paid episode. To hear more, visit www.blindsquirrelmacro.com The full Monday note can always be found at www.blindsquirrelmacro.com Music from Max Slorach. Find him at: email: maxonsaxentertainment@gmail.com / web: maxonsax.com.au Thanks for listening! If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsl...

This is a free preview of a paid episode. To hear more, visit www.blindsquirrelmacro.com The full Monday note can always be found at www.blindsquirrelmacro.com Music from Max Slorach. Find him at: email: maxonsaxentertainment@gmail.com / web: maxonsax.com.au Thanks for listening! If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsl...

This is a free preview of a paid episode. To hear more, visit www.blindsquirrelmacro.com The full Monday note can always be found at www.blindsquirrelmacro.com Music from Max Slorach. Find him at: email: maxonsaxentertainment@gmail.com / web: maxonsax.com.au Thanks for listening! If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsl...

This is a free preview of a paid episode. To hear more, visit www.blindsquirrelmacro.com The full Monday note can always be found at www.blindsquirrelmacro.com Music from Max Slorach. Find him at: email: maxonsaxentertainment@gmail.com / web: maxonsax.com.au Thanks for listening! If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsl...

This is a free preview of a paid episode. To hear more, visit www.blindsquirrelmacro.com The full Monday note can always be found at www.blindsquirrelmacro.com Music from Max Slorach. Find him at: email: maxonsaxentertainment@gmail.com / web: maxonsax.com.au Thanks for listening! If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsl...

This is a free preview of a paid episode. To hear more, visit www.blindsquirrelmacro.com The full Monday note can always be found at www.blindsquirrelmacro.com Music from Max Slorach. Find him at: email: maxonsaxentertainment@gmail.com / web: maxonsax.com.au Thanks for listening! If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsl...

This is a free preview of a paid episode. To hear more, visit www.blindsquirrelmacro.com The full Monday note can always be found at www.blindsquirrelmacro.com Music from Max Slorach. Find him at: email: maxonsaxentertainment@gmail.com / web: maxonsax.com.au Thanks for listening! If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsl...

This is a free preview of a paid episode. To hear more, visit www.blindsquirrelmacro.com The full Monday note can always be found at www.blindsquirrelmacro.com Music from Max Slorach. Find him at: email: maxonsaxentertainment@gmail.com / web: maxonsax.com.au Thanks for listening! If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsl...

A Trillion to Tashkent Scott Osheroff is true emerging market frontiersman. On Tuesday, he and I sat down to discuss the investment opportunity in Uzbekistan. This is a macro story that ticks multiple boxes for the 🐿️. I had been doing quite a bit of homework on this topic and I wanted to time our conversation for after the recent Templeton / UzNIF investor day in Tashkent. This weekend’s note wil...

This is a free preview of a paid episode. To hear more, visit www.blindsquirrelmacro.com The full Monday note can always be found at www.blindsquirrelmacro.com Music from Max Slorach. Find him at: email: maxonsaxentertainment@gmail.com / web: maxonsax.com.au Thanks for listening! If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsl...

This is a free preview of a paid episode. To hear more, visit www.blindsquirrelmacro.com The full Monday note can always be found at www.blindsquirrelmacro.com Music from Max Slorach. Find him at: email: maxonsaxentertainment@gmail.com / web: maxonsax.com.au Thanks for listening! If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsl...

This is a free preview of a paid episode. To hear more, visit www.blindsquirrelmacro.com The full Monday note can always be found at www.blindsquirrelmacro.com Music from Max Slorach. Find him at: email: maxonsaxentertainment@gmail.com / web: maxonsax.com.au Thanks for listening! If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsl...

This is a free preview of a paid episode. To hear more, visit www.blindsquirrelmacro.com The full Monday note can always be found at www.blindsquirrelmacro.com Music from Max Slorach. Find him at: email: maxonsaxentertainment@gmail.com / web: maxonsax.com.au Thanks for listening! If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsl...

This is a free preview of a paid episode. To hear more, visit www.blindsquirrelmacro.com The full Monday note can always be found at www.blindsquirrelmacro.com Music from Max Slorach. Find him at: email: maxonsaxentertainment@gmail.com / web: maxonsax.com.au Thanks for listening! If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsl...

This is a free preview of a paid episode. To hear more, visit www.blindsquirrelmacro.com The full Monday note can always be found at www.blindsquirrelmacro.com Music from Max Slorach. Find him at: email: maxonsaxentertainment@gmail.com / web: maxonsax.com.au Thanks for listening! If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsl...