The Blind Squirrel

Blind Squirrel Macro - The Pod

Business EN ↓ 149 episodes

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

Be sure to visit the podcast's website and support the creator: www.blindsquirrelmacro.com

Author

The Blind Squirrel

Category

Business

Podcast website

www.blindsquirrelmacro.com

Latest episode

Nov 8, 2026

Where to listen?

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Episodes

Pod: 'Little Tech' Riding Hood (and the SBC Recyclers) 26.08.2024

The full Monday note can always be found at www.blindsquirrelmacro.com The Monday Note: Show Note Visuals: Squirrel Out! 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...

Pod: Back in the Straddle! 19.08.2024

The full Monday note can always be found at www.blindsquirrelmacro.com 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 author is not responsible for any financial loss yo...

Pod: Psst! You're long China anyway! 12.08.2024

The full Monday note can always be found at www.blindsquirrelmacro.com 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 author is not responsible for any financial loss yo...

Pod: Gasoline Blues 05.08.2024

The full Monday note can always be found at www.blindsquirrelmacro.com 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 author is not responsible for any financial loss yo...

Pod: Peering through the fog 29.07.2024

The full Monday note can always be found at www.blindsquirrelmacro.com 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 author is not responsible for any financial loss yo...

Pod: The bonds are watching 01.07.2024

The full Monday note can always be found at www.blindsquirrelmacro.com 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 author is not responsible for any financial loss yo...

Pod: Red Markets in Red Wine 25.06.2024

The full Monday note can always be found at www.blindsquirrelmacro.com 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 author is not responsible for any financial loss yo...

Pod: Career Risk and Sirens' Songs 18.06.2024

The full Monday note can always be found at www.blindsquirrelmacro.com 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 author is not responsible for any financial loss yo...

Pod: It 'AI'-n't Necessarily So! 10.06.2024

The full Monday note can be found at www.blindsquirrelmacro.com The Monday Note: Show Note Visuals: Remember in March when the obituaries were being written for Alphabet GOOG 0.00%↑ after the botched launch of their ‘woke’ chatbot, Gemini? So does the 🐿️! 😉 Squirrel Out! If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsletter is...

Pod: Lurking in the Shadows 03.06.2024

The full Monday note can be found at www.blindsquirrelmacro.com 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 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 author is not responsi...

Pod: They think it's all over! 27.05.2024

The full Monday note can be found at www.blindsquirrelmacro.com The Monday Note: Show Note Visuals: SpotGamma note the vanna and charm effects of the index options market. Dispersion explainer: These days everyone is a seller of volatility and the dispersion trade (long single stock volatility, short index volatility - explainer here ) continues to be crowded. David Dredge’s excellent April Risk U...

Pod: Crop Gear! (Oh, Deere!) 20.05.2024

The Monday Note: Show Note Visuals: Agriculture’s share of developed economies has shrunk dramatically over that period. 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...

Pod: Trending. The 🐿️ and the Turtle. 13.05.2024

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 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 author is not responsible for any financial loss you may incur by acting on any inform...

Pod: Losing My Religion 07.05.2024

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 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 author is not responsible for any financial loss you may incur by acting on any information...

Pod: Wheat Kings 29.04.2024

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 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 securit...

Pod: Dead Generals out, Grandpa's defensives in? 22.04.2024

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 author is not responsible for any financial loss you may incur by acting on any information provided in this newsletter. B...

Pod: April Fool or a Hamlet Moment 01.04.2024

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 author is not responsible for any financial loss you may incur by acting on any information provided in this newsletter. B...

Pod: An evening with Guenther 25.03.2024

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/subscribe

Pod: Big in Japan 18.03.2024

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/subscribe

Pod: Who dares fade 'The Highlander Effect'? 11.03.2024

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/subscribe

Pod: The 🐿️ must be on drugs! 04.03.2024

Blind Squirrel Macro is a reader-supported publication. To access the full weekly report, acorn reports, The Drey (Discord server) and merch (!) please consider becoming a paid subscriber 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/subscribe

Pod: Nah mate, I just need to outrun you! 26.02.2024

Blind Squirrel Macro is a reader-supported publication. To access the full weekly report, acorn reports, The Drey (Discord server) and merch (!) please consider becoming a paid subscriber. 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/subscribe

Pod: Should the🐿️ be bullish (Synthetic) birdsh*t? 19.02.2024

Blind Squirrel Macro is a reader-supported publication. To access the full weekly report, acorn reports, The Drey (Discord server) and merch (!) please consider becoming a paid subscriber. 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/subscribe

Pod: We have come a long way from Mad Men 12.02.2024

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/subscribe

Just waitin' for the maturity wall 05.02.2024

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/subscribe

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