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 author is not responsible for any financial loss you may incur by acting on any information provided ...
Mar 23, 2026•33 min
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 author is not responsible for any financial loss you may incur by acting on any information provided ...
Mar 16, 2026•19 min
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: maxonsaxentertainment@gmail.com / web: maxonsax.com.au Thanks for listening! If you act on anything provided in th...
Mar 09, 2026•6 min
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: maxonsaxentertainment@gmail.com / web: maxonsax.com.au Thanks for listening! If you act on anything...
Mar 01, 2026•9 min
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: maxonsaxentertainment@gmail.com / web: maxonsax.com.au Thanks for listening! If you act on anything provided in this ...
Feb 23, 2026•15 min
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 always be found at www.blindsquirrelmacro.com Music from Max Slorach. Find him at: email: maxonsaxen...
Feb 16, 2026•5 min
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 newsletter is for educational and entertainment purposes only and NOT investment advice. Nothing in this ...
Feb 08, 2026•4 min
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 newsletter is for educational and entertainment purposes only and NOT investment advice. Nothing in this ...
Feb 02, 2026•6 min
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. Nothing in this newsletter is an offer to sell or to buy any security. The author is not responsible for ...
Jan 26, 2026•1 hr 14 min
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 newsletter is for educational and entertainment purposes only and NOT investment advice. Nothing in this ...
Jan 19, 2026•4 min
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 newsletter is for educational and entertainment purposes only and NOT investment advice. Nothing in this ...
Jan 12, 2026•4 min
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 newsletter is for educational and entertainment purposes only and NOT investment advice. Nothing in this ...
Jan 05, 2026•3 min
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 newsletter is for educational and entertainment purposes only and NOT investment advice. Nothing in this ...
Dec 22, 2025•4 min
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 newsletter is for educational and entertainment purposes only and NOT investment advice. Nothing in this ...
Dec 14, 2025•6 min
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 newsletter is for educational and entertainment purposes only and NOT investment advice. Nothing in this ...
Dec 08, 2025•4 min
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 newsletter is for educational and entertainment purposes only and NOT investment advice. Nothing in this ...
Dec 01, 2025•5 min
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 newsletter is for educational and entertainment purposes only and NOT investment advice. Nothing in this ...
Nov 16, 2025•3 min
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 newsletter is for educational and entertainment purposes only and NOT investment advice. Nothing in this ...
Nov 10, 2025•4 min
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 will be my deep dive on the opportunity. In the meantime, please enjoy our discussion as an introducti...
Nov 07, 2025•38 min
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 newsletter is for educational and entertainment purposes only and NOT investment advice. Nothing in this ...
Oct 26, 2025•5 min
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 newsletter is for educational and entertainment purposes only and NOT investment advice. Nothing in this ...
Oct 20, 2025•4 min
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 newsletter is for educational and entertainment purposes only and NOT investment advice. Nothing in this ...
Oct 06, 2025•5 min
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 newsletter is for educational and entertainment purposes only and NOT investment advice. Nothing in this ...
Sep 15, 2025•4 min
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 newsletter is for educational and entertainment purposes only and NOT investment advice. Nothing in this ...
Sep 08, 2025•4 min
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 newsletter is for educational and entertainment purposes only and NOT investment advice. Nothing in this ...
Sep 01, 2025•3 min
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 newsletter is for educational and entertainment purposes only and NOT investment advice. Nothing in this ...
Aug 25, 2025•4 min
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 newsletter is for educational and entertainment purposes only and NOT investment advice. Nothing in this ...
Aug 18, 2025•4 min
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 newsletter is for educational and entertainment purposes only and NOT investment advice. Nothing in this ...
Aug 11, 2025•8 min
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 newsletter is for educational and entertainment purposes only and NOT investment advice. Nothing in this ...
Aug 03, 2025•2 min
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 newsletter is for educational and entertainment purposes only and NOT investment advice. Nothing in this ...
Jul 28, 2025•4 min
