Blind Squirrel Macro - The Pod - podcast cover

Blind Squirrel Macro - The Pod

The Blind Squirrelwww.blindsquirrelmacro.com
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
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Episodes

Pod: Bonds and Bulls

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 21, 20254 min

Pod: Acorn Stock Take: Part 4 - Wash up

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 ...

Jun 30, 20252 min

Pod: Acorn Stock Take: Part 3 - Financials

During June, before Blind Squirrel Macro moves completely behind the paywall, we are going through the process of re-underwriting all of the live Acorn trades and revisiting the 'bull pen' of themes that we have closed out the trade but continue to monitor. This week we tackle the financials from financial exchanges, digital payments and banks (from Japanese behemoths to advisory boutiques) to our old friends at #TeamSaddlebags! The full Monday note can always be found at www.blindsquirrelmacro....

Jun 23, 202516 min

Pod: Acorn Stock Take: Part 2 EM Edition

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 ...

Jun 16, 202524 min

Pod: Still Waiting for 'Samantha'

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 ...

Jun 02, 202516 min

The Business of Speed

Blind Squirrel Macro: The Pod (Episode 88).. Audio-only edition embedded below and also available in the usual ‘Blind Squirrel Macro: The Pod’ feeds on the podcast apps. It’s Monaco Grand Prix weekend and the 🐿️ sat down with his good friend and motorsport guru Matt Marsh on Friday afternoon to discuss the business of motorsport and Formula One. We also took a quick look at the latest betting odds for tomorrow’s big race. I hope you enjoy the conversation. I certainly learned a lot. Acorn follo...

May 24, 202538 min

The Day Amazon IPO-ed at $0.08 / share!

Blind Squirrel Macro: The Pod (Episode 87) - Recorded May 15th, 2025. Audio-only edition embedded below and also available in the usual ‘Blind Squirrel Macro: The Pod’ feeds on the podcast apps. “Amazon.com is the leading online retailer of books. Since opening for business as "Earth's Biggest Bookstore" in July 1995, the Amazon.com bookstore has quickly become one of the most widely known, used and cited commerce sites on the World Wide Web.” Introducing Jim Miller Jim enjoyed an illustrious mu...

May 16, 202539 min

Pod: A Furry-tail Ending for Waymo?

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 ...

May 12, 202514 min

China Thoughts

Was back on CNBC on Tuesday morning. Blind Squirrel Macro is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. With Carney in the White House today, have we bought the bottom in Canadian energy? Yes, I still think the ‘deal boys’ have a tough 2025 ahead. Refresher below. Thanks, as ever, for your support. Squirrel out! If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in t...

May 07, 20257 min

Pod: The Canadian Oil Mafia is Back

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 ...

May 05, 202511 min

Pod: Deal Drought

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 ...

Apr 21, 202512 min

Pod: Vale Old Chestnut.

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 ...

Apr 14, 202512 min

Pod: What next for Mumbai's Mungers?

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 ...

Mar 31, 202513 min

Unpacking Coreweave with Craig Coben

Recorded 27th March, 2025. Audio-only edition embedded below and also available in the usual ‘Blind Squirrel Macro: The Pod’ podcast feeds. I have just recorded a fabulous conversation with Craig Coben. The show notes are a bit briefer than normal this week as I wanted the content with you BEFORE Coreweave $CRWV prices (in the next 24 hours). Introducing Craig Craig is a veteran capital markets banker. After starting as an attorney at Sullivan and Cromwell, he transitioned into investment bankin...

Mar 27, 202537 min

Pod: The Drone Edition

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 ...

Mar 24, 202511 min

A Panda and a Squirrel enter a bar

Recorded 19th March, 2025. Audio-only edition embedded below and also available in the usual ‘Blind Squirrel Macro: The Pod’ podcast feeds. This is the first of what I hope will be a regular chat between the 🐿️ and Leo on the topic of China and Asia-Pac equities. Topics Covered * "Made in China 2025" Scorecard: We note that China has achieved significant success in sectors like electric vehicles, high-speed rail, and renewable energy. However, challenges remain in areas such as commercial aircr...

Mar 19, 202544 min

Pod: Chinese Booze Edition

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 ...

Mar 17, 202511 min

Pod: Multi-polarity Accelerated

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 ...

Mar 03, 20259 min

Following the Rules with Jerry Parker

Recorded 25th February, 2025. Audio-only edition embedded below and is also available in the usual ‘Blind Squirrel Macro: The Pod’ podcast feeds. Introducing Jerry Jerry Parker's adventures in trend following is a case study in the power of disciplined adherence to a systematic, rules-based trading methodology over a successful 40+ year career in financial markets. His trading journey began in 1983 when, having grown dissatisfied with a career in accounting, he responded to a Wall Street Journal...

Mar 01, 202542 min

Pod: Saddlebags Redux

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 ...

Feb 24, 202510 min

Pod: Hot for Hot Pot

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 ...

Feb 17, 202511 min

Pod: Time to Bank on Japan!

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 ...

Feb 10, 202512 min

Pod: Like wet SOXX on a Chicken?

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 ...

Feb 03, 202513 min

Pod: Tape Bomb Refuge

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 27, 202511 min

Pod: Commodities are not Sardines

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 20, 202517 min

Pod: The 🐿️'s BUSHY™ Hedge Book

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 13, 202511 min

Pod: The 🐿️'s BUSHY™ Portfolio

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 06, 202511 min

Pod: The 🐿️'s Night before Christmas

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 ...

Dec 23, 20249 min

Pod: Another Table at the Casino

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 ...

Dec 16, 202416 min

Pod: Clipping Emerging Divvies

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 ...

Dec 09, 202412 min
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