Blind Squirrel Macro - The Pod

Pod: The Future Is Expensive

Oct 19, 2026 · 47m

Pod: ASEAN Post Energy Shock

Sep 20, 2026 · 3m

Pod: Fading the Utes Redux

Sep 13, 2026 · 6m

Pod: Underwriting The Dirt Movers

Sep 6, 2026 · 6m

Pod: Bankers and Bots

Aug 30, 2026 · 3m

Pod: 20 Stocks for 20 Years

Aug 23, 2026 · 24m

Pod: Addressing Past Macro Errors

Aug 16, 2026 · 5m

Pod: Valuing Anthropic and OpenAI

Aug 9, 2026 · 11m

Pod: Hyperscalers and the Long Bond

Aug 2, 2026 · 6m

Pod: Talking Turkey

Jul 26, 2026 · 5m

Pod: The Binface Bottom?

Jul 19, 2026 · 3m

Pod: The China Collar

Jul 13, 2026 · 4m

Pod: Warsh's Crooked Smile

Jun 28, 2026 · 13m

Pod: The Age of Reverse De-Equitization

Jun 21, 2026 · 8m

Pod: Perps & The Merc

Jun 15, 2026 · 4m

The Physics of SpaceX

May 24, 2026 · 14m

Pod: Concentrating on China

May 4, 2026 · 5m

Pod: Life in Asia

Apr 26, 2026 · 5m

Pod: Reimagining Risk (the board game)

Apr 18, 2026 · 5m

Pod: The Weinstein Effect (not THAT one)

Apr 12, 2026 · 9m

Will the SpaceX IPO Happen?

Apr 6, 2026 · 42m

Pod: Time for Hard Yakka

Mar 30, 2026 · 19m

Pod: If the Strait is still shut...

Mar 23, 2026 · 32m

Pod: Malthusian Revenge

Mar 16, 2026 · 19m

Pod: Doc! My EM Tech is Sick!

Mar 9, 2026 · 6m