Podcast Episodes
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'Fishy' returns in private markets.
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/sub…
2 years, 6 months ago
The Dangers of Extrapolation
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/sub…
2 years, 6 months ago
A pensive🐿️ contemplates the energy outlook.
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/sub…
2 years, 6 months ago
Seeing Red over Red Tape
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/sub…
2 years, 7 months ago
The '60/40' Portfolio doesn't work anymore. The Murdoch Effect.
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/subs…
2 years, 7 months ago
Seasonality and the St Leger
A short one this week. The 🐿️ is at the beach!
This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus…
2 years, 7 months ago
Pennies in front of the Steamroller
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/sub…
2 years, 7 months ago
The IPO of 'The House that Covid Built'
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/sub…
2 years, 8 months ago
A top in the Indian equity moon shot?
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/sub…
2 years, 8 months ago
From ‘The China Syndrome’ to ‘Trading Places’
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/sub…
2 years, 8 months ago