Blind Squirrel Macro

Blind Squirrel Macro

Benny & The Squirrel

Did Banks get the SaaS Flu?

Benny & The Squirrel: Episode 26.

Feb 16, 2026
∙ Paid

Show recorded on the evening (EST) of Sunday 15th February.

In Episode 26, Benny and The Squirrel cover a ton of ground in 40 minutes:

  • Equity Dispersion - what is propping up the QQQ 0.00%↑

  • SaaS Flu extending to the commercial banks

  • Current opportunities in rates markets

  • Shifts in the vol complex

  • Crowding and leverage risks in emerging markets?

Make sure you join us again on Thursday. Tom Roderick, CIO of Trium Capital, a London-based macro hedge fund.

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