Do Banks Drive the Market Down in 2026?

Benny & The Squirrel: Episode 15 with Charlie Peabody of Portales Partners.

Benny (Capital Misallocation) & The Squirrel were joined live by Charlie Peabody, Founder of Portales Partners (a banks and financials specialist research boutique). The show was aired live at 7pm EST on Thursday 8th January.

A wide ranging discuss of the opportunity and risks in financials in 2026. Bank deregulation comes with (expensive) strings attached. Do not miss it!

Benny & The Squirrel will be back on Sunday evening for our regular ‘Start the Week’ show.

Become a paid subscriber to get full show notes, the slide deck and the rest of the 🐿️’s work!

A reminder to free subscribers that subscription costs for new subscribers will be rising to US$45 per month (with a generous discount for annual subscribers) at the end of this week. Existing subscribers are grandfathered at their existing subscription rates. Unsure of what is on offer behind the paywall? Hit the button below and check it out (and lock in the current rates if you like what you see)!