Blind Squirrel Macro - The PodPod: Hyperscalers and the Long Bond311×Preview0:00Current time: 0:00 / Total time: -6:38-6:38Audio playback is not supported on your browser. Please upgrade.Pod: Hyperscalers and the Long BondBlind Squirrel Macro: The Pod. s2026; Episode 138.The Blind SquirrelAug 02, 2026∙ Paid31ShareThe Weekend Note:Do Hyperscalers Break Duration Hedges?The Blind Squirrel·Aug 1Read full storyPaid subscribers who would like to listen to these pods on their favorite podcast app (instead of via a browser or the Substack app) can set this up very easily. Click this link while on the device you use to listen to podcasts.This post is for paid subscribersSubscribeAlready a paid subscriber? Sign inBlind Squirrel Macro - The PodMacro for Civilians. Sharing successes and failures in the 30-year hunt for acorns in the markets. Finance observations are hit and miss.Macro for Civilians. Sharing successes and failures in the 30-year hunt for acorns in the markets. Finance observations are hit and miss.SubscribeListen onSubstack AppYouTubePocket CastsRSS FeedAppears in episodeThe Blind SquirrelRecent EpisodesPod: Talking TurkeyJul 26 • The Blind SquirrelPod: The Binface Bottom?Jul 19 • The Blind SquirrelPod: The China CollarJul 13 • The Blind SquirrelPod: Warsh's Crooked SmileJun 28 • The Blind SquirrelPod: The Age of Reverse De-EquitizationJun 21 • The Blind SquirrelPod: Perps & The MercJun 15 • The Blind SquirrelPod: Concentrating on ChinaMay 4 • The Blind Squirrel