Blind Squirrel Macro - The PodPod: Japanese Banks - From Value to Growth6111×Preview0:00Current time: 0:00 / Total time: -3:30-3:30Audio playback is not supported on your browser. Please upgrade.Pod: Japanese Banks - From Value to GrowthBlind Squirrel Macro: The Pod. s2026; Episode 115.The Blind SquirrelJan 19, 2026∙ Paid611ShareSubscribe now via WebsiteThe Weekend Note:Gaman (我慢) & The Art of HoldingThe Blind Squirrel·Jan 18Read 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: Reimagining Risk (the board game)Apr 18 • The Blind SquirrelPod: The Weinstein Effect (not THAT one)Apr 12 • The Blind SquirrelWill the SpaceX IPO Happen?Apr 6 • The Blind SquirrelPod: Time for Hard YakkaMar 30 • The Blind SquirrelPod: If the Strait is still shut...Mar 23 • The Blind SquirrelPod: Malthusian RevengeMar 16 • The Blind SquirrelPod: Doc! My EM Tech is Sick!Mar 9 • The Blind SquirrelPod: Don Draper’s Worst Nightmare?Mar 1 • The Blind Squirrel