Blind Squirrel Macro - The PodPod: The China Collar411×Preview0:00Current time: 0:00 / Total time: -4:21-4:21Audio playback is not supported on your browser. Please upgrade.Pod: The China CollarBlind Squirrel Macro: The Pod. s2026; Episode 135.The Blind SquirrelJul 13, 2026∙ Paid41ShareThe Weekend Notes:Pricing the "China Collar"The Blind Squirrel·Jul 11Read full story‘Straya Ruggedization UpdateThe Blind Squirrel·Jul 12Read 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: Valuing Anthropic and OpenAIAug 9 • The Blind SquirrelPod: Hyperscalers and the Long BondAug 2 • The Blind SquirrelPod: Talking TurkeyJul 26 • The Blind SquirrelPod: The Binface Bottom?Jul 19 • 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 Squirrel