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Blind Squirrel Macro

Benny & The Squirrel

The $40bn Fund That Won't Let You Out

Benny & The Squirrel: Episode 65. With Laks Ganapathi.

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The Blind Squirrel and Capital Misallocation
Jul 02, 2026
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In Episode 65, Benny & I were joined by Laks Ganapathi, Founder of Unicus Research and Portfolio Manager at Minerva. Unicus Research provides actionable, short-focused investment ideas to institutional managers worldwide, applying proprietary primary research and thorough fundamental and investigative analysis.

Laks has been all over the emerging meltdown in the private credit market. Join us for a deep dive.

The show was recorded at 6pm EST on Thursday 2nd July, 2026.

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