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Blind Squirrel Macro

Benny & The Squirrel

The China Bull Market You Are Missing

Benny & The Squirrel: Episode 63. With Robert Wu.

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The Blind Squirrel and Capital Misallocation
Jun 26, 2026
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In Episode 63, Benny and the 🐿️ were joined by Robert Wu. Robert is the founder and CEO of BigOne Lab, an alternative data and research company backed by S&P Global, serving leading institutional and corporate clients around the world. Robert writes for the opinion section of the New York Times and also writes at Baiguan and China Translated newsletters on Substack.

The show was recorded at 8pm EST on Thursday 25th June, 2026.

Become a paid subscriber to get the show notes including a summary, today’s slides and the audio edition - as well as the rest of the 🐿️’s tireless work!

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