Blind Squirrel Macro

Blind Squirrel Macro

Benny & The Squirrel

The Earnings Delusion

Benny & The Squirrel: Episode 40.

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The Blind Squirrel and Capital Misallocation
Apr 20, 2026
∙ Paid

Show was recorded at 7.15pm EST on Easter Sunday 19th April, 2026.

This coming Thursday we will be joined by Larry McDonald of “Bear Traps Report” fame.

Become a paid subscriber to get full show notes, the slide deck, audio-only version and the rest of the 🐿️’s work!

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