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Blind Squirrel Macro

Benny & The Squirrel

The World in 2046 - Part II

Benny & The Squirrel: Episode 80.

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The Blind Squirrel and Capital Misallocation
Aug 23, 2026
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Episode 80 was recorded at 6.45pm EST on Sunday 23rd August, 2026.

The World in 2046

The Blind Squirrel
·
Aug 22
The World in 2046

Time for something completely different. Am riffing on an idea that my old friend Paul Krake and I worked on about 10 years ago. Picking 20 stocks for 20 years may be about as challenging as visualizing the mi…

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