Blind Squirrel Macro

Blind Squirrel Macro

Benny & The Squirrel

The Year of The Small Caps?

Benny & The Squirrel: Episode 47. With Adam Peck.

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The Blind Squirrel and Capital Misallocation
May 01, 2026
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In Episode 47, Benny & The Squirrel welcome Adam Peck to the show. Adam is CIO at Riverwater Partners in Milwaukee and he has managed small cap funds since 2006…and survived!! Connect with Adam on LinkedIn - he does not do the bird app!

The show was recorded at 8pm EST on Thursday 30th April.

Become a paid subscriber to get the audio edition, full show summary and the slide deck (it’s a fantastic one this week) - as well as the rest of the 🐿️’s tireless work!

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