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Benny & The Squirrel: Episode 71 with Kevin "The MacroTourist" Muir.

Benny (Capital Misallocation) & The Squirrel were joined once again by great friend of the show Kevin Muir, author of The MacroTourist newsletter.

The show was recorded at 6pm EST on Wednesday 22nd July - just after Google released their earnings - very timely, given the fact that Kev has been doing a great job recently unpicking the S&P ‘earnings bubble’ (hint: most of it is mark-ups on unrealized gains on AI investments). Benny was inspired to use Gemini to make a GOOG 0.00%↑ meme 👇

Benny & The Squirrel will be back on Sunday evening for our regular ‘Start the Week’ show.

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