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PODCAST

Blind Squirrel Macro - The Pod

The Blind Squirrel

Macro for Civilians. Sharing successes and failures in the 30-year hunt for acorns in the markets. Finance observations are hit and miss. www.blindsquirrelmacro.com

business

All Episodes

15:47

Pod: Acorn Stock Take: Part 3 - Financials

Blind Squirrel Macro - The Pod ·

2025/06/23

During June, before Blind Squirrel Macro moves completely behind the paywall, we are going through the process of re-underwriting all of the live Acorn trades and revisiting the 'bull pen' of themes that we have closed out the trade but continue to monitor. This week we tackle the financials from financial exchanges, digital payments and banks (from Japanese behemoths to advisory boutiques) to our old friends at #TeamSaddlebags!The full Monday note can always be found at

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24:16

Pod: Acorn Stock Take: Part 2 EM Edition

Blind Squirrel Macro - The Pod ·

2025/06/16

The full Monday note can always be found at www.blindsquirrelmacro.comMusic from Max Slorach. Find him at:email: maxonsaxentertainment@gmail.com / web: maxonsax.com.auThanks for listening!If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsletter is for educational and entertainment purposes only and NOT investment advice. Nothing in this newsletter is an offer to sell or to buy any security. The author is not responsible for any

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21:23

Pod: Acorn Stock Take: Part 1

Blind Squirrel Macro - The Pod ·

2025/06/09

The full Monday note can always be found at www.blindsquirrelmacro.comMusic from Max Slorach. Find him at:email: maxonsaxentertainment@gmail.com / web: maxonsax.com.auThanks for listening!If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsletter is for educational and entertainment purposes only and NOT investment advice. Nothing in this newsletter is an offer to sell or to buy any security. The author is not responsible for any

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15:44

Pod: Still Waiting for 'Samantha'

Blind Squirrel Macro - The Pod ·

2025/06/02

The full Monday note can always be found at www.blindsquirrelmacro.comMusic from Max Slorach. Find him at:email: maxonsaxentertainment@gmail.com / web: maxonsax.com.auThanks for listening!If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsletter is for educational and entertainment purposes only and NOT investment advice. Nothing in this newsletter is an offer to sell or to buy any security. The author is not responsible for any

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38:18

The Business of Speed

Blind Squirrel Macro - The Pod ·

2025/05/24

Blind Squirrel Macro: The Pod (Episode 88).. Audio-only edition embedded below and also available in the usual ‘Blind Squirrel Macro: The Pod’ feeds on the podcast apps.It’s Monaco Grand Prix weekend and the 🐿️ sat down with his good friend and motorsport guru Matt Marsh on Friday afternoon to discuss the business of motorsport and Formula One. We also took a quick look at the latest betting odds for tomorrow’s big race. I hope you enjoy the conversation. I certainly learned a lot. Acorn to

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39:22

The Day Amazon IPO-ed at $0.08 / share!

Blind Squirrel Macro - The Pod ·

2025/05/16

Blind Squirrel Macro: The Pod (Episode 87) - Recorded May 15th, 2025. Audio-only edition embedded below and also available in the usual ‘Blind Squirrel Macro: The Pod’ feeds on the podcast apps.“Amazon.com is the leading online retailer of books. Since opening for business as "Earth's Biggest Bookstore" in July 1995, the Amazon.com bookstore has quickly become one of the most widely known, used and cited commerce sites on the World Wide Web.”Introducing Jim MillerJim enjoyed an illustrious multi

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13:40

Pod: A Furry-tail Ending for Waymo?

Blind Squirrel Macro - The Pod ·

2025/05/12

The full Monday note can always be found at www.blindsquirrelmacro.comMusic from Max Slorach. Find him at:email: maxonsaxentertainment@gmail.com / web: maxonsax.com.auThanks for listening!If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsletter is for educational and entertainment purposes only and NOT investment advice. Nothing in this newsletter is an offer to sell or to buy any security. The author is not responsible for any

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7:15

China Thoughts

Blind Squirrel Macro - The Pod ·

2025/05/07

Was back on CNBC on Tuesday morning. Blind Squirrel Macro is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.With Carney in the White House today, have we bought the bottom in Canadian energy?Yes, I still think the ‘deal boys’ have a tough 2025 ahead. Refresher below.Thanks, as ever, for your support. Squirrel out!If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this

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10:37

Pod: The Canadian Oil Mafia is Back

Blind Squirrel Macro - The Pod ·

2025/05/05

The full Monday note can always be found at www.blindsquirrelmacro.comMusic from Max Slorach. Find him at:email: maxonsaxentertainment@gmail.com / web: maxonsax.com.auThanks for listening!If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsletter is for educational and entertainment purposes only and NOT investment advice. Nothing in this newsletter is an offer to sell or to buy any security. The author is not responsible for any

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11:43

Pod: Deal Drought

Blind Squirrel Macro - The Pod ·

2025/04/21

The full Monday note can always be found at www.blindsquirrelmacro.comMusic from Max Slorach. Find him at:email: maxonsaxentertainment@gmail.com / web: maxonsax.com.auThanks for listening!If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsletter is for educational and entertainment purposes only and NOT investment advice. Nothing in this newsletter is an offer to sell or to buy any security. The author is not responsible for any

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12:06

Pod: Vale Old Chestnut.

Blind Squirrel Macro - The Pod ·

2025/04/14

The full Monday note can always be found at www.blindsquirrelmacro.comMusic from Max Slorach. Find him at:email: maxonsaxentertainment@gmail.com / web: maxonsax.com.auThanks for listening!If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsletter is for educational and entertainment purposes only and NOT investment advice. Nothing in this newsletter is an offer to sell or to buy any security. The author is not responsible for any

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13:16

Pod: What next for Mumbai's Mungers?

Blind Squirrel Macro - The Pod ·

2025/03/31

The full Monday note can always be found at www.blindsquirrelmacro.comMusic from Max Slorach. Find him at:email: maxonsaxentertainment@gmail.com / web: maxonsax.com.auThanks for listening!If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsletter is for educational and entertainment purposes only and NOT investment advice. Nothing in this newsletter is an offer to sell or to buy any security. The author is not responsible for any

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36:44

Unpacking Coreweave with Craig Coben

Blind Squirrel Macro - The Pod ·

2025/03/27

Recorded 27th March, 2025. Audio-only edition embedded below and also available in the usual ‘Blind Squirrel Macro: The Pod’ podcast feeds.I have just recorded a fabulous conversation with Craig Coben. The show notes are a bit briefer than normal this week as I wanted the content with you BEFORE Coreweave $CRWV prices (in the next 24 hours). Introducing CraigCraig is a veteran capital markets banker. After starting as an attorney at Sullivan and Cromwell, he transitioned into investment banking in

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10:31

Pod: The Drone Edition

Blind Squirrel Macro - The Pod ·

2025/03/24

The full Monday note can always be found at www.blindsquirrelmacro.comMusic from Max Slorach. Find him at:email: maxonsaxentertainment@gmail.com / web: maxonsax.com.auThanks for listening!If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsletter is for educational and entertainment purposes only and NOT investment advice. Nothing in this newsletter is an offer to sell or to buy any security. The author is not responsible for any

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43:48

A Panda and a Squirrel enter a bar

Blind Squirrel Macro - The Pod ·

2025/03/19

Recorded 19th March, 2025. Audio-only edition embedded below and also available in the usual ‘Blind Squirrel Macro: The Pod’ podcast feeds.This is the first of what I hope will be a regular chat between the 🐿️ and Leo on the topic of China and Asia-Pac equities.Topics Covered* "Made in China 2025" Scorecard: We note that China has achieved significant success in sectors like electric vehicles, high-speed rail, and renewable energy. However, challenges remain in areas such as commercial aircraft and

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10:52

Pod: Chinese Booze Edition

Blind Squirrel Macro - The Pod ·

2025/03/17

The full Monday note can always be found at www.blindsquirrelmacro.comMusic from Max Slorach. Find him at:email: maxonsaxentertainment@gmail.com / web: maxonsax.com.auThanks for listening!If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsletter is for educational and entertainment purposes only and NOT investment advice. Nothing in this newsletter is an offer to sell or to buy any security. The author is not responsible for any

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9:26

Pod: Multi-polarity Accelerated

Blind Squirrel Macro - The Pod ·

2025/03/03

The full Monday note can always be found at www.blindsquirrelmacro.comMusic from Max Slorach. Find him at:email: maxonsaxentertainment@gmail.com / web: maxonsax.com.auThanks for listening!If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsletter is for educational and entertainment purposes only and NOT investment advice. Nothing in this newsletter is an offer to sell or to buy any security. The author is not responsible for any

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42:19

Following the Rules with Jerry Parker

Blind Squirrel Macro - The Pod ·

2025/03/01

Recorded 25th February, 2025. Audio-only edition embedded below and is also available in the usual ‘Blind Squirrel Macro: The Pod’ podcast feeds.Introducing JerryJerry Parker's adventures in trend following is a case study in the power of disciplined adherence to a systematic, rules-based trading methodology over a successful 40+ year career in financial markets. His trading journey began in 1983 when, having grown dissatisfied with a career in accounting, he responded to a Wall Street Journal ad

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10:07

Pod: Saddlebags Redux

Blind Squirrel Macro - The Pod ·

2025/02/24

The full Monday note can always be found at www.blindsquirrelmacro.comMusic from Max Slorach. Find him at:email: maxonsaxentertainment@gmail.com / web: maxonsax.com.auThanks for listening!If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsletter is for educational and entertainment purposes only and NOT investment advice. Nothing in this newsletter is an offer to sell or to buy any security. The author is not responsible for any

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11:21

Pod: Hot for Hot Pot

Blind Squirrel Macro - The Pod ·

2025/02/17

The full Monday note can always be found at www.blindsquirrelmacro.comMusic from Max Slorach. Find him at:email: maxonsaxentertainment@gmail.com / web: maxonsax.com.auThanks for listening!If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsletter is for educational and entertainment purposes only and NOT investment advice. Nothing in this newsletter is an offer to sell or to buy any security. The author is not responsible for any

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113 results

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