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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

37:26

The Multi Asset Speed Date - Volume 1

Blind Squirrel Macro - The Pod ·

2024/09/25

Welcome to the first edition of The Multi Asset Speed Date with my friend MC of MacroCharts. We recorded this on Wednesday 25th September 2024.Running time: 37 minutes.Squirrel out!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 financial

en

12:14

Pod: Contemplating the Defensive Puzzle

Blind Squirrel Macro - The Pod ·

2024/09/23

The full Monday note can always be found at www.blindsquirrelmacro.comThe Monday Note:Show Note Visuals:Music from Max Slorach. Find him at:email: maxonsaxentertainment@gmail.com / web: maxonsax.com.auThanks for listening!Squirrel Out!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

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10:27

Pod: A mental Doji candle for the 🐿️

Blind Squirrel Macro - The Pod ·

2024/09/16

The full Monday note can always be found at www.blindsquirrelmacro.comThe Monday Note:Show Note Visuals:Music from Max Slorach. Find him at:email: maxonsaxentertainment@gmail.com / web: maxonsax.com.auThanks for listening!Squirrel Out!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

en

14:23

Pod: I'm axed at zero!

Blind Squirrel Macro - The Pod ·

2024/09/09

The full Monday note can always be found at www.blindsquirrelmacro.comThe Monday Note:Show Note Visuals:Thanks for listening!Squirrel Out!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 financial loss you may incur by acting on any

en

13:03

Pod: Batik Shirt Comeback!

Blind Squirrel Macro - The Pod ·

2024/09/02

The full Monday note can always be found at www.blindsquirrelmacro.comThe Monday Note:Show Note Visuals:Rogue Trader Soundtrack:Squirrel Out!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 financial loss you may incur by acting on any

en

17:34

Pod: 'Little Tech' Riding Hood (and the SBC Recyclers)

Blind Squirrel Macro - The Pod ·

2024/08/26

The full Monday note can always be found at www.blindsquirrelmacro.comThe Monday Note:Show Note Visuals:Squirrel Out!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 financial loss you may incur by acting on any information provided in this

en

10:17

Pod: Back in the Straddle!

Blind Squirrel Macro - The Pod ·

2024/08/19

The full Monday note can always be found at www.blindsquirrelmacro.comIf 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 financial loss you may incur by acting on any information provided in this newsletter. Before making any investment

en

16:44

Pod: Psst! You're long China anyway!

Blind Squirrel Macro - The Pod ·

2024/08/12

The full Monday note can always be found at www.blindsquirrelmacro.comIf 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 financial loss you may incur by acting on any information provided in this newsletter. Before making any investment

en

17:03

Pod: Gasoline Blues

Blind Squirrel Macro - The Pod ·

2024/08/05

The full Monday note can always be found at www.blindsquirrelmacro.comIf 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 financial loss you may incur by acting on any information provided in this newsletter. Before making any investment

en

15:45

Pod: Peering through the fog

Blind Squirrel Macro - The Pod ·

2024/07/29

The full Monday note can always be found at www.blindsquirrelmacro.comIf 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 financial loss you may incur by acting on any information provided in this newsletter. Before making any investment

en

12:39

Pod: The bonds are watching

Blind Squirrel Macro - The Pod ·

2024/07/01

The full Monday note can always be found at www.blindsquirrelmacro.comIf 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 financial loss you may incur by acting on any information provided in this newsletter. Before making any investment

en

13:57

Pod: Red Markets in Red Wine

Blind Squirrel Macro - The Pod ·

2024/06/25

The full Monday note can always be found at www.blindsquirrelmacro.comIf 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 financial loss you may incur by acting on any information provided in this newsletter. Before making any investment

en

15:10

Pod: Career Risk and Sirens' Songs

Blind Squirrel Macro - The Pod ·

2024/06/18

The full Monday note can always be found at www.blindsquirrelmacro.comIf 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 financial loss you may incur by acting on any information provided in this newsletter. Before making any investment

en

17:34

Pod: It 'AI'-n't Necessarily So!

Blind Squirrel Macro - The Pod ·

2024/06/10

The full Monday note can be found at www.blindsquirrelmacro.comThe Monday Note:Show Note Visuals:Remember in March when the obituaries were being written for Alphabet GOOG 0.00%↑ after the botched launch of their ‘woke’ chatbot, Gemini? So does the 🐿️! 😉Squirrel Out!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

en

23:37

Pod: Lurking in the Shadows

Blind Squirrel Macro - The Pod ·

2024/06/03

The full Monday note can be found at www.blindsquirrelmacro.comThe Monday Note:Show Note Visuals: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 financial loss you may incur by acting on any information provided in this newsletter. Before

en

16:49

Pod: They think it's all over!

Blind Squirrel Macro - The Pod ·

2024/05/27

The full Monday note can be found at www.blindsquirrelmacro.comThe Monday Note:Show Note Visuals:SpotGamma note the vanna and charm effects of the index options market.Dispersion explainer: These days everyone is a seller of volatility and the dispersion trade (long single stock volatility, short index volatility - explainer here) continues to be crowded.David Dredge’s excellent April Risk Update - “Wittgenstein’s Ruler” elegantly points out some long-term patterns from the past, highlighting how

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14:53

Pod: Crop Gear! (Oh, Deere!)

Blind Squirrel Macro - The Pod ·

2024/05/20

The Monday Note:Show Note Visuals:Agriculture’s share of developed economies has shrunk dramatically over that period.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 financial loss you may incur by acting on any information provided in this

en

22:09

Pod: Trending. The 🐿️ and the Turtle.

Blind Squirrel Macro - The Pod ·

2024/05/13

The Monday Note:Show Note Visuals: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 financial loss you may incur by acting on any information provided in this newsletter. Before making any investment decisions, talk to a financial advisor

en

15:46

Pod: Losing My Religion

Blind Squirrel Macro - The Pod ·

2024/05/07

The Monday Note:The Visuals: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 financial loss you may incur by acting on any information provided in this newsletter. Before making any investment decisions, talk to a financial advisor. Get full

en

22:34

Pod: Wheat Kings

Blind Squirrel Macro - The Pod ·

2024/04/29

The Monday Note:The Visuals:The 3 tables below are taken from the OECD and UN FAO’s Agricultural Outlook 2023-2032:‘The Hip’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 financial loss you may incur by acting on any information provided

en

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