Podcast

Blind Squirrel Macro - The Pod

Author: The Blind Squirrel
Feed episode count: 145
Official site: https://www.blindsquirrelmacro.com/podcast
RSS: https://api.substack.com/feed/podcast/1009728.rss
JSON: /v1/public/podcasts/blind-squirrel-macro-the-pod-6582174
Markdown: /podcast/blind-squirrel-macro-the-pod-6582174.md

Summary

Macro for Civilians. Sharing successes and failures in the 30-year hunt for acorns in the markets. Acorns can emerge from anywhere.

Episodes

Sep 20, 2026 · not_requested

Pod: ASEAN Post Energy Shock

Duration seconds: 192
Source: https://www.blindsquirrelmacro.com/p/pod-asean-post-energy-shock

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Sep 13, 2026 · not_requested

Pod: Fading the Utes Redux

Duration seconds: 366
Source: https://www.blindsquirrelmacro.com/p/pod-fading-the-utes-redux

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Sep 6, 2026 · not_requested

Pod: Underwriting The Dirt Movers

Duration seconds: 362
Source: https://www.blindsquirrelmacro.com/p/pod-underwriting-the-dirt-movers

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Aug 30, 2026 · not_requested

Pod: Bankers and Bots

Duration seconds: 233
Source: https://www.blindsquirrelmacro.com/p/pod-bankers-and-bots

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Aug 23, 2026 · not_requested

Pod: 20 Stocks for 20 Years

Duration seconds: 1462
Source: https://www.blindsquirrelmacro.com/p/pod-20-stocks-for-20-years

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Aug 16, 2026 · not_requested

Pod: Addressing Past Macro Errors

Duration seconds: 300
Source: https://www.blindsquirrelmacro.com/p/pod-addressing-past-macro-errors

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Aug 9, 2026 · not_requested

Pod: Valuing Anthropic and OpenAI

Duration seconds: 696
Source: https://www.blindsquirrelmacro.com/p/pod-valuing-anthropic-and-openai

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Aug 2, 2026 · not_requested

Pod: Hyperscalers and the Long Bond

Duration seconds: 398
Source: https://www.blindsquirrelmacro.com/p/pod-hyperscalers-and-the-long-bond

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Jul 26, 2026 · not_requested

Pod: Talking Turkey

Duration seconds: 304
Source: https://www.blindsquirrelmacro.com/p/pod-talking-turkey

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Jul 19, 2026 · not_requested

Pod: The Binface Bottom?

Duration seconds: 203
Source: https://www.blindsquirrelmacro.com/p/pod-the-binface-bottom

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Jul 13, 2026 · not_requested

Pod: The China Collar

Duration seconds: 261
Source: https://www.blindsquirrelmacro.com/p/pod-the-china-collar

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Jun 28, 2026 · not_requested

Pod: Warsh's Crooked Smile

Duration seconds: 814
Source: https://www.blindsquirrelmacro.com/p/pod-warshs-crooked-smile

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Jun 21, 2026 · not_requested

Pod: The Age of Reverse De-Equitization

Duration seconds: 494
Source: https://www.blindsquirrelmacro.com/p/pod-the-age-of-reverse-de-equitization

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Jun 15, 2026 · not_requested

Pod: Perps & The Merc

Duration seconds: 245
Source: https://www.blindsquirrelmacro.com/p/pod-perps-and-the-merc

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May 24, 2026 · not_requested

The Physics of SpaceX

Duration seconds: 861
Source: https://www.blindsquirrelmacro.com/p/the-physics-of-spacex

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May 4, 2026 · not_requested

Pod: Concentrating on China

Duration seconds: 306
Source: https://www.blindsquirrelmacro.com/p/pod-concentrating-on-china

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Apr 26, 2026 · not_requested

Pod: Life in Asia

Duration seconds: 309
Source: https://www.blindsquirrelmacro.com/p/pod-life-in-asia

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Apr 18, 2026 · not_requested

Pod: Reimagining Risk (the board game)

Duration seconds: 327
Source: https://www.blindsquirrelmacro.com/p/pod-reimagining-risk-the-board-game

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Apr 12, 2026 · not_requested

Pod: The Weinstein Effect (not THAT one)

Duration seconds: 549
Source: https://www.blindsquirrelmacro.com/p/pod-the-weinstein-effect-not-that

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Apr 6, 2026 · not_requested

Will the SpaceX IPO Happen?

Duration seconds: 2570
Source: https://www.blindsquirrelmacro.com/p/will-the-spacex-ipo-happen

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Mar 30, 2026 · not_requested

Pod: Time for Hard Yakka

Duration seconds: 1164
Source: https://www.blindsquirrelmacro.com/p/pod-time-for-hard-yakka

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Mar 23, 2026 · not_requested

Pod: If the Strait is still shut...

Duration seconds: 1970
Source: https://www.blindsquirrelmacro.com/p/pod-if-the-strait-is-still-shut

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Mar 16, 2026 · not_requested

Pod: Malthusian Revenge

Duration seconds: 1147
Source: https://www.blindsquirrelmacro.com/p/pod-malthusian-revenge

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Mar 9, 2026 · not_requested

Pod: Doc! My EM Tech is Sick!

Duration seconds: 370
Source: https://www.blindsquirrelmacro.com/p/pod-doc-my-em-tech-is-sick

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Mar 1, 2026 · not_requested

Pod: Don Draper’s Worst Nightmare?

Duration seconds: 530
Source: https://www.blindsquirrelmacro.com/p/pod-don-drapers-worst-nightmare

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