Capital Misallocation
Capital Misallocation, Kevin Muir, Hugh Hendry, Solstein Capital, Amy WilkinsonCapital Markets, Capital Misallocation, Trade Ideas, and Random Musings
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 33 | Subscribers | Read | capitalmisallocation.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
LLM/AI Roundtripping Nonsense & Why Volatility is the Actual Price of Money
This week I was a guest on George Gammon’s “Rebel Capitalist” podcast. Please don’t be taken aback by the video title as I am sure George used that to drive traffic and bend a knee to the almighty YouTube algorithm. To be clear, I don’t thi...
Making Macro Great Again with Kevin Muir
Episode 26 will go down as one to remember. Nadine and I were lucky to have Kevin Muir, founder of The Macro Tourist newsletter and co-host of The Market Huddle podcast, join us on “Liberation Day”. We literally were recording this during t...
Scaling with Success with Amy Wilkinson
In Episode 25 of “Just Think About It”, Nadine and I discuss the mindsets and skillsets necessary for successfully scaling a business with our guest Amy Wilkinson. Amy is a best-selling author, entrepreneur, and faculty member at Stanford G...
The Business of Love with Amy Andersen
In Episode 24 of “Just Think About It”, Nadine and I were joined by Amy Andersen, CEO of Linx Dating. In this episode, Amy shares insights on the matchmaking industry, the evolution of dating, and the unique approach of her business that sh...
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Authors
The writers behind this newsletter.
Benjamin Brey’s Substack. I am an optimistic cynic who has spent his entire career since age 20 on the buy side as an analyst / trader / PM. I love exploring markets, history, philsophy, music, and providing some insights along the way.
The MacroTourist - all I bring to the party is twenty five years of mistakes.
Hugh Hendry exposes the fragility of genius, thriving on dissonance and the involuntary actions of markets. Known as the acid capitalist, he embraces paradox, seeking absurd truths while finding tranquility in the chaos, living in serene St. Barts.
Solstein Capital, LLC is an independent, private investment firm that is aligned with and invested in its clients’ long-term financial success
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