Capital Misallocation
Capital Misallocation, The Blind Squirrel, Benny and the SquirrelCapital Misallocation, Capital Markets, Curiousity, and Random Musings
| Platform |  | Pricing | Only paid issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 115 | Founded | 6 years ago | Last Issue | 6 days ago |
| Active | |||||
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capitalmisallocation.comLatest Issues
The Non-Ergodic Recovery
Why "The Economy Recovered" is a Statement About No One
Capital Misallocation™ · Essay #5
Introducing The World in 2046
Benny & The Squirrel Ep. 80
Episode 80 was recorded at 5.30pm EST on Thursday 23rd August, 2026. The show notes, the show slides, and two decks I created on Compute Feudalism and Non-Linear 2046 Macro Regimes are included below the paywall...
From Wall Street to Y’all Street
Benny & The Squirrel Ep. 79 with Brent Johnson
Episode 79 was recorded at 5.30pm EST on Thursday 20th August, 2026. We were once again joined by Brent Johnson of Santiago Capital.
Volatility Takes a Summer Nap
Benny & The Squirrel Ep. 78: Unmissable Sunday Show
Episode 78 was recorded at 6.30pm EST on Sunday 17th August, 2026.
Fading the K-Shaped Economy Narrative
Benny & The Squirrel: Ep. 77 wtih Jeff Macke
Benny (Capital Misallocation) & The Squirrel (Blind Macro Squirrel) were joined once again by Jeff. Jeff founded Macke Asset Management after getting his MBA from Stanford in the 1990s. He wrote...
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| Subscribers | Engagement | 72 | Monthly Web Visits | ||
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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.
Macro for Civilians. Hunting for acorns in the market for 30 years.
Benny & The Squirrel crank up the volume on capital markets, macro, and make sure to have some fun along the way.
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