Capital Misallocation
Capital Misallocation, The Blind SquirrelCapital Markets, Capital Misallocation, Trade Ideas, and Random Musings
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 84 | Founded | 5 years ago | Last Issue | 5 days ago |
| Active | |||||
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capitalmisallocation.comLatest Issues
Cracks beneath the Surface!
Benny & The Squirrel: Ep. 51 with Larry McDonald
In Episode 51, Benny & The Squirrel welcome Larry McDonald to the show. Larry is the Founder of Bear Traps Report and bestselling author of A Colossal Failure of Common Sense and How to List...
We Made it to 50!
The 50th Episode show was recorded at 6pm EST on Sunday 10th May, 2026.
Become a paid subscriber to get full show notes, Benny’s personal thoughts, the episode slide deck, and the rest of my work. Paid subs also get access to my real time...
FX Vol - The Dog That Didn't Bark
Benny & The Squirrel: Ep. 49 with Brent Donnelly
In Episode 49, Benny & The Squirrel welcome Brent Donnelly to the show. Brent is President of Spectra Markets and author of AM/FX and the Friday Speedrun. Brent’s 3rd book, Alpha Trader 2: O...
Follow The Money!
Show was recorded at 7.20pm EST on Sunday 3rd May, 2026. Make sure you join us on Thursday. We have Brent Donnelly coming on to chat about FX and his new book - Alpha Trader 2.
Become a paid subscriber to get full show notes, Benny’s perso...
The Year of The Small Caps?
Benny & The Squirrel: Ep. 47 with Adam Peck
In Episode 47, Benny & The Squirrel welcome Adam Peck to the show. Adam is CIO at Riverwater Partners in Milwaukee and he has managed small cap funds with a value oriented strategy for two decade...
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| Subscribers | Engagement | 71 | 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.
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