Capital Misallocation
Capital Misallocation, The Blind Squirrel, Benny and the SquirrelCapital Markets, Capital Misallocation, Trade Ideas, and Random Musings
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 108 | Founded | 6 years ago | Last Issue | 8 days ago |
| Active | |||||
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capitalmisallocation.comLatest Issues
The Compute Standard
Japan never paid for 1989. It refinanced for 36 years. The AI credit stack is the new invoice.
Capital Misallocation™ · Essay #4
The Death Shot!
Episode 72 was recorded at 6.30pm EST on Saturday 26th July, 2026. Don’t miss this week’s LIVE ‘Ask us Anything’ on Thursday evening at 6.30pm EST.
The show has expanded on the socials! Follow us on Instagram and / or TikTok (if you do tha...
Yen Bulls Anonymous
Benny & The Squirrel: Ep. 71 with Kevin Muir
Benny (Capital Misallocation) & The Squirrel (Blind Squirrel Macro) were joined once again by great friend of the show Kevin Muir, author of The MacroTourist newsletter.
The Railway Hallucination - Podcast Edition
Benny & The Squirrel Ep. 70 - Unmissable Sunday Show UK Edition
Episode 70 was recorded at 8pm EST on Saturday 18th July, 2026. I laid out a decent amount of how the current LLM Transformer capex boom is just simply nonsense outside of the...
Be Aggressively Defensive!
Benny & The Squirrel: Ep. 69 with David Dredge
Benny (Capital Misallocation) & The Squirrel (Blind Squirrel Macro) were joined once again by David Dredge, Founder and CIO of Singapore-based Convex Strategies.
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| Subscribers | Engagement | 71 | Monthly Web Visits | ||
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| Accepts Sponsors | Estimated Cost per Ad | ||||
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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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