Blind Squirrel Macro - The Pod

Mar 31 2025 82 ep. 14 mins 47
Blind Squirrel Macro - The Pod Podcast artwork

Macro for Civilians. Sharing successes and failures in the 30-year hunt for acorns in the markets. Finance observations are hit and miss.

www.blindsquirrelmacro.com

  Business  Education
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Pod: What next for Mumbai's Mungers?

Mar 31 2025 13 mins  
The full Monday note can always be found at www.blindsquirrelmacro.comMusic from Max Slorach. Find him at:email: [email protected] / web: maxonsax.com.auThanks for listening!If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsletter is for educational and entertainment purposes only and NOT investment a

Unpacking Coreweave with Craig Coben

Mar 27 2025 36 mins  
Recorded 27th March, 2025. Audio-only edition embedded below and also available in the usual ‘Blind Squirrel Macro: The Pod’ podcast feeds.I have just recorded a fabulous conversation with Craig Coben. The show notes are a bit briefer than normal this week as I wanted the content with you BEFORE Coreweave $CRWV prices (in the next 24 hours). Introducing CraigCraig is a veteran

Pod: The Drone Edition

Mar 24 2025 10 mins  
The full Monday note can always be found at www.blindsquirrelmacro.comMusic from Max Slorach. Find him at:email: [email protected] / web: maxonsax.com.auThanks for listening!If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsletter is for educational and entertainment purposes only and NOT investment a

A Panda and a Squirrel enter a bar

Mar 19 2025 43 mins  
Recorded 19th March, 2025. Audio-only edition embedded below and also available in the usual ‘Blind Squirrel Macro: The Pod’ podcast feeds.This is the first of what I hope will be a regular chat between the 🐿️ and Leo on the topic of China and Asia-Pac equities.Topics Covered* "Made in China 2025" Scorecard: We note that China has achieved significant success in sectors li

Pod: Chinese Booze Edition

Mar 17 2025 10 mins  
The full Monday note can always be found at www.blindsquirrelmacro.comMusic from Max Slorach. Find him at:email: [email protected] / web: maxonsax.com.auThanks for listening!If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsletter is for educational and entertainment purposes only and NOT investment a

Pod: Multi-polarity Accelerated

Mar 03 2025 9 mins  
The full Monday note can always be found at www.blindsquirrelmacro.comMusic from Max Slorach. Find him at:email: [email protected] / web: maxonsax.com.auThanks for listening!If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsletter is for educational and entertainment purposes only and NOT investment a

Following the Rules with Jerry Parker

Mar 01 2025 42 mins  
Recorded 25th February, 2025. Audio-only edition embedded below and is also available in the usual ‘Blind Squirrel Macro: The Pod’ podcast feeds.Introducing JerryJerry Parker's adventures in trend following is a case study in the power of disciplined adherence to a systematic, rules-based trading methodology over a successful 40+ year career in financial markets. His trading jo

Pod: Saddlebags Redux

Feb 24 2025 10 mins  
The full Monday note can always be found at www.blindsquirrelmacro.comMusic from Max Slorach. Find him at:email: [email protected] / web: maxonsax.com.auThanks for listening!If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsletter is for educational and entertainment purposes only and NOT investment a

Pod: Hot for Hot Pot

Feb 17 2025 11 mins  
The full Monday note can always be found at www.blindsquirrelmacro.comMusic from Max Slorach. Find him at:email: [email protected] / web: maxonsax.com.auThanks for listening!If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsletter is for educational and entertainment purposes only and NOT investment a

Pod: Time to Bank on Japan!

Feb 10 2025 11 mins  
The full Monday note can always be found at www.blindsquirrelmacro.comMusic from Max Slorach. Find him at:email: [email protected] / web: maxonsax.com.auThanks for listening!If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsletter is for educational and entertainment purposes only and NOT investment a