Benny & The Squirrel

Benny & The Squirrel
  • 3.7 (3)
  • Investing
  • Updated Semiweekly

Benny & The Squirrel is a twice weekly show about finance and markets. The show notes for members are hosted on Substack. www.bennysquirrel.tv

Episodes

  1. 3h ago

    Volatility Takes a Summer Nap

    The show was recorded at 6.30pm EST on Sunday 16th August. The show has expanded on the socials! Follow us on Instagram and / or TikTok (if you do that kind of thing!) Benny & The Squirrel (@bennyandthesquirrel) | TikTok https://www.instagram.com/benny_and_the_squirrel/ 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 advice. Nothing in this newsletter is an offer to sell or to buy any security. The author is not responsible for any financial loss you may incur by acting on any information provided in this newsletter. Before making any investment decisions, talk to a financial advisor. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.bennysquirrel.tv

    Volatility Takes a Summer Nap

  2. 3d ago

    Fading the K-Shaped Economy Narrative

    Benny (Capital Misallocation) & The Squirrel were joined once again by Jeff. Jeff founded Macke Asset Management after getting his MBA from Stanford in the 1990s. He wrote for TheStreet.com, Minyanville and Yahoo Finance. He was also a founding cast member of CNBC’s Fast Money and an anchor on Yahoo Finance. Jeff learned his trade on the knee of his dad who was the CEO of Target for over a decade. You could say US retail runs through Jeff’s blood. You can find his subscriber content over at StockMarket TV as well as at Wall Street Beats where he is a partner there with Benny. The discussion argues that the US consumer is materially healthier in observed spending data than the prevailing macro narrative suggests. The core investment implication is that heavily shorted, low-expectation retail, restaurant, leisure, and turnaround names can produce outsized returns when results merely show that conditions are “fine,” particularly while capital remains concentrated in AI and semiconductors. The show was recorded at 6pm EST on Thursday 13th August. 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 advice. Nothing in this newsletter is an offer to sell or to buy any security. The author is not responsible for any financial loss you may incur by acting on any information provided in this newsletter. Before making any investment decisions, talk to a financial advisor. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.bennysquirrel.tv

    Fading the K-Shaped Economy Narrative

  3. Aug 9

    Is AI Profitable?

    Benny (Capital Misallocation) & The Squirrel were joined once again by Mike. The show was recorded at 6pm EST on Thursday 6th August. The show has expanded on the socials! Follow us on Instagram and / or TikTok (if you do that kind of thing!) Benny & The Squirrel (@bennyandthesquirrel) | TikTok https://www.instagram.com/benny_and_the_squirrel/ Full show notes available for The Blind Squirrel and Capital Misallocation paid subscribers. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.bennysquirrel.tv

  4. Aug 6

    Mike's New Adventure

    Benny (Capital Misallocation) & The Squirrel were joined once again by Mike. The show was recorded at 6pm EST on Thursday 6th August. ⚠️ Audio Quality Warning & Apology ⚠️We want to sincerely apologize for the audio issues on our end during this episode. Blame Caribbean Telecoms! However, we decided to publish this because Mike Green’s audio is perfectly clear, and since he is delivering the vast majority of the insights and doing most of the talking, we didn’t want you to miss out on this incredible conversation. Benny & The Squirrel will be back on Sunday evening for our regular ‘Start the Week’ show. The show has expanded on the socials! Follow us on Instagram and / or TikTok (if you do that kind of thing!) Benny & The Squirrel (@bennyandthesquirrel) | TikTok https://www.instagram.com/benny_and_the_squirrel/ Full show notes available for The Blind Squirrel and Capital Misallocation paid subscribers. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.bennysquirrel.tv

    Mike's New Adventure

  5. Aug 2

    Checking in on The Cult

    Episode 74 was recorded at 5.00pm EST on Sunday 2nd August, 2026. Don’t miss this week’s guest show on Thursday evening (6.30pm EST). Michael W. Green is back on with us! The show has expanded on the socials! Follow us on Instagram and / or TikTok (if you do that kind of thing!) Benny & The Squirrel (@bennyandthesquirrel) | TikTok https://www.instagram.com/benny_and_the_squirrel/ Full show notes available for The Blind Squirrel and Capital Misallocation paid subscribers. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.bennysquirrel.tv

    Checking in on The Cult

  6. Jul 31

    Live AMA with Benny & The Squirrel

    Thanks to everyone that joined us live on the various platforms - and for all the questions. Watch via the panel above or link to the YouTube recording below. Blind Squirrel Macro is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. 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 advice. Nothing in this newsletter is an offer to sell or to buy any security. The author is not responsible for any financial loss you may incur by acting on any information provided in this newsletter. Before making any investment decisions, talk to a financial advisor. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.bennysquirrel.tv

  7. Apr 30

    Hidden Risks

    Track down the show notes here: 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 advice. Nothing in this newsletter is an offer to sell or to buy any security. The author is not responsible for any financial loss you may incur by acting on any information provided in this newsletter. Before making any investment decisions, talk to a financial advisor. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.bennysquirrel.tv

    Hidden Risks
  • 7 Episodes

Ratings & Reviews

3.7
out of 5
3 Ratings

About

Benny & The Squirrel is a twice weekly show about finance and markets. The show notes for members are hosted on Substack. www.bennysquirrel.tv

Information

  • Creator
    Benny & The Squirrel
  • Years Active
    2026
  • Episodes
    7
  • Rating
    Explicit
  • Copyright
    © Benny and the Squirrel
  • Show Website
    Benny & The Squirrel