Blind Squirrel Macro - The Pod
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
Latest episodes
Nov 25, 2024 • 12min
Pod: Going nuts with digital payments
The full Monday note can always be found at www.blindsquirrelmacro.comMusic from Max Slorach. Find him at:email: maxonsaxentertainment@gmail.com / 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 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'd like to discuss this with other subscribers or get access to bonus episodes, visit www.blindsquirrelmacro.com/subscribe
Nov 18, 2024 • 13min
Pod: Hurry boy, she's waiting there
The full Monday note can always be found at www.blindsquirrelmacro.comMusic from Max Slorach. Find him at:email: maxonsaxentertainment@gmail.com / 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 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'd like to discuss this with other subscribers or get access to bonus episodes, visit www.blindsquirrelmacro.com/subscribe
Nov 11, 2024 • 15min
Pod: Lost Umbrella?
The full Monday note can always be found at www.blindsquirrelmacro.comMusic from Max Slorach. Find him at:email: maxonsaxentertainment@gmail.com / 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 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'd like to discuss this with other subscribers or get access to bonus episodes, visit www.blindsquirrelmacro.com/subscribe
Nov 4, 2024 • 11min
Pod: Zombie Beta
The full Monday note can always be found at www.blindsquirrelmacro.comMusic from Max Slorach. Find him at:email: maxonsaxentertainment@gmail.com / 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 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'd like to discuss this with other subscribers or get access to bonus episodes, visit www.blindsquirrelmacro.com/subscribe
Oct 28, 2024 • 12min
Pod: To Boldly Go 🚀
The full Monday note can always be found at www.blindsquirrelmacro.comMusic from Max Slorach. Find him at:email: maxonsaxentertainment@gmail.com / 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 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'd like to discuss this with other subscribers or get access to bonus episodes, visit www.blindsquirrelmacro.com/subscribe
Oct 21, 2024 • 13min
Pod: Good, Good enough or God,enough!
The full Monday note can always be found at www.blindsquirrelmacro.comThe Monday Note:Show Note Visuals:Link to Goldman Sachs AI piece “I think that there is a foundational massive breakthrough in software engineering that has happened in the last 3 months that people are not paying enough attention to. I was able to build an app for myself in a couple of weeks using AI software engineering tools which previously would have cost $1-2m in seed capital, five people and 12 to 18 months of time to build…” Dave Morin, Offline Ventures.Semiconductors ($SOXX ETF) versus Cloud / SaaS providers ($WCLD, the Wisdomtree Cloud ETF that we discussed in the 🐿️’s most recent acorn trade and on The Market Huddle with Kevin Muir last week).Music from Max Slorach. Find him at:email: maxonsaxentertainment@gmail.com / web: maxonsax.com.auThanks for listening!Squirrel Out!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'd like to discuss this with other subscribers or get access to bonus episodes, visit www.blindsquirrelmacro.com/subscribe
Oct 14, 2024 • 14min
Pod: The end of lithium's manic episode
The full Monday note can always be found at www.blindsquirrelmacro.comThe Monday Note:Show Note Visuals:Music from Max Slorach. Find him at:email: maxonsaxentertainment@gmail.com / web: maxonsax.com.auThanks for listening!Squirrel Out!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'd like to discuss this with other subscribers or get access to bonus episodes, visit www.blindsquirrelmacro.com/subscribe
Oct 7, 2024 • 13min
Pod: Car Company 😉
The full Monday note can always be found at www.blindsquirrelmacro.comThe Monday Note:Show Note Visuals:Let’s walk through the economics of owning that option. Click the image below to link to the profit and loss worksheet.Music from Max Slorach. Find him at:email: maxonsaxentertainment@gmail.com / web: maxonsax.com.auThanks for listening!Squirrel Out!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'd like to discuss this with other subscribers or get access to bonus episodes, visit www.blindsquirrelmacro.com/subscribe
Sep 30, 2024 • 14min
Pod: SaaS Unicorns 'X' Glue Factory?
The full Monday note can always be found at www.blindsquirrelmacro.comThe Monday Note:Show Note Visuals:Music from Max Slorach. Find him at:email: maxonsaxentertainment@gmail.com / web: maxonsax.com.auThanks for listening!Squirrel Out!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'd like to discuss this with other subscribers or get access to bonus episodes, visit www.blindsquirrelmacro.com/subscribe
Sep 25, 2024 • 37min
The Multi Asset Speed Date - Volume 1
Welcome to the first edition of The Multi Asset Speed Date with my friend MC of MacroCharts. We recorded this on Wednesday 25th September 2024.Running time: 37 minutes.Squirrel out!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'd like to discuss this with other subscribers or get access to bonus episodes, visit www.blindsquirrelmacro.com/subscribe
