Blind Squirrel Macro - The Pod

About 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 (https://www.blindsquirrelmacro.com?utm_medium=podcast)

Publisher

The Blind Squirrel

Category

business · education

Language

en

Explicit

No

First episode

13 Aug 2023

Latest episode

25 Oct 2026

Latest episodes

17 of 148 episodes have a transcript.

1. 

   25 Oct 2026TRANSCRIPT

   Pod: Underwriting Industrials

   Host [Host Name] interviews industry expert [Guest Name] about underwriting industrials, offering insights into this critical financial process.

2. 

   19 Oct 2026TRANSCRIPT

   Pod: The Future Is Expensive

   Host [Host Name] interviews [Guest Name] about the rising costs shaping the future economy.

3. 

   20 Sept 2026TRANSCRIPT

   Pod: ASEAN Post Energy Shock

   Host [Host Name] interviews [Guest Name] about the ASEAN region's energy landscape following recent shocks, offering insights into market dynamics.

Inside a recent episode

Pod: Underwriting Industrials

Published 25 Oct 2026 · Transcript excerpt

[…] The total transformation of valuation multiples and business economics for an industrial should, let's be honest, be incredibly rare. Underwriting the industrial sleeve of the 2046 portfolio today presents a unique challenge. Last Sunday's note pointed out that, one, many of the industrial beneficiaries of the AI CapEx build, global rearmament and industrial reshoring themes have already seen significant multiple expansions. And two, each of our mosaic of 10 themes has significant, and in many cases binary, positive or negative, first-order impacts on these subsectors. With much of the current narratives already being well-priced into the stocks of historically highly cyclical businesses, we're going to have to tread carefully. […]

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

4 ratings

Spotify

4.6 / 5

14 ratings

Podcast Authority Score: 55 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

76

Social presence

0

YouTube

0

Engagement

85

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