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Benny & The Squirrel

Benny & The Squirrel

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

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Odcinki

29 odcinków

  1. The Convexity Maven 1:01:22
  2. What Now? 27:43
  3. The Ownership Dividend 1:04:26
  4. Make or Break Markets into Mid Terms 29:35
  5. AI Outcomes Have FAT Tails 1:07:20
  6. Assessing the AI Carnage 27:13
  7. Lost in The Bermuda Triangle 58:40
  8. AI Panic 38:17
  9. Don’t Buy Rates Yet 1:00:40
  10. The Best of Times, The Worst of Times 40:03
  11. Q3 Banks: Good Numbers, Bad Stocks 1:03:06
  12. Will the Real Stock Market Stand Up? 34:06
  13. Modern AI Merlins 59:31
  14. Welcome to Funky Town! 33:47
  15. Oil to $240! 50:59
  16. The Bond Bull is Back! 30:56
  17. Crackers about Caracas! 49:36
  18. The Xmas Tree of Death 30:42
  19. You Don’t Own Enough Japan! 59:31
  20. Jackson Hole Hangover 31:37
  21. Around the World with Chase Taylor 1:05:32
  22. The World in 2046 - Part II 30:24
  23. Volatility Takes a Summer Nap 35:07
  24. Fading the K-Shaped Economy Narrative 1:00:27
  25. Is AI Profitable? 40:06
  26. Mike's New Adventure 47:13
  27. Checking in on The Cult 23:10
  28. Live AMA with Benny & The Squirrel 57:23
  29. Hidden Risks 41:58