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Capital Misallocation

Substack
capitalmisallocation.com· weekly· Published 8 days ago

Show notes and market commentary for the twice-weekly finance podcast Benny & The Squirrel, covering AI capex, credit markets, macro and equities. Paid tiers offer a chartbook of top LLM models, a WhatsApp group with market professionals, and research sites.

ai capexhyperscaler debtcredit default swapsbond marketneocloudllm chartbookfinance podcastglobal industrialsmacro commentarybuyside research
Platform
Substack
Frequency
Weekly
Latest issue
Oct 19, 2026
Language
English
Written for
Professional investors, traders and serious retail market followers
Tone
conversational
Tracked since
Oct 27, 2026

Website: https://www.capitalmisallocation.com