Benny & The Squirrel

Publicly listed emails

bennyandthesquirrel@substack.com

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The Best of Times, The Worst of Times

October 11, 2026

In Episode 94: The free cash flow countdown on AI capex has hit zero, and the bond market is starting to say no. Benny joins from Milwaukee ahead of Brewers vs Dodgers NLCS Game 1, the Squirrel is back in Oxfordshire after a 15-hour drive through France, and the boys go around the houses: the pulled Firmus float on the ASX, hyperscaler CDS at junk levels, why 5% on the long end is anything but “agnostic”, two rate-sensitive stocks worth your attention, Brazil’s pension fund powder keg, and wh...

Q3 Banks: Good Numbers, Bad Stocks

October 09, 2026

In Episode 93 of ⁨the show, our mate Charlie Peabody of Portales Partners returns for our quarterly bank earnings special. Banks peaked in August/September, and Charlie thinks the balance sheet, not the P&L, is about to drive this market lower. We cover credit cards, BNPL, Goldman’s prime broking boom, the Situational Awareness liquidation, the Treasury basis trade, SDR monetization, stablecoins versus deposit franchises, and what Q3 earnings will actually show.Show NotesThe Bearish Bank Thes...

Will the Real Stock Market Stand Up?

October 05, 2026

This week broke most correlations in the book! Show NotesFrench politics and OAT* French OATs now trade wider than Italian BTPs* Framed as an old-fashioned political crisis: markets waking up to the risk of a Le Pen vs Mélenchon second round in next year’s presidential election, with no centrist to rally around* Exacerbated by Japanese sovereign selling…,,, and the global diesel crisisCarry trade unwind and rates deleveraging (Minute 3)* Second major carry unwind this year; in deleveraging, p...

The Bottom Line · Medium booking difficulty · 100 - 1,000 listeners

Market Perspectives with Don Calcagni · Medium booking difficulty · 100 - 1,000 listeners

How do I get in touch with Benny & The Squirrel?

Its publicly listed email is bennyandthesquirrel@substack.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for Benny & The Squirrel?

The publicly listed email for Benny & The Squirrel: bennyandthesquirrel@substack.com.

How many listeners does Benny & The Squirrel have?

Podseeker estimates Benny & The Squirrel reaches fewer than 100 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for Benny & The Squirrel?

Benny & The Squirrel typically books industry leaders. Typical guest background: Established investors, portfolio managers, asset-management founders, market strategists, economists, or financial-media professionals with demonstrated expertise and a distinctive perspective on markets or capital allocation. Common among recent guests: Founding or leading an investment firm; Appearing in prominent financial media; Building a recognized track record in investment analysis. Recent guests include Jeff Macke, Michael W. Green, and Michael W. Green.

How hard is it to get booked on Benny & The Squirrel?

Medium. Guests usually need solid credentials in the topic and an idea that fits the show.

What topics does Benny & The Squirrel cover?

Recent episodes cover Markets, Investing, Finance, Asset Management, and Economics. Pitch an idea tied to one of these topics and mention a recent episode.