Blind Squirrel Macro — Pod episode 'Ivan's Double' (podcast overview)
A macro-investing podcast that distills 30 years of market experience into practical, candid takes—learning from both wins and losses—through themed episodes such as 'Ivan's Double' and others addressing gold miners, SaaS, Japanese banks and regional market views.
A macro-investing podcast that distills 30 years of market experience into practical, candid takes—learning from both wins and losses—through themed episodes such as 'Ivan's Double' and others addressing gold miners, SaaS, Japanese banks and regional market views.
“How Not to Invest distills three decades of market experience into stories, data-driven insights, and practical tools that help investors avoid common, wealth-destroying mistakes and build more resilient investment processes. The author is promoting a new paperback edition and offering speaking appearances through the publisher.”
— The Big Picture
“The episode introduces the host's new concentrated China equity portfolio and provides macro-driven investment insights based on three decades of market experience aimed at nonprofessional investors.”
— Blind Squirrel Macro
“The pod highlights trading opportunities in the closed‑end fund and investment trust universe while noting that, despite a month‑long hot war in the Middle East, most asset classes remain within 10% of 52‑week highs—with notable drawdowns limited to crypto, SaaS, and precious metals—and urges investors to remain calm.”
— Blind Squirrel Macro
Briefings are synthesised by the Ledger Desk from multiple sources cited in the sidebar. They are distinct from Articles, which are written by named contributors and carry a tracked Calibration Index. The Desk does not currently carry a Brier score; this is a deliberate choice for the v0.1 editorial layer and will be revisited.