Recorded 27th March, 2025. Audio-only edition embedded below and also available in the usual ‘Blind Squirrel Macro: The Pod’ podcast feeds. I have just recorded a fabulous conversation with Craig Coben. The show notes are a bit briefer than normal this week as I wanted the content with you BEFORE Coreweave $CRWV prices (in the next 24 hours). Introducing Craig Craig is a veteran capital markets banker. After starting as an attorney at Sullivan and Cromwell, he transitioned into investment banking in the late 1990s at Deutsche Bank (or rather Deutsche Morgan Grenfell as the firm was known at the time). He joined Merrill Lynch in 2005 going on to run the EMEA and later Global Equity Capital Markets businesses of what we now all know as Bank of America. Since retiring from the sell side 3 years ago, Craig has turned his skills to the keyboard where he has been writing really fantastic columns for the Financial Times’s Alphaville team as well as for Global Capital Magazine , where he is the resident agony aunt for frustrated sell siders. I really hope you enjoy the conversation as much as I did. I got 20% of the way through my list of questions so we have to have him back on the show soon! If you get an unexpected call from your sales coverage at Morgan Stanley, JP Morgan or Goldman Sachs today, please listen to this pod before returning that call. Squirrel out! If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsletter is for educational and entertainment purposes only and NOT investment advice. Nothing in this newsletter is an offer to sell or to buy any security. The author is not responsible for any financial loss you may incur by acting on any information provided in this newsletter. Before making any investment decisions, talk to a financial advisor. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.blindsquirrelmacro.com/subscribe
