The ACID Capitalist Podcast
Gonzo Finance!
Hugh Hendry is an Award Winning Hedge Fund Manager, Market Commentator, Thought Leader, St Barts Real Estate Investor & Surfer.
Full episodes are available at https://www.patreon.com/HughHendry and https://hughhendry.substack.com
The ACID Capitalist Podcast
Latest Episodes
the tape is calling bullshit
the strangest part of the last few weeks is not the headlines about iran, the strait of hormuz, or "financial war". the strangest part is the price. while the front pages sound confident that risk should be melting stocks down, the s&p 500 ...
double voltage. the trade no one sees.
it broke. the talks. iran, the us, all of it. the kind of weekend that’s supposed to matter. the market sells off. of course it does. and then it gets quickly bought back. clean. no hesitation. and by the time you’re ready to process it, it’s b...
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what if your real edge is disobedience.
a senior rates trader with the closest seat to the federal reserve looks you in the eye and says the quiet part out loud: rates are impossible to predict. that single line detonates the whole religion of macro commentary, expert priesthood, and...
𝚌𝚘𝚗𝚜𝚎𝚗𝚜𝚞𝚜 𝚑𝚊𝚕𝚕𝚞𝚌𝚒𝚗𝚊𝚝𝚒𝚘𝚗.
fourteen basis points. that’s the kind of move that gets treated like prophecy on financial television, dressed up with solemn voices and “sticky inflation” metaphors. i'm not buying it. from an apocalypse now rant delivered with a trader’s eye...
fiat isn't a failure. it's a weapon. and bitcoin is the shield.
𝚊 𝚑𝚊𝚛𝚍 𝚊𝚜𝚜𝚎𝚝 𝚜𝚕𝚊𝚖𝚖𝚎𝚍 𝚒𝚗𝚝𝚘 𝚊𝚗 𝚎𝚕𝚊𝚜𝚝𝚒𝚌 𝚠𝚘𝚛𝚕𝚍. 𝚠𝚑𝚊𝚝 𝚝𝚑𝚎 𝚑𝚎𝚕𝚕 𝚑𝚊𝚙𝚙𝚎𝚗𝚜 𝚗𝚎𝚡𝚝? 𝚒 𝚍𝚛𝚊𝚐 𝚢𝚘𝚞 𝚏𝚛𝚘𝚖 𝚛𝚊𝚒𝚗-𝚜𝚘𝚊𝚔𝚎𝚍 𝚋𝚛𝚒𝚝𝚒𝚜𝚑 𝚙𝚘𝚞𝚗𝚍 𝚗𝚘𝚝𝚎𝚜 𝚝𝚘 𝚊 𝚏𝚞𝚕𝚕-𝚝𝚑𝚛𝚘𝚝𝚝𝚕𝚎 𝚊𝚞𝚍𝚒𝚝 𝚘𝚏 𝚋𝚒𝚝𝚌𝚘𝚒𝚗'𝚜 𝚒𝚛𝚘𝚗𝚌𝚕𝚊𝚍 𝚜𝚝𝚛𝚞𝚌𝚝𝚞𝚛𝚎, 𝚐𝚘𝚕𝚍'𝚜 𝚝𝚒𝚖𝚎𝚕𝚎𝚜𝚜 𝚋𝚎𝚗𝚌𝚑𝚖𝚊𝚛𝚔, 𝚊𝚗𝚍 𝚝𝚑𝚎 𝚝𝚠𝚒𝚜𝚝𝚎𝚍 𝚎𝚌𝚘𝚗𝚘𝚖𝚒𝚌𝚜 𝚘𝚏 𝚜𝚌𝚊𝚛𝚌𝚒𝚝𝚢 𝚒...
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this was a superb podcast. Well done Hugh.
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