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

October 14, 2025 • Hugh Hendry • Season 1 • Episode 12

A market meditation disguised as weather report, part Fear and Loathing, part BBC Shipping Forecast.

Markets drift in a haze of caution and theatrical boredom.

Bankers profit without joy, express bubble caution

Traders fears resemble yoga poses held too long.

Everyone trembling, pretending its balance when its really strain.

This is macro as performance art:

Verdict, witty, contrarian, and usefully boring in the best way.