Player FM - Internet Radio Done Right
65 subscribers
Checked 3d ago
Lisätty five vuotta sitten
Sisällön tarjoaa Hugh Hendry. Hugh Hendry tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
Player FM - Podcast-sovellus
Siirry offline-tilaan Player FM avulla!
Siirry offline-tilaan Player FM avulla!
Kuuntelemisen arvoisia podcasteja
SPONSOROITU
C
Clocking In with Haylee Gaffin - Podcast about Podcasting for Podcasters


Are you tired of releasing episodes week to week and getting no download growth? In this episode, I’m kicking off a brand-new series where I’ll be breaking down the exact strategies you need to expand your podcast audience—starting with the essential foundations. In this first episode, I’m covering: Why podcast growth matters (and why it’s NOT just about big numbers) The 3 core growth strategies: organic, collaborations, and paid growth What sustainable, realistic growth actually looks like Whether you’re just getting started or looking to scale, this series will give you the tools you need to grow your show strategically. Today's episode is brought to you by Mic Check Society , our community for podcasters who are looking to take their podcast from good to great. Come join us for educational trainings, a private member's only community, and monthly calls! Get $10 off per month with code PODCAST at micchecksociety.com . Clocking In with Haylee Gaffin is produced by Gaffin Creative , a podcast production company for creative entrepreneurs. Learn more about our services at Gaffincreative.com , plus you’ll also find resources, show notes, and more for the Clocking In Podcast. Time-stamps: Why podcast growth matters (2:09) Three pillars of podcast growth (3:39) Organic growth (3:52) Collaboration and borrowing audiences (4:31) Paid growth opportunities (5:11) What sustainable growth looks like (6:36) Connect with Haylee: instagram.com/hayleegaffin Gaffincreative.com micchecksociety.com Review the Transcript: https://share.descript.com/view/Plzue2YOIAh Hosted on Acast. See acast.com/privacy for more information.…
The ACID Capitalist Podcast
Merkitse kaikki (ei-)toistetut ...
Manage series 2659938
Sisällön tarjoaa Hugh Hendry. Hugh Hendry tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
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
142 jaksoa
Merkitse kaikki (ei-)toistetut ...
Manage series 2659938
Sisällön tarjoaa Hugh Hendry. Hugh Hendry tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
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
142 jaksoa
Semua episode
×Send us a text Wild bets, hot streaks, and a little market seduction. The acid capitalist is back, sunburnt and shirtless, broadcasting straight from St. Barts with sand in his toes and a dollar short in his hand. This is Confessions Part II, the origin story sharpened, scuffed, and refitted for today’s volatility junkies. If finance had a Tarantino cut, this is it. We rewind to the end of 2002. The Nasdaq’s wreckage still smoldering. The S&P up 9 percent. Me? Flat for the month, down 4.9 percent since launch. A hedge fund rookie trading like he’s strapped to a rocket and reading tea leaves in reverse. There were no parades. No consensus. Just my gut, and it was twitching. I placed my first real bet, short the dollar. The Dixie was at 110. Five years later, it would bleed to 70. Back then, they laughed. Now they squint at the same charts, claiming they saw it coming. They didn’t. But I did. Commodities stopped dying. Gold stopped bleeding. Something turned. And I felt it. This episode isn’t about P/E ratios. It’s about instinct. Rage. Faith. Hunger. It’s about building Eclectica not as a fund but as a fever dream. I didn’t chase storms. I waited for them. I didn’t knock. I picked the lock. That investor? That was me. We talk Amsterdam Commodities, no website, no pitch deck, no interest in seduction. It smelled of hash and history. It was cheap, opaque, and irresistible. And it hit. Like a ten-bagger. Like something better than sex. No, seriously, would you rather have a one-night stand or a tenfold return on your weirdest position? Oh, and then there’s Brazil. The one that ghosted me. The stock I dumped, live, while staring through the glass of their too-polished HQ. They didn’t show me respect. So I showed them the door. This is the cockpit view of macro. Of madness. Of the market as mythology. No suits. No soft landings. Just you, me, and a twitch in the eye of the storm. Press play. ⬇️ Subscribe on Patreon or Substack for full episodes ⬇️ https://www.patreon.com/HughHendry https://hughhendry.substack.com https://www.instagram.com/ hughhendryofficial https://blancbleustbarts.com https://www.instagram.com/blancbleuofficial ⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts! 🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X 📩 Substack 👂Listen and 🔥 Subscribe 📺 YouTube 🎧 ...…

1 The Spice And The Ledger 1:06:44
1:06:44
Toista Myöhemmin
Toista Myöhemmin
Listat
Tykkää
Tykätty1:06:44
Send us a text This week, I offer you a barefoot sermon from the battlefield of economic memory. A walk from Hamilton to Trump. From Ricardo to Argentina. From Abraham Lincoln’s top hat to the red-capped defiance of tariff diplomacy. A retelling of the American experiment through its most potent and most misunderstood weapon: the tariff. I argue here that Donald Trump, however clumsy and chaotic, reignited a long-dormant Hamiltonian flame. Like Lincoln before him, who used tariffs not only to industrialize the North but to bleed the profits from slavery’s Southern engine, Trump reached for tariffs not as isolation, but as revolt. The goal was disruption of the quiet exploitation that still oils the gears of the global economy. We begin with Hamilton. In 1791, he laid the blueprint for industrial sovereignty. While Britain imagined America as a spice colony, exporting raw goods and importing refinement, Hamilton saw something else. He saw factories. Foundries. Credit. Fire. His tariffs were not walls, but scaffolds. They wrapped the infant industries of the North in protection until they could stand on their own. Then came Ricardo, bond guru, master of the ledger. He preached comparative advantage, but assumed capital stayed still. That the factory would never chase the lowest wage. That trade was neutral. That power did not intervene. Hamilton saw the flaw long before it became scripture. Ricardo’s theory, elegant on paper, became a passport for colonial subjugation. Had America followed it, she might have become another Argentina. Rich in soil. Poor in ambition. Governed by landlords. Exporting the future in exchange for someone else’s present. Build the factory. Raze the plantation. Lincoln saw it in cotton. Trump saw it in Asian factories. In both cases, the profit was buried in the poison, and each man, in his own era and fashion, had the rare courage to call it by its name. To strike slavery and build a more enduring republic, Lincoln and maybe Trump, did not reach first for cannonballs or proclamations but rather they reached for the balance sheet. They understood that if you make the ledgers bleed, the system follows. That is their courage. Hugh ⬇️ Subscribe on Patreon or Substack for full episodes ⬇️ https://www.patreon.com/HughHendry https://hughhendry.substack.com https://www.instagram.com/ hughhendryofficial https://blancbleustbarts.com https://www.instagram.com/blancbleuofficial ⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts! 🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X 📩 Substack 👂Listen and 🔥 Subscribe 📺 YouTube 🎧 ...…
Send us a text A beachside macro sermon on whale liquidations, a 5700 S&P play, and why Treasuries are the keystone to everything. Solana trades, SOFR action, and The Acid Capitalist’s call to be volatile, be violent, be legendary. Stay acid. ⬇️ Subscribe on Patreon or Substack for full episodes ⬇️ https://www.patreon.com/HughHendry https://hughhendry.substack.com https://www.instagram.com/ hughhendryofficial https://blancbleustbarts.com https://www.instagram.com/blancbleuofficial ⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts! 🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X 📩 Substack 👂Listen and 🔥 Subscribe 📺 YouTube 🎧 ...…
Send us a text Welcome back The breeze is talking again. The sea too, whispering something older than the market, more enduring than yield curves. This episode was recorded beneath Saharan skies on the island of St. Barts, during Acid Capitalist Summer Camp 2.0. But what is a camp if not a gathering of searchers. A pause in the trade winds to ask the old questions. I was met by a journalist. Young, wide-eyed, barefoot. She carried a pencil and the memory of a mixtape. She asked me to speak of fear, folly, volatility and love. I answered not with answers but with exhalation. We spoke of exile, of turtles, of the dull ache of markets remembered and misremembered. Just like Johnny Rotten sang, "This is Not a Love Song", in 1983, this is not an investment interview, more a moment. The market is a hallucination. It's also a mirror. I once managed billions. Today, I manage time. There's something here, in this place, that bends the arc of memory. You come to St. Barts to heal, or to vanish. Perhaps both. There is no grand thesis. Only a few half-remembered charts, a Rolling Stones lyric, and the suspicion that finance was never about spreadsheets but about stories. This episode is a love letter. To serendipity. To misfits. To the exquisite loneliness of being early. Draw close to the speaker. Tilt your face toward the trade winds. Pour something cold and forget, for a moment, the noise. The tape begins... Hugh Hendry The Acid Capitalist ⬇️ Subscribe on Patreon or Substack for full episodes ⬇️ https://www.patreon.com/HughHendry https://hughhendry.substack.com https://www.instagram.com/ hughhendryofficial https://blancbleustbarts.com https://www.instagram.com/blancbleuofficial ⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts! 🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X 📩 Substack 👂Listen and 🔥 Subscribe 📺 YouTube 🎧 ...…
Send us a text Welcome back to paradise, where the rosé is chilled, the sun strokes the sea, and your third ear is tuned to the gospel according to Hugh. This week, I take you deep into the delirious heart of Wall Street circa 2006, an era of mutual fund gods, tax-deductible lap dances, and a man named Scotty who nearly exploded trying to mask the scent of strippers with gasoline. Yes, really. In a 15-minute acid-laced recital, I read a wild chapter from Derek Wallis’ Occupy a Job on Wall Street. It’s called Gasoline Stripper, but I’ve renamed it The Last Scotsman on Wall Street, a madcap tale of booze, bravado, and the slow incineration of financial decorum. I riff, I reminisce (shoutout to Dolcis shoes and the Edinburgh's Balmoral Hotel and wine lunches of yore), and I ask the only question that matters: Can you survive Wall Street if you're the kind of guy who thinks strawberry daiquiris excuse drunk driving? Spoiler: probably not. Pour yourself something cold, take a walk with me through midtown madness and fiscal fireballs, and if you're feeling bold, come to the Acid Capitalist Summer Camp 3.0 this August 17th in St. Barts. Come as a stranger. Leave as a legend. https://www.acidcapitalretreat.com And I'm delighted to announce that we were selected by FeedSpot as one of the Top 30 Hedge Fund Podcasts on the web. https://podcast.feedspot.com/hedge_fund_podcasts/?feedid=5211632&_src=f2_featured_email Find Derek Wallis' book here 👇 https://a.co/d/gKVySzC Hugh Hendry The Acid Capitalist ⬇️ Subscribe on Patreon or Substack for full episodes ⬇️ https://www.patreon.com/HughHendry https://hughhendry.substack.com https://www.instagram.com/ hughhendryofficial https://blancbleustbarts.com https://www.instagram.com/blancbleuofficial ⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts! 🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X 📩 Substack 👂Listen and 🔥 Subscribe 📺 YouTube 🎧 ...…

1 A Gonzo Dive into Wall Street's Wild Side: My Chat with Derek Wallis, Head of Equity Execution at Soros 36:28
Send us a text Good Fortune Makes the Man, and The Man Retains the Fortune and Multiplies It... Welcome back to another transmission from paradise, broadcasting from the heavenly shores of St. Barts. The Acid Capitalist, beamed straight into your ears, sun-kissed and untamed. This week, I open the vault—pulling an old gem from my private paywall, unchaining it from Patreon and Substack for the first time. And trust me, this one is electric. The year is 2000. The stage is Wall Street. And our protagonist? Derek Wallis, The Kiwi Proton Bomb. Fresh off the boat, wide-eyed, an eager foot soldier on the trade floor. But what happens when the greenhorn is tasked with telling Stan Druckenmiller , the man, the legend, that he’s just vaporized a billion dollars? Trial by fire? No—trial by inferno. And then there’s George Soros —the erratic, the enigmatic, the Palindromic Genius. The man who stalks markets like a predator, who sees the bubbles before they even take shape, who vanishes for months only to reappear, calling the desk four times an hour. The hurricane around which entire fortunes rise and fall. And Derek? Derek’s there. Watching. Learning. Surviving. Fast forward. 2005. The Acid Capitalist himself walks into Soros Fund Management —the room temperature drops, chairs scrape, portfolios tremble. Derek was there, they all were. And the chairman, in a moment of delirious clarity, utters the words: 'We’ve found the next George Soros.' Who was he talking about? Ah, that’s where things get interesting… But it gets wilder—trading desks, chaos, the kind of madness that makes a market. You want the full story? You want to know about the topless woman who brought down the Bloomberg terminals? You want to hear the truth about how the world’s greatest speculator saw bubbles, rode them, burst them? Then you’ll want to listen to this one. Stay sharp, Hugh Hendry, The Acid Capitalist P.S. If you’re asking 'What’s the score?' every hour of the trading day, you’re already lost. The markets whisper in static. But ask once a year, and if you’re good— exceptionally good —the mirror, mirror on the wall might just reveal your genius. https://a.co/d/gKVySzC ⬇️ Subscribe on Patreon or Substack for full episodes ⬇️ https://www.patreon.com/HughHendry https://hughhendry.substack.com https://www.instagram.com/ hughhendryofficial https://blancbleustbarts.com https://www.instagram.com/blancbleuofficial ⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts! 🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X 📩 Substack 👂Listen and 🔥 Subscribe 📺 YouTube 🎧 ...…
Send us a text In this episode of The Acid Capitalist , Hugh Hendry dives into the volatile world of FinTech, analyzing Wise and its market positioning compared to giants like PayPal. He shares insights from an encounter with a young, die-hard value investor, dissecting the risks of stock-picking in a sector riddled with landmines. Are FinTech disruptors truly innovative, or are they just banks in disguise riding the interest rate wave? Hugh breaks down the hidden risks of cash transfer companies, the role of interest income, and why pricing wars could push margins to zero. With PayPal’s stock crumbling and Wise at an all-time high, is this the next big breakout or a ticking time bomb? Join Hugh as he takes a contrarian look at the forces shaping FinTechs, from the battle for profitability to the long-term sustainability. ⬇️ Subscribe on Patreon or Substack for full episodes ⬇️ https://www.patreon.com/HughHendry https://hughhendry.substack.com https://www.instagram.com/ hughhendryofficial https://blancbleustbarts.com https://www.instagram.com/blancbleuofficial ⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts! 🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X 📩 Substack 👂Listen and 🔥 Subscribe 📺 YouTube 🎧 ...…

1 Acid Breath 7 - The Quantum Insanity of Christmas 1:04:23
1:04:23
Toista Myöhemmin
Toista Myöhemmin
Listat
Tykkää
Tykätty1:04:23
Send us a text Welcome to a Christmas like no other, where I wrestle with the absurdities of modern finance and the strange beauty of human existence. From the quiet shores of St. Bart's, and it’s a quiet one for sure, Christmas morning and i’m about to post this to you all. There’s a cool macro economic essay in there somewhere. I wanted to get something, anything out there for this holiday season; I hope you can forgive the heavy breathing… This is a meditation on what it means to live in a world where financial systems are warped mirrors of reality. Why does the U.S. economy continue to thrive against the odds? What does it mean when a stock doubles in a month, only to face existential doubt the next? Are we all, prisoners of a system that was never truly rational to begin with? I reflect on moments from my own career, like the time I wagered against the optimism of Nokia in 1999 or found myself apologizing to a Carphone Warehouse magnate, my words echoing through the Mayfair offices as traders placed bets on how many times I’d say “sorry.” But this episode is mostly about life. About finding meaning in the noise, about letting go of the need for answers, and embracing the simple act of questioning. So, as 2024 fades into memory, join me in this moment of quiet reflection. Let’s step away from the screens, the data, the endless rush to predict the unpredictable. Let’s sit with the questions, about markets, about ourselves, and see what they reveal. Because, as I sit here on a stunning Christmas day, staring at the endless blue of the Caribbean Sea, I'm reminded, that you and me, we don't have all the answers. But we've got really good questions. What happens when the Chinese stop buying US risk capital? Does the global stock market music stop? These are THE questions for today. But they're questions worth holding onto as we head into the new year. Answers that will reveal themselves when they're good and damned ready to reveal. So, Good luck, my brothers and sisters. The spirituality of curiosity. I leave it for you to decide. Hugh ⬇️ Subscribe on Patreon or Substack for full episodes ⬇️ https://www.patreon.com/HughHendry https://hughhendry.substack.com https://www.instagram.com/ hughhendryofficial https://blancbleustbarts.com https://www.instagram.com/blancbleuofficial ⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts! 🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X 📩 Substack 👂Listen and 🔥 Subscribe 📺 YouTube 🎧 ...…
Send us a text Welcome to another episode of the Acid Capitalist, coming to you from the sun-drenched shores of St. Barts in the French Caribbean. This week, we’re diving headfirst into market mayhem, absurd tales, and the kind of insights you can only find here. Palm trees. Santa Claus. Sleigh bells. An unlikely combination, yet somehow it works. St. Barts this time of year is pure energy: the priciest destination on the planet, unpredictable weather, and panicked yacht-dwellers caught in sudden downpours. It’s all a fitting metaphor for the markets, seemingly perfect, yet always poised for chaos. Tesla’s doubled since the election. Bitcoin keeps grabbing headlines, and stocks were closing the year with a stunning 27% gain. It’s a world where expectations are sky-high, but danger lurks. I dive into the question: are we at the peak, or is there more room to run? And could Bitcoin really hit a million bucks? If you’ve been here since 2013, you know I’ve been calling this move for years. An LA Tale: Karate Kicks and Markets Sometimes, the markets behave like an LA socialite: confident, demanding, and completely unpredictable. I share a personal story from a glamorous night in West Hollywood. Picture this: a spoiled child, an audacious woman in a mini skirt, and a thigh-high karate kick that stopped just short of my chest. The parallels to the markets are uncanny: strutting in confidence one moment, delivering a shocking blow the next. The Seduction of Now The biggest trap in investing? Being consumed by the present. I explore the seductive mistress that is “now” and why it blinds us to the future. Looking back at my own missteps during 2008, I reflect on the importance of stepping back and imagining where markets might be 18 months down the line. Because the present? It’s rarely the full story. A Tipping Point China is wrestling with deflation and the consequences of years of aggressive policies. Their stock index is stuck at levels from two decades ago, and the yuan teeters on the brink of devaluation. Could this be the tipping point for a global economic reset? I explore what a weaker yuan might mean for global consumption, tariffs, and U.S. consumers. Spoiler: it’s not a rosy picture. ⬇️ Subscribe on Patreon or Substack for full episodes ⬇️ https://www.patreon.com/HughHendry https://hughhendry.substack.com https://www.instagram.com/ hughhendryofficial https://blancbleustbarts.com https://www.instagram.com/blancbleuofficial ⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts! 🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X 📩 Substack 👂Listen and 🔥 Subscribe 📺 YouTube 🎧 ...…
Send us a text This week, a journey through the bonkers world of financial markets, absurd cultural phenomena, and personal reflections from the splendid shores of St. Barts. A Brief Memoir Moment I share a childhood anecdote about an imaginary kangaroo in my parents’ wardrobe, a metaphor for life's absurdities and the early seeds of my contrarian mindset. From tales of youthful rebellion to the consequences of throwing stones at buses, I paint a vivid picture of life lessons learned the hard way and before the internet.. The Week in Markets I dive into the paradox of December markets: - Winners Ride High: Stocks like Nvidia continue their wild run, even as tech giants like Apple remain geopolitical pawns in the US-China game, the market cocks-a-snoop: Warren Who? - The Madness of MicroStrategy: Michael Saylor's strategy of leveraging meme stock madness to buy Bitcoin? Genius or depravity? I call it capitalism at its most unhinged. - Retail Phenomena: Ulta Beauty’s rise as the "crown jewel of vanity" and Estée Lauder's fall from grace become metaphors for the insecurity-driven consumer economy and a stock market seeking unattainable perfection. Macro Musings I connect the dots between today’s financial euphoria and the late 1920s: - Foreign capital is flooding into US markets, fueling asset inflation and American exceptionalism. - AI dominance, bolstered by the US tech ecosystem, is likened to the golden age of the 1920s. - I critique the global disarray, from Europe’s leaderless states to China’s economic skids, and I hail America’s continued structural advantage. Cultural Highlights From Charles Aznavour’s La Bohème to Nekfeu’s Plume, I try weave some French musical genius into my narrative, underscoring the importance of art and reflection amidst financial madness. Closing Thoughts So keep tuning in for more acid insights, market musings, and the occasional existential riff. Because, together, unified, we’ve got the power. Hugh ⬇️ Subscribe on Patreon or Substack for full episodes ⬇️ https://www.patreon.com/HughHendry https://hughhendry.substack.com https://www.instagram.com/ hughhendryofficial https://blancbleustbarts.com https://www.instagram.com/blancbleuofficial ⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts! 🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X 📩 Substack 👂Listen and 🔥 Subscribe 📺 YouTube 🎧 ...…
Send us a text A Life in Rebellion You should listen to the Acid Capitalist Podcast. It's my raw and revealing true story. It's about rebellion. The quiet, existential battle against the grey, the dull, soul-crushing monotony that sneaks into the cracks of life. This isn’t just my story, it’s the story of the markets, a cosmic dance between chaos and order, failure and transcendence. The Rebel’s Genesis I grew up in Glasgow, a city painted in every shade of grey. Not just the skies -though they did their part - but a deeper, existential grey. It seeps into your bones, wraps around your dreams like damp wool, and whispers, "This is all there is." But the thing about despair is that, at its nadir, it can break you or awaken you. For me, it cracked open a door, and in walked Mr. Rebel, my lifelong companion. Markets as Rebellion Markets are alive, messy, and paradoxical. You're maybe subscribing to investment trading videos. They're a con peddled by folks who've never managed money professionally. They’re shills. Markets are not built on fundamentals or formulas but on sentiment, much like the neurotransmitters in your brain. The yin and yang of your nervous system, that mirrors the speculative highs and lows of trading. To navigate them is to ride the wave of human emotion, teetering on the edge of reason. You need to hear my story. The Void and the Dopamine Trap My rebellion wasn’t about making money, though I did plenty of that. It was about proving to the grey world that I’d escaped. Like a Zen koan, the markets posed unanswerable questions: What is the sound of one hand clapping? Why do bubbles burst? What’s next? I chased answers, built houses with swimming pools and tennis courts, and even tried to buy happiness on a tropical island. But the grey always seeped back in. It took me years to realize that heaven isn’t a place on Earth. It’s a state of mind, a rebellion against the self. Zen and the Art of Acid Capitalism In Zen, they speak of the gateless gate, the barriers we construct in our minds that don’t truly exist. The markets are full of these gates: self-imposed limitations, conventional wisdom, and the fear of uncertainty. To pass through them, you need to embrace paradox, chaos, and, yes, a little bit of ⬇️ Subscribe on Patreon or Substack for full episodes ⬇️ https://www.patreon.com/HughHendry https://hughhendry.substack.com https://www.instagram.com/ hughhendryofficial https://blancbleustbarts.com https://www.instagram.com/blancbleuofficial ⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts! 🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X 📩 Substack 👂Listen and 🔥 Subscribe 📺 YouTube 🎧 ...…
Send us a text I was born in Glasgow, a city carved by raw grit and humor, think of Sir Alex Ferguson and Billy Connolly. Not far from there, I began my career in Edinburgh , a mere fifty miles geographically, but an infinite leap in atmosphere. Imagine stepping into an aristocratic investment house, its rooms brimming with the ghosts of ambition and refinement. Suddenly finding yourself in the domain of tall men in their dead fathers' ill-fitting trousers . Aristocrats in suits hemmed just above their ankles, like ghosts of a forgotten mod era. My first posting? The Japanese department, September 1990, nine months after the Nikkei’s spectacular peak at 40,000. I was young, unseasoned, but one thing I knew for sure: Japanese stocks were d-e-f-i-n-i-t-e-l-y not going back up anytime soon. Check the audio tape… This week's show isn't about stock indices or investment attire. No, it’s about a curious creature, the tunicate . You see, the tunicate begins its life as a free-swimming entity, darting about the ocean with purpose and curiosity. It seeks, it explores, its a happy soul. And then, it finds its chosen spot, burrows its head into the seafloor, and, get this, it eats its own brain. Why? Because it no longer needs it. The tunicate’s life becomes rooted, passive, and fixed, content to filter nutrients from the passing current. A lobotomized existence, blissfully detached from the need for thought or movement. It got me thinking. Is this not the state of many investors today? Consider the lobotomized meme stockholder, basking in the unthinking glow of rising markets. They’ve eaten their metaphorical brains, trading curiosity and action for the comfort of passive returns. They’re Holding On for Dear Life , foolish squirts I call them. Music or no music? You tell me. And are you getting the giggles when I get all meditative... ⬇️ Subscribe on Patreon or Substack for full episodes ⬇️ https://www.patreon.com/HughHendry https://hughhendry.substack.com https://www.instagram.com/ hughhendryofficial https://blancbleustbarts.com https://www.instagram.com/blancbleuofficial ⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts! 🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X 📩 Substack 👂Listen and 🔥 Subscribe 📺 YouTube 🎧 ...…
Send us a text Macro Meditation #2 Wow. Did you enjoy the Complexity episode? I went full zen on you. Deep breathing, tapping into the god-like forces within. Sounds crazy, right? Except it’s not. You are the god . The universe doesn’t revolve around some external queen bee or king. Nope, it’s you. But modern society? It’s been locking that realization away for centuries, creating gatekeepers, the constant buzz of traffic on the mental highway that runs through your mind. The incessant voices that keep you hustling, second-guessing, never questioning the system. That’s why I lean into serendipity and synchronicity. I’ve found creative rebirth through breathing, through breaking on through to the other side. It’s about reconnecting to the magic kingdom within. Forget the false gods of Wall Street, religion or the carnival of politics. I don’t care who won the election, both sides are just the hapless lions in The Wizard of Oz, prowling around, but without the courage to challenge the status quo. Speaking of which, let’s talk markets. Did you know the S&P has gone up nearly 60-fold since 1980? Fortunes have been made by the money changers, the witches of the east, Wall Street Barrons. Asset prices have soared on the back of globally suppressed labour costs and perpetually low rates. But for the average Joe? Stagnation. Real wages flatlined decades ago, communities frayed. And yet, we cheer every tick higher on the stock index, oblivious to the cost. I want you to be courageous my curious mind warriors. To have the kind of courage that questions, that disrupts. The kind of courage you find when you strip away the noise, quiet the mind, and breathe deeply. So, as I close out this meditation, let me remind you: it’s okay to be a little crazy. Embrace the complexity. Be curious. Be bold. And most importantly, keep being acid capitalists. Hugh ⬇️ Subscribe on Patreon or Substack for full episodes ⬇️ https://www.patreon.com/HughHendry https://hughhendry.substack.com https://www.instagram.com/ hughhendryofficial https://blancbleustbarts.com https://www.instagram.com/blancbleuofficial ⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts! 🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X 📩 Substack 👂Listen and 🔥 Subscribe 📺 YouTube 🎧 ...…
Send us a text Macro Meditation #2 Wow. Did you enjoy the Complexity episode? I went full zen on you. Deep breathing, tapping into the god-like forces within. Sounds crazy, right? Except it’s not. You are the god. The universe doesn’t revolve around some external queen bee or king. Nope, it’s you. But modern society? It’s been locking that realization away for centuries, creating gatekeepers, the constant buzz of traffic on the mental highway that runs through your mind. The incessant voices that keep you hustling, second-guessing, never questioning the system. That’s why I lean into serendipity and synchronicity. I’ve found creative rebirth through breathing, through breaking on through to the other side. It’s about reconnecting to the magic kingdom within. Forget the false gods of Wall Street, religion or the carnival of politics. I don’t care who won the election, both sides are just the hapless lions in The Wizard of Oz, prowling around, but without the courage to challenge the status quo. Speaking of which, let’s talk markets. Did you know the S&P has gone up nearly 60-fold since 1980? Fortunes have been made by the money changers, the witches of the east, Wall Street Barrons. Asset prices have soared on the back of globally suppressed labour costs and perpetually low rates. But for the average Joe? Stagnation. Real wages flatlined decades ago, communities frayed. And yet, we cheer every tick higher on the stock index, oblivious to the cost. I want you to be courageous my curious mind warriors. To have the kind of courage that questions, that disrupts. The kind of courage you find when you strip away the noise, quiet the mind, and breathe deeply. So, as I close out this meditation, let me remind you: it’s okay to be a little crazy. Embrace the complexity. Be curious. Be bold. And most importantly, keep being acid capitalists. Hugh ⬇️ Subscribe on Patreon or Substack for full episodes ⬇️ https://www.patreon.com/HughHendry https://hughhendry.substack.com https://www.instagram.com/ hughhendryofficial https://blancbleustbarts.com https://www.instagram.com/blancbleuofficial ⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts! 🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X 📩 Substack 👂Listen and 🔥 Subscribe 📺 YouTube 🎧 ...…
Send us a text Why Acid Meditation Matters for Investors: Embracing Complexity and the Chaos Within Dear friends I’m launching a meditation series that, I admit, may seem far afield from my usual punk-macroeconomic analysis. But this is no gimmick. It’s an exploration of how mastering the inner world of your mind can make you a better investor and a more resilient human being. Why It’s Worth Your Attention You might be asking, “Why should I, a seasoned or aspiring investor, care about meditation?” Here’s the brutal truth: Most investors lose money not because of bad strategies, but because they can’t manage their own emotions. Fear and greed are more dangerous than any market downturn. Acid Meditation is my answer to that problem. It’s about developing the mental architecture to withstand volatility, to spot and accept serendipity, and to harness the power of the unknown. I’ve taken risks all my life. I know what it feels like to be on the edge, both financially and existentially. This meditation series is a distillation of that experience: a guide for how I’ve sought to understand not just the market but the deeper truths that govern my existence. So, if you’re ready to challenge yourself, to engage with complexity rather than flee from it, and to elevate your thinking in a world that demands constant adaptation, then join me. Acid Meditation isn’t just for seekers of peace; it’s for warriors of the mind, those who dare to think differently and profit from it. Let’s explore the edge together. Hugh ⬇️ Subscribe on Patreon or Substack for full episodes ⬇️ https://www.patreon.com/HughHendry https://hughhendry.substack.com https://www.instagram.com/ hughhendryofficial https://blancbleustbarts.com https://www.instagram.com/blancbleuofficial ⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts! 🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X 📩 Substack 👂Listen and 🔥 Subscribe 📺 YouTube 🎧 ...…
Send us a text Mike Lynch, a man who faced down the giant of US Justice, out maneuvered the legal behemoths, took on the law and emerged victorious—only to be taken by the cold, capricious hand of Mother Nature. Imagine it: overcoming insurmountable odds, the weight of the world against you, and yet, you rise. Then, in a cruel twist, you're snuffed out by the very seas that should’ve carried you home on a joyous victory lap of vindication. And the loss of his number two, also acquitted by the US courts, on the very same day? That smacks of something truly out of whack—a malevolent force, a Keyser Söze-like figure, flexing its vindictive contempt. The unruly seas didn’t just take six lives; they dragged HP's corporate secrets to the seabed, locked away in the depths, perhaps forever. Was it mere misfortune, or was there something more sinister at play? Watch this video, and together we’ll explore what might just be the greatest unfinished story of the 21st century. The seas may have claimed their due, but the truth is still out there, waiting to surface. R.I.P. Mike Lynch. ⬇️ Subscribe on Patreon or Substack for full episodes ⬇️ https://www.patreon.com/HughHendry https://hughhendry.substack.com https://www.instagram.com/ hughhendryofficial https://blancbleustbarts.com https://www.instagram.com/blancbleuofficial ⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts! 🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X 📩 Substack 👂Listen and 🔥 Subscribe 📺 YouTube 🎧 ...…
T
The ACID Capitalist Podcast

1 Macro Markets Unleashed: Hugh Hendry, Brent Johnson, and Tracy Shuchart in Conversation 1:05:26
1:05:26
Toista Myöhemmin
Toista Myöhemmin
Listat
Tykkää
Tykätty1:05:26
Send us a text Step into the dim glow of our dive bar of financial musings in the humid, Caribbean night air, where the ACID Capitalist, Hugh Hendry, the sardonic Brent Johnson (@SantiagoAuFund), and the ever-perceptive Tracy Shuchart (@chigrl) huddle over a table of half-empty glasses and half-baked theories. This is a raw, unfiltered exploration into the underbelly of macroeconomics. We wander through the shadowy corridors of USD fluctuations, peer into the abyss of interest rate procrastinations, and mull over the geopolitical chess moves of giants like the US, Japan, and China. The conversation flows like a blues riff, touching on the gritty realities of commodities and financial trends. Expect contrarian views and insights that cut through the noise, all served with a side of existential reflection. This is more than a podcast; it’s a night at the bar with the sharpest minds in finance, pondering the chaos and beauty of the global market. Grab a drink, pull up a chair, and join us for a conversation that’s as unpredictable as it is enlightening. ⬇️ Subscribe on Patreon or Substack for full episodes ⬇️ https://www.patreon.com/HughHendry https://hughhendry.substack.com https://www.instagram.com/ hughhendryofficial https://blancbleustbarts.com https://www.instagram.com/blancbleuofficial ⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts! 🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X 📩 Substack 👂Listen and 🔥 Subscribe 📺 YouTube 🎧 ...…
Send us a text Some folks possess the philosophers stone. Me? I just have this fabulous oversized sofa at Maison Blanc Bleu, and as this glorious weekend unfolds, I'm rolling out my life creed. Journeys morph and twist. I embarked on an epic voyage from a haunting housing project to a chouette Caribbean island. Sacrifices were made, asses were kissed, and I, a prodigious child of circumstance, sucked the ring from every hand. But that chapter has concluded. I've arrived. And now, it's time to kick back and embrace The Fool's Journey—the card without a number, the path that few dare tread. I'm ready to embrace it, to open my arms wide to the chaos of existence. For years, I was a closed, focused vessel, unable to receive the love that so many offered. But now, the pipes are unclogged, the channels are clear, and I'm finally ready to let it all in. So forgive me if it seems like a train wreck from the outside, but let me declare it loud and clear: I'm having the time of my damn life. How many of us can honestly say that? But baby, just don’t be sick on my sofa… ⬇️ Subscribe on Patreon or Substack for full episodes ⬇️ https://www.patreon.com/HughHendry https://hughhendry.substack.com https://www.instagram.com/ hughhendryofficial https://blancbleustbarts.com https://www.instagram.com/blancbleuofficial ⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts! 🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X 📩 Substack 👂Listen and 🔥 Subscribe 📺 YouTube 🎧 ...…
Send us a text Strap in for a wild ride through the cannabis revolution with Peter Barsoom, the mastermind behind 1906 , where ancient botanicals meet modern science in a dazzling maze of Dadaist innovation. In this episode, Peter takes us behind the scenes of crafting cannabis products that aren't just about getting high—they're about elevating your well-being. From the gritty details of pioneering the industry's first fast-acting edibles to redefining everyday wellness, Peter shares how his Wall Street savvy catapulted 1906 into the spotlight of the green rush. Tune in as The ACID Capitalist lights up on some yellow GENIUS pills and gains perspective on the burgeoning world of bespoke cannabis with insights only a veteran like Peter could offer. It's not just a podcast; it's a gateway to the new age of enlightened Investment Dadaism. And there’s more…The ACID Capitalist and 1906 are collaborating and offering a $5 discount off any tin purchased with the code ACIDCAPITALIST. We’re not just rejecting traditional investment conventions, we’re gone challenge the established norms of risk markets. ⬇️ Subscribe on Patreon or Substack for full episodes ⬇️ https://www.patreon.com/HughHendry https://hughhendry.substack.com https://www.instagram.com/ hughhendryofficial https://blancbleustbarts.com https://www.instagram.com/blancbleuofficial ⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts! 🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X 📩 Substack 👂Listen and 🔥 Subscribe 📺 YouTube 🎧 ...…
Send us a text Welcome to a journey into the gold markets on today’s podcast, where I, alongside a valued member from the John Galt community, dive deep into the glittering realms of gold trading. For the next 50 minutes, we’re going to tackle some burning questions, slicing through the noise with sharp insights and fearless forecasts. Whether you're a battle-hardened trader or a curious onlooker ready to dip your toes into the gold rush, strap in. We're set to explore everything from market dynamics to cunning trading strategies, ensuring you walk away with a treasure trove of knowledge. Let the gold games begin! And dear John Galts, line-up, let’s do more… ⬇️ Subscribe on Patreon or Substack for full episodes ⬇️ https://www.patreon.com/HughHendry https://hughhendry.substack.com https://www.instagram.com/ hughhendryofficial https://blancbleustbarts.com https://www.instagram.com/blancbleuofficial ⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts! 🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X 📩 Substack 👂Listen and 🔥 Subscribe 📺 YouTube 🎧 ...…
T
The ACID Capitalist Podcast

Send us a text Step off Wall Street's grimy sidewalks and plunge into the wilderness with the ACID Capitalist as your guide on another mind-bending journey. We've connected with Tom Morgan, a standout from this year's Ira Sohn conference and a fellow traveler lost in the financial wilds. Tom tells me that it's fantastic being telepathic, that he’s read my mind, that things are really drastic… With Tom as our wandering star, we explore the possibilities of finance's future, navigating the abstract without seeking anything specific. We're the shamans of finance, venturing into risk, creativity, and the art of foresight, our vision blurred by last night's tequila. We share stories of profound revelations and the rare, gonzo path less traveled, challenging the monotony of corporate life. This journey is not just another finance podcast; it's an exploration of curiosity's core. We delve into the brain's right hemisphere, we’re out there on the perpendicular, not searching for anything in particular, maybe seeking life's meaning, syncing with Jung's synchronicity, and pondering the ego's demise. Is our spiritual quest merely a competitive climb, an infinite loop ? Here's the paradox: As AI challenges the left hemisphere's relevance, might the shamans, the daring outsiders, become finance's new deities ? Dare to listen and let your mind wander the fringes of finance's future. Also, be sure to watch Tom's 5 minutes of wisdom: https://x.com/tomowenmorgan/status/1775957154521821593 ⬇️ Subscribe on Patreon or Substack for full episodes ⬇️ https://www.patreon.com/HughHendry https://hughhendry.substack.com https://www.instagram.com/ hughhendryofficial https://blancbleustbarts.com https://www.instagram.com/blancbleuofficial ⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts! 🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X 📩 Substack 👂Listen and 🔥 Subscribe 📺 YouTube 🎧 ...…
T
The ACID Capitalist Podcast

Send us a text Dive into the vaults with the ACID Capitalist, as I resurrect a mentoring session from July '23, "The Path to Serfdom". The young Padawan and I dissect the how and why of the financial depression gripping the majority, questioning the orthodoxies that pin us down in a world seemingly designed by and for the elite. This isn't a chat; it's a rebel yell, seeking to redefine what we accept as economic 'normalcy'. Gear up for a discursive journey through the financial wilderness, where no question is too sacred, no theory too outlandish. We don’t like slavery, we won’t beg but with a rebel yell, we’ll take more, more, more. ⬇️ Subscribe on Patreon or Substack for full episodes ⬇️ https://www.patreon.com/HughHendry https://hughhendry.substack.com https://www.instagram.com/ hughhendryofficial https://blancbleustbarts.com https://www.instagram.com/blancbleuofficial ⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts! 🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X 📩 Substack 👂Listen and 🔥 Subscribe 📺 YouTube 🎧 ...…
T
The ACID Capitalist Podcast

Send us a text Welcome back, my enlightened audience, to another episode of Acid Therapy, where yours truly, The Acid Capitalist, delves once more into the mental maelstrom with Denise Shull's guidance. This episode serves as a serenade to the chaos of existence, exploring a myriad of topics from the rollercoaster of my personal life to the philosophical musings that keep the midnight oil burning. Denise skillfully prods and pokes at the fabric of my psyche, unraveling threads of my past, my dance with financial peril, and my unwavering quest to find meaning in the madness. From the stress of nearing completion on a villa project to childhood recollections shaping my adult anxieties, each moment leads us closer to unraveling the enigma of The Acid Capitalist. So, brace for impact; this one cuts deep. ⬇️ Subscribe on Patreon or Substack for full episodes ⬇️ https://www.patreon.com/HughHendry https://hughhendry.substack.com https://www.instagram.com/ hughhendryofficial https://blancbleustbarts.com https://www.instagram.com/blancbleuofficial ⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts! 🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X 📩 Substack 👂Listen and 🔥 Subscribe 📺 YouTube 🎧 ...…
T
The ACID Capitalist Podcast

Send us a text Ladies and gentlemen, daredevils of the financial markets, connoisseurs of the unconventional, welcome back to what I've cheekily dubbed "Acid Therapy" with the indomitable Denise Shull . If you thought our first Tango-in-Paris was a trip down the rabbit hole, brace yourselves for a sequel that delves deeper into the psyche of trading, investing, and the emotional rollercoaster that accompanies the pursuit of pecuniary success. In this episode, we peel back the layers of the market's psyche with Denise; tackle the taboo, the unspoken truth that emotion is not just a part of decision-making; it is the cornerstone. Forget the mantra of the suits, that its cold, calculated logic. Nah, that's subterfuge, throwing you off the money trail. I'm here to tell you that to navigate the tumultuous seas of the market, you need to embrace the storm within. Denise challenges the notion that emotion and reason are at odds. Instead, she proposes that they are the yin and yang of successful trading. We explore the idea that your gut feeling isn't just old pizza acting up – it's your brain's way of pattern recognition, an unconscious intuition honed by experience and expertise. We dive into the controversial, discuss how the very emotions we're told to suppress could be the compass guiding us through the market's treacherous terrain. We also confront the uncomfortable, admitting that sometimes, despite our best analysis and emotional intuition, the market can still blindside us. It's a humbling reminder that we're playing a game with no guarantees, only educated gambles. It's absolutely orgasmic. And for those of you who are as intrigued by these conversations as I am, I invite you to join the Acid Capitalist Tribe on Patreon. There, you'll get the full-length versions of all my podcasts, including this eye-opening dialogue with Denise, and other exclusive content that's too hot for the mainstream. Dive into the deep end with us, subscribe to me on Patreon to listen to the full episode. ⬇️ Subscribe on Patreon or Substack for full episodes ⬇️ https://www.patreon.com/HughHendry https://hughhendry.substack.com https://www.instagram.com/ hughhendryofficial https://blancbleustbarts.com https://www.instagram.com/blancbleuofficial ⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts! 🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X 📩 Substack 👂Listen and 🔥 Subscribe 📺 YouTube 🎧 ...…
T
The ACID Capitalist Podcast

Send us a text Switching it up with a throwback from the archives. About a year ago, I had a series of 3 interviews with Denise Shull. She's a certified pro, cut from the same cloth as Wendy from Billions – you know, that HBO show about Bobby Axelrod, the hedge fund big shot. Denise even took a swing at the show's creators, claiming they owed her royalties for using her likeness in Wendy's character. She lost that one. Tough cookie, but sharp as hell. I hesitated about putting this out. It's not your usual investment talk, but maybe it's got something to say about our crazy world. Beyond that, it gets real personal. Last year was a deep dive into hurt for me, going through a separation with my life partner. Yeah, I'm the guy who married his first date. Who does that, right? Anyway, I've had time to think, and one thing missing from public life is laying it all out there. I felt the sharp pain that the chaos life sometimes throws at us. Figured maybe it's better out in the open. Most times, I'm cruising around playing the king-of-St-Barts, but reality is a whole lot more complex. To understand me better, I wanted to share. 'Cause we're all on this journey, and you've got to believe that open talks and exchanges are what helps us along the way. Anyway, enough rambling. Here's the first episode, just for you. ⬇️ Subscribe on Patreon or Substack for full episodes ⬇️ https://www.patreon.com/HughHendry https://hughhendry.substack.com https://www.instagram.com/ hughhendryofficial https://blancbleustbarts.com https://www.instagram.com/blancbleuofficial ⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts! 🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X 📩 Substack 👂Listen and 🔥 Subscribe 📺 YouTube 🎧 ...…
T
The ACID Capitalist Podcast

Send us a text In this week's episode Nick Searle the from ADP podcast interviews Hugh Hendry. Nick and Hugh talk through Hugh’s thoughts on the outlook for 2024 and go on a macro Acid Capitalist trip along the way. They discuss when will the Fed cut interest rates, the 1970s and Hugh's white paper on the parallels between the monetary landscape and the Chernobyl nuclear disaster, suggesting that attempts by central banks to control economic temperature may lead to unintended consequences. They also cover Hugh’s view of Japan, Greyscale, Bitcoin and the price of Gold. Hugh also discusses arguing with his 'AI version of himself'. Nick's book suggestion is The Creative Act by Rick Rubin ⬇️ Subscribe on Patreon or Substack for full episodes ⬇️ https://www.patreon.com/HughHendry https://hughhendry.substack.com https://www.instagram.com/ hughhendryofficial https://blancbleustbarts.com https://www.instagram.com/blancbleuofficial ⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts! 🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X 📩 Substack 👂Listen and 🔥 Subscribe 📺 YouTube 🎧 ...…
T
The ACID Capitalist Podcast

Send us a text Here is a sneak peak from my 38 minute full video that I dorpped on my Patreon last week. To get exclusive access to all of my content as soon as it´s released, sign up today and I´ll see you in there. THIS IS NOT INVESTMENT ADVICE!! ⬇️ Subscribe on Patreon or Substack for full episodes ⬇️ https://www.patreon.com/HughHendry https://hughhendry.substack.com https://www.instagram.com/ hughhendryofficial https://blancbleustbarts.com https://www.instagram.com/blancbleuofficial ⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts! 🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X 📩 Substack 👂Listen and 🔥 Subscribe 📺 YouTube 🎧 ...…
Send us a text Here is a behind the scenes interview I gave at the Bitcoin conference in Amsterdam with Isabella from Bitcoin Magazine. I've dropped a couple of short videos from this interview, but here you can enjoy the full audio. In this interview we discuss why I don't believe Bitcoin is going to fix every issue the current system has, as well as so much more. ⬇️ Subscribe on Patreon or Substack for full episodes ⬇️ https://www.patreon.com/HughHendry https://hughhendry.substack.com https://www.instagram.com/ hughhendryofficial https://blancbleustbarts.com https://www.instagram.com/blancbleuofficial ⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts! 🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X 📩 Substack 👂Listen and 🔥 Subscribe 📺 YouTube 🎧 ...…
T
The ACID Capitalist Podcast

Send us a text This video was originally released on my Patreon. To get exclusive access to all of my content as soon as it´s released, sign up today and I´ll see you in there. ⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️ https://www.patreon.com/HughHendry I randomly managed to watch a recent interview on Bloomberg with a talking head from Invesco. I found it priceless. The nonsense that's spoken by the biggest investors. Words, endless words, jargon A science of profanities. But hat tip to the Bloomberg anchor, Tom Keane, for asking the most pertinent question, "Aren't you just making this up as you go along ?" A lot of the interview discusses investment strategy at the fabled end of the cycle. What cycle you might ask. The rates cycle ? The Fed seems to have indicated that hikes are ending. Will the US economic cycle end ? It continues to surprise on the upside but surely its days are numbered ? There's a discussion about the equity risk premium. A means of considering the relative attraction of stocks versus bonds. Everyone is against the Treasury market currently. But the equity risk premium is urging caution on equities. We discuss. ⬇️ Subscribe on Patreon or Substack for full episodes ⬇️ https://www.patreon.com/HughHendry https://hughhendry.substack.com https://www.instagram.com/ hughhendryofficial https://blancbleustbarts.com https://www.instagram.com/blancbleuofficial ⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts! 🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X 📩 Substack 👂Listen and 🔥 Subscribe 📺 YouTube 🎧 ...…
T
The ACID Capitalist Podcast

1 The World´s #1 Bond Trader Reveals His Next Money Making Trade. Exclusive Interview With Bob Treue 29:05
Send us a text Watch the entire conversation at https://www.patreon.com/HughHendry **THIS IS NOT INVESTMENT ADVICE!!** ⬇️ Subscribe on Patreon or Substack for full episodes ⬇️ https://www.patreon.com/HughHendry https://hughhendry.substack.com https://www.instagram.com/ hughhendryofficial https://blancbleustbarts.com https://www.instagram.com/blancbleuofficial ⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts! 🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X 📩 Substack 👂Listen and 🔥 Subscribe 📺 YouTube 🎧 ...…
T
The ACID Capitalist Podcast

1 Acid Capitalist Summer Camp Roundtable with Brent Johnson, George Gammon, Hugh Hendry & Jeff Snider 38:46
Send us a text Brent, George, Hugh and Jeff sit down to discuss FX and the Japanese Yen and Chinese Yuan devaluation, monetary policy, Fed actions and the yield curve. Watch the entire conversation at https://www.patreon.com/HughHendry **THIS IS NOT INVESTMENT ADVICE!!** ⬇️ Subscribe on Patreon or Substack for full episodes ⬇️ https://www.patreon.com/HughHendry https://hughhendry.substack.com https://www.instagram.com/ hughhendryofficial https://blancbleustbarts.com https://www.instagram.com/blancbleuofficial ⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts! 🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X 📩 Substack 👂Listen and 🔥 Subscribe 📺 YouTube 🎧 ...…
Send us a text Listen to the entire conversation at https://www.patreon.com/HughHendry ***THIS IS NOT INVESTMENT ADVICE!!*** ⬇️ Subscribe on Patreon or Substack for full episodes ⬇️ https://www.patreon.com/HughHendry https://hughhendry.substack.com https://www.instagram.com/ hughhendryofficial https://blancbleustbarts.com https://www.instagram.com/blancbleuofficial ⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts! 🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X 📩 Substack 👂Listen and 🔥 Subscribe 📺 YouTube 🎧 ...…
T
The ACID Capitalist Podcast

Send us a text The Approaching Macro Shock Wave with Skanda Amarnath (public preview) ***THIS IS NOT INVESTMENT ADVICE!!*** ⬇️ Subscribe on Patreon or Substack for full episodes ⬇️ https://www.patreon.com/HughHendry https://hughhendry.substack.com https://www.instagram.com/ hughhendryofficial https://blancbleustbarts.com https://www.instagram.com/blancbleuofficial ⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts! 🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X 📩 Substack 👂Listen and 🔥 Subscribe 📺 YouTube 🎧 ...…
Send us a text Inflation Collision Course with Bob Elliot (Preview) ***THIS IS NOT INVESTMENT ADVICE!!*** ⬇️ Subscribe on Patreon or Substack for full episodes ⬇️ https://www.patreon.com/HughHendry https://hughhendry.substack.com https://www.instagram.com/ hughhendryofficial https://blancbleustbarts.com https://www.instagram.com/blancbleuofficial ⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts! 🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X 📩 Substack 👂Listen and 🔥 Subscribe 📺 YouTube 🎧 ...…
T
The ACID Capitalist Podcast

Send us a text Acid Capitalist meets Real Vision Mashup with Andreas Steno Listen to the entire conversation at https://www.patreon.com/HughHendry ***THIS IS NOT INVESTMENT ADVICE!!*** ⬇️ Subscribe on Patreon or Substack for full episodes ⬇️ https://www.patreon.com/HughHendry https://hughhendry.substack.com https://www.instagram.com/ hughhendryofficial https://blancbleustbarts.com https://www.instagram.com/blancbleuofficial ⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts! 🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X 📩 Substack 👂Listen and 🔥 Subscribe 📺 YouTube 🎧 ...…
T
The ACID Capitalist Podcast

Send us a text Listen to the entire conversation at https://patreon.com/HughHendry ⬇️ Subscribe on Patreon or Substack for full episodes ⬇️ https://www.patreon.com/HughHendry https://hughhendry.substack.com https://www.instagram.com/ hughhendryofficial https://blancbleustbarts.com https://www.instagram.com/blancbleuofficial ⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts! 🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X 📩 Substack 👂Listen and 🔥 Subscribe 📺 YouTube 🎧 ...…
Send us a text PREVIEW: Anarchists at the Fed with Steve Hanke ⬇️ Subscribe on Patreon or Substack for full episodes ⬇️ https://www.patreon.com/HughHendry https://hughhendry.substack.com https://www.instagram.com/ hughhendryofficial https://blancbleustbarts.com https://www.instagram.com/blancbleuofficial ⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts! 🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X 📩 Substack 👂Listen and 🔥 Subscribe 📺 YouTube 🎧 ...…
T
The ACID Capitalist Podcast

Send us a text Venturing Across the Abyss: The Bridge of Hope w/ George Magnus ***THIS IS NOT INVESTMENT ADVICE!!*** ⬇️ Subscribe on Patreon or Substack for full episodes ⬇️ https://www.patreon.com/HughHendry https://hughhendry.substack.com https://www.instagram.com/ hughhendryofficial https://blancbleustbarts.com https://www.instagram.com/blancbleuofficial ⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts! 🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X 📩 Substack 👂Listen and 🔥 Subscribe 📺 YouTube 🎧 ...…
Send us a text To hear the entire conversation sign up at https://www.patreon.com/HughHendry ***THIS IS NOT INVESTMENT ADVICE!!*** ⬇️ Subscribe on Patreon or Substack for full episodes ⬇️ https://www.patreon.com/HughHendry https://hughhendry.substack.com https://www.instagram.com/ hughhendryofficial https://blancbleustbarts.com https://www.instagram.com/blancbleuofficial ⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts! 🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X 📩 Substack 👂Listen and 🔥 Subscribe 📺 YouTube 🎧 ...…
Send us a text UNLOCKED: The Future of Money with AllinCrypto ***THIS IS NOT INVESTMENT ADVICE!!*** ⬇️ Subscribe on Patreon or Substack for full episodes ⬇️ https://www.patreon.com/HughHendry https://hughhendry.substack.com https://www.instagram.com/ hughhendryofficial https://blancbleustbarts.com https://www.instagram.com/blancbleuofficial ⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts! 🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X 📩 Substack 👂Listen and 🔥 Subscribe 📺 YouTube 🎧 ...…
T
The ACID Capitalist Podcast

1 UNLOCKED: A LIVE recording of a Different Perspective with host Nick Searle, Hugh Hendry and Barry Norris 1:18:39
1:18:39
Toista Myöhemmin
Toista Myöhemmin
Listat
Tykkää
Tykätty1:18:39
Send us a text A LIVE recording of a Different Perspective with host Nick Searle, Hugh Hendry and Barry Norris Listen to last week’s live recording of A Different Perspective podcast, featuring host Nick Searle with guests, macro trading legends Hugh Hendry and Barry Norris. This episode was recorded in front of a live audience at St Ethelburga’s in the City of London on 21st June. Nick, Hugh and Barry discussed the rate rise dilemma faced by the FED and Bank of England and what needs to break, are we over peak ESG and what is the future for active fund management. Hugh Hendry is a hedge fund manager and podcast host. Hugh was previously at Baillie Gifford and Odey Asset Management, and his Eclectica macro hedge fund was famously up 50% in 2003 and up 50% in the month of October in 2008, earning him a reputation as a contrarian investor. Barry Norris is the Founder of Argonaut Capital, an equity fund management company based in London. Barry is the Fund Manager of the Argonaut Absolute Return Fund, a leading equity long/short fund, managed using contrarian top-down macro views and a bottom-up “earnings surprise” stock-picking process. He also writes the widely followed “Argonautica” blog and creates Argonaut’s distinct “Stockumentary” videos. ⬇️ Subscribe on Patreon or Substack for full episodes ⬇️ https://www.patreon.com/HughHendry https://hughhendry.substack.com https://www.instagram.com/ hughhendryofficial https://blancbleustbarts.com https://www.instagram.com/blancbleuofficial ⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts! 🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X 📩 Substack 👂Listen and 🔥 Subscribe 📺 YouTube 🎧 ...…
Send us a text To hear the entire conversation sign up at https://www.patreon.com/HughHendry **THIS IS NOT INVESTMENT ADVICE!!*** ⬇️ Subscribe on Patreon or Substack for full episodes ⬇️ https://www.patreon.com/HughHendry https://hughhendry.substack.com https://www.instagram.com/ hughhendryofficial https://blancbleustbarts.com https://www.instagram.com/blancbleuofficial ⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts! 🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X 📩 Substack 👂Listen and 🔥 Subscribe 📺 YouTube 🎧 ...…
Send us a text To hear the entire conversation sign up at https://www.patreon.com/HughHendry ***THIS IS NOT INVESTMENT ADVICE!!*** ⬇️ Subscribe on Patreon or Substack for full episodes ⬇️ https://www.patreon.com/HughHendry https://hughhendry.substack.com https://www.instagram.com/ hughhendryofficial https://blancbleustbarts.com https://www.instagram.com/blancbleuofficial ⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts! 🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X 📩 Substack 👂Listen and 🔥 Subscribe 📺 YouTube 🎧 ...…
Send us a text To hear the entire conversation sign up at https://www.patreon.com/HughHendry ***THIS IS NOT INVESTMENT ADVICE!!*** ⬇️ Subscribe on Patreon or Substack for full episodes ⬇️ https://www.patreon.com/HughHendry https://hughhendry.substack.com https://www.instagram.com/ hughhendryofficial https://blancbleustbarts.com https://www.instagram.com/blancbleuofficial ⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts! 🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X 📩 Substack 👂Listen and 🔥 Subscribe 📺 YouTube 🎧 ...…
T
The ACID Capitalist Podcast

Send us a text To hear the entire conversation sign up at https://www.patreon.com/HughHendry ***THIS IS NOT INVESTMENT ADVICE!!*** ⬇️ Subscribe on Patreon or Substack for full episodes ⬇️ https://www.patreon.com/HughHendry https://hughhendry.substack.com https://www.instagram.com/ hughhendryofficial https://blancbleustbarts.com https://www.instagram.com/blancbleuofficial ⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts! 🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X 📩 Substack 👂Listen and 🔥 Subscribe 📺 YouTube 🎧 ...…
Tervetuloa Player FM:n!
Player FM skannaa verkkoa löytääkseen korkealaatuisia podcasteja, joista voit nauttia juuri nyt. Se on paras podcast-sovellus ja toimii Androidilla, iPhonela, ja verkossa. Rekisteröidy sykronoidaksesi tilaukset laitteiden välillä.