The ACID Capitalist Podcast Do Deficits Make You Rich?
Oct 30, 2025
This discussion delves into the surprising link between government deficits and wealth creation. It challenges the view that deficits trigger consumer inflation, instead suggesting they drive asset prices and leverage in financial markets. Insights on collateral expansion reveal how Treasury securities morph into liquidity. The conversation also highlights the potential risks of asset inflation, especially amidst huge tech market caps. Lastly, it reflects on historical events and their implications for today's economic landscape, urging listeners to rethink traditional economic narratives.
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Morning Rituals To Clear The Mind
- Hugh Hendry describes morning rituals: avocado-cucumber juice, protein, four raw eggs, and coffee with MCT oil.
- He uses these rituals to clear his mind and spark creative thinking away from screens.
Lessons From 55 Years Of Nikkei Charts
- Hendry reviewed 55 years of Nikkei data and felt clarity when he uncluttered his mind.
- He argues long historical charts reveal persistent patterns missed by short-term focus.
Position For AI‑Powered Radio Access Networks
- Consider exposure to radio access network firms as 6G and AI-RAN capex ramps over the next decade.
- Large mobile carriers will need substantial capex, creating multi-trillion-dollar investment demand.
