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The ACID Capitalist Podcast

Latest episodes

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Dec 25, 2024 • 1h 4min

Acid Breath 7 - The Quantum Insanity of Christmas

Send us a textWelcome 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/HughHendryhttps://hughhendry.substack.comhttps://www.instagram.com/hughhendryofficialhttps://blancbleustbarts.comhttps://www.instagram.com/blancbleuofficial⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts!🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X📩 Substack👂Listen and 🔥 Subscribe📺 YouTube🎧 ...
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Dec 19, 2024 • 43min

Acid Breath 6 - The Knickerless Karate Kick

Dive into the unpredictable world of markets while soaking up the sun in St. Barts. Explore how Tesla's rise and Bitcoin's potential tackle the anxiety behind financial trends. Enjoy an absurd tale of a West Hollywood encounter that hilariously parallels market volatility, revealing the unpredictability of life itself. Gain insight on the importance of staying prepared amid economic shifts and discover a moment of mindfulness that angles for clarity among chaos. It's a wild ride of laughter, insight, and engaging tales!
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Dec 12, 2024 • 39min

Acid Breath 5 - The Kangaroo in the Wardrobe

Dive into a wild exploration of today's financial markets and the whimsicality of life. A childhood anecdote about an imaginary kangaroo highlights early lessons in contrarian thinking. The discussion shuffles through market dynamics, examining the rise of stocks like Nvidia and the madness behind MicroStrategy's Bitcoin strategy. Parallels to the roaring '20s spark insightful reflections on economic trends. Topping it off, a moment of mindfulness encourages listeners to embrace inner peace amidst the market chaos.
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Dec 5, 2024 • 41min

Acid Breath 4 - The Gateless Gate and Acid Capitalism

Dive into a raw journey of rebellion against life's monotony, drawn from a backdrop of urban gloom. Music emerges as a lifeline, breathing color into dark times. Explore the intertwining of freedom and solitude, inspired by the philosophy of Camus. Discover how creativity flourishes in rebellion, challenging societal norms. Zen metaphors guide us to embrace uncertainty in life and markets. Delve into the concept of 'acid capitalism' to uncover new investment opportunities within chaos.
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4 snips
Nov 27, 2024 • 26min

Acid Breath 3 - The Squirt and the Folly of MSTR

Dive into the fascinating world of investment psychology through the metaphor of the tunicate, a creature that sacrifices its brain for a sedentary existence. Discover how complacency can spell disaster for investors, especially in volatile markets. The discussion juxtaposes meme stock behaviors with this marine life, stirring both admiration and caution. Plus, enjoy a guided meditation that promotes breath awareness, helping listeners reconnect with their senses and prepare for challenges ahead.
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Nov 22, 2024 • 29min

Acid Breath 2 - The Macro Blues - No Music

Send us a textMacro Meditation #2Wow. 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/HughHendryhttps://hughhendry.substack.comhttps://www.instagram.com/hughhendryofficialhttps://blancbleustbarts.comhttps://www.instagram.com/blancbleuofficial⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts!🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X📩 Substack👂Listen and 🔥 Subscribe📺 YouTube🎧 ...
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6 snips
Nov 22, 2024 • 30min

Acid Breath 2 - The Macro Blues

Delve into the profound realization that you are the master of your universe, as societal constraints keep us hustling and second-guessing. Explore the staggering rise of the S&P since 1980, juxtaposed with stagnant real wages for the average person. Unpack the intricacies of global trade and the widening wealth gap, particularly due to China's practices. Reflect on the fragility of today’s markets with echoes of the 1929 crash, before finding serenity through mindful relaxation techniques amidst this economic turbulence.
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7 snips
Nov 19, 2024 • 21min

Acid Breath 1 - Complexity

Discover how mastering your mind can revolutionize your investment strategies! Embrace the chaos of emotions like fear and greed that often derail profits. Explore the connection between life experiences and the universe, tapping into synchronicity and serendipity. Engage in meditative breathing to enhance body awareness and mindfulness. Finally, reconnect with your surroundings through guided meditation, awakening a new perspective to tackle future challenges head-on. It's a journey for those daring to think differently and thrive!
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Aug 21, 2024 • 10min

Just who is Keyser Söze? The tragic end of Mike Lynch

Send us a textMike 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/HughHendryhttps://hughhendry.substack.comhttps://www.instagram.com/hughhendryofficialhttps://blancbleustbarts.comhttps://www.instagram.com/blancbleuofficial⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts!🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X📩 Substack👂Listen and 🔥 Subscribe📺 YouTube🎧 ...
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Jun 14, 2024 • 1h 5min

Macro Markets Unleashed: Hugh Hendry, Brent Johnson, and Tracy Shuchart in Conversation

Join the ACID Capitalist, Hugh Hendry, Brent Johnson, and Tracy Shuchart as they explore USD fluctuations, interest rate procrastinations, and geopolitical chess moves in the world of macroeconomics. Dive into gritty financial trends, contrarian views, and existential reflections in a raw, unfiltered conversation that cuts through the noise.

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