

The ACID Capitalist Podcast
Hugh Hendry
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
Episodes
Mentioned books

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!

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.

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.

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.

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. HughSupport the show⬇️ 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🎧 ...

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.

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!

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.Support the show⬇️ 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🎧 ...

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.

May 18, 2024 • 6min
The ACID Capitalist Unplugged: Subscriber Q&A
Send us a textSome 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…Support the show⬇️ 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🎧 ...


