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
Latest episodes
Apr 28, 2023 • 1h 33min
American Piggybank with Brad Setser
Send us a textHugh’s adventure in the mountains continues…hold on to your hats. 00:00:00 - Asian Crisis 00:08:10 - The value of money 00:24:03 - Taiwan devaluation 00:51:17 - Hidden money 00:63:04 - US and Global Savings 00:70:01 - Reservations about reserves ⬇️ 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🎧 ...
Apr 8, 2023 • 1h 17min
Judas and the Resurrection of TLT w/ Josh Answers
Send us a textJudas and the Resurrection of TLT w/ Josh Answers Hello to the Trading Fraternity! Welcome to the tribe... 00:00:00 - This baby is going to blow! 00:02:30 - Josh Answers 00:03:21 - Unorthodox 00:09:10 - Prejudice 00:14:00 - This isn’t working...00:17:06 - Total Bullshit00:24:30 - Stick it to the man00:33:50 - Turning Japanese 00:47:30 - Charlie and the Chocolate Factory00:53:01 - Read the bible 01:13:00 - Who is next? ***THIS IS NOT INVESTMENT ADVICE!!***⬇️ 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🎧 ...
Mar 31, 2023 • 39min
Ringside Rematch w/ Richard Werner
Send us a textHugh and Professor Richard A. Werner go toe to toe...00:00:00 - Bank Run00:03:01 - Plumbing problems 00:08:03 - Crypto Crash00:11:59 - The Grapes of Wrath 00:18:48 - Forbidden words 00:20:36 - Throwing good money after bad 00:23:38 - 70s Redux? 00:25:49 - Agree to disagree 00:26:24 - Petrodollar? 00:32:26 - Until next time… ⭐⭐⭐⭐⭐ Leave a five star review and comment here: podcasts.apple.com/us/podcast/the-acid-capitalist-podcasts/id1511187978🧢 Hats & Merch: acidcap.com📸 IG: instagram.com/hughhendryofficial🐦 Twitter: twitter.com/hendry_hugh📩 Substack: hughhendry.substack.com👂Listen and 🔥 subscribe:📺 YouTube: youtube.com/c/HughHendryOfficial🎧 Apple Podcasts:podcasts.apple.com/us/podcast/the-acid-capitalist-podcasts/id1511187978🎙️ Spotify: open.spotify.com/show/5zj3Ox1qRD9GSynCKJIODS?si=05ba4eb47efe4ddb🎵 Theme Song: Starspeed by MILANO***THIS IS NOT INVESTMENT ADVICE!!***⬇️ 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🎧 ...
Mar 25, 2023 • 6min
The Great, Great Depression
Send us a text***THIS IS NOT INVESTMENT ADVICE!!***⬇️ 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🎧 ...
Mar 17, 2023 • 56min
Quantum Solace of Finance
Send us a textHe’s back…our thanks to Nick Searle (@searley1 @searley2) and the team at Zeus Capital (@zeuscapital) for their collaboration on this week's episode. ⭐⭐⭐⭐⭐ Leave a five star review and comment here: podcasts.apple.com/us/podcast/the-acid-capitalist-podcasts/id1511187978🧢 Hats & Merch: acidcap.com📸 IG: instagram.com/hughhendryofficial🐦 Twitter: twitter.com/hendry_hugh📩 Substack: hughhendry.substack.com👂Listen and 🔥 subscribe:📺 YouTube: youtube.com/c/HughHendryOfficial🎧 Apple Podcasts:podcasts.apple.com/us/podcast/the-acid-capitalist-podcasts/id1511187978🎙️ Spotify: open.spotify.com/show/5zj3Ox1qRD9GSynCKJIODS?si=05ba4eb47efe4ddb🎵 Theme Song: Starspeed by MILANO***THIS IS NOT INVESTMENT ADVICE!!***⬇️ 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🎧 ...
Feb 13, 2023 • 12min
The Collapse of Three Arrows Capital (addendum)
Send us a text***THIS IS NOT INVESTMENT ADVICE!!***⬇️ 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🎧 ...
Feb 9, 2023 • 60min
The Mother of All Bull Markets in Treasuries with Alex Gurevich
Send us a textThe Mother of All Bull Markets in Treasuries with Alex Gurevich***THIS IS NOT INVESTMENT ADVICE!!***00:00:00 - Intro00:01:25 - What Alex is all about…00:03:33 - Inside the mind 00:09:40 - Permanent Portfolio00:18:11 - Architects of capital 00:23:42 - The journey 00:28:00 - WTF00:32:01 - We’re trending 00:40:12 - Bonding 00:43:49 - Pull your hair out00:48:22 - Oil00:52:10 - Golden future 56:58:00 - Squatters paradise ⬇️ 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🎧 ...
Feb 4, 2023 • 1h 32min
S&P to 5,000?! with guest George M. Robertson
Send us a textS&P to 5,000?! Will markets hit 5,000 or is Zed Dead, baby? Find out on this week’s episode with guest George M. Robertson.***THIS IS NOT INVESTMENT ADVICE!!***00:00:00 - Titillation of the mind 00:08:24 - Danger zone00:11:20 - Split it open00:19:40 - Naturally00:35:09 - Money, money, money00:41:00 - Fed Chair Interview 00:44:15 - Is Zed Dead?00:47:01 - MMT00:52:20 - Running in place?01:00:00 - Rustic Idea01:11:00 - Euro$$$01:18:22 - Always and everywhere01:26:00 - Running with the pack⬇️ 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🎧 ...
Jan 28, 2023 • 1h 34min
How to Make $1 Million Shorting Tesla
Send us a textMark B. Spiegel @StanphylCap joins the Acid Capitalist for the conversation you’ve all been waiting for...DO NOT TRY THIS AT HOME! THIS IS NOT INVESTMENT ADVICE!!00:00:00 - Intro00:02:41 - Ambivalence 00:07:00 - the edge? 00:10:30 - Tesla tales 00:13:22 - Fundamentally flawed? 00:25:10 - Narrative v Reality 00:30:33 - The Bull Case00:33:54 - The trend is your friend00:39:53 - Chart Madness 00:46:51 - Long value 00:57:62 - Seeing tomorrow 01:00:00 - Gold, gold you’re making me old01:09:00 - About Mark @StanphylCap 01:10:00 - Lessons 01:14:00 - DO NOT TRY THIS AT HOME 01:22:32 - Risk v Reward 01:26:00 - Portfolio ideas01:29:12 - Cut your head off! 01:32:00 - Be humble and flexible THIS IS NOT INVESTMENT ADVICE!!⬇️ 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🎧 ...
Jan 20, 2023 • 1h 9min
Balenciaga, H&M, and the Triangle of Sadness with Keith McCullough
Send us a textWorlds collide as Hedgeye Nation meets the tribe of Acid Capitalism. 00:00:00 - Naked with Miss Universe 00:02:10 - Zoolander meets Soros 00:09:10 - TLTing @ windmills 00:11:07 - Goldeneye 00:13:30 - FED operation break shit00:19:48 - I’m with stupid00:26:30 - Anything but routine 00:38:00 - You’re fired! 00:46:00 - Risky business 00:51:02 - Turning Japanese 00:55:00 - Raccoons & Rubbish ***FOR ENTERTAINMENT PURPOSES ONLY***⬇️ 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🎧 ...
