The ACID Capitalist Podcast

Send us a textThe Collapse of Three Arrows Capital: Part I with Kyle DaviesThis week we have a fallen angel or maybe that should be a broken arrow? Kyle Davies will forever be associated with flying too high and crashing to zero in the crypto catastrophe of 2022. He wanted it all and he wanted more. This is the story of yet another credit bubble that elevated Mice and eviscerated Men until lenders simply begged you to take their money. And Kyle was the whale. He had the audacity to pass himself off as a hedge fund. He levered up to 4 yards. He was the recipient of all that newly minted credit and boy he sprayed money everywhere Hell crypto was going to the moon This is a story of audacity and breathtaking incompetence when you break money you break mens minds Many will judge the man, I just think it’s a fascinating story of myth and mischief, so pull up a chair and tune in... ***THIS IS NOT INVESTMENT ADVICE!!***00:00:00 - Dead Bodies00:01:00 - Origin Story00:11:27 - No down months00:14:00 - VAR?00:18:30 - "Trading should be easy"00:23:17 - ICO Craze 00:30:10 - Lindy Man Long00:32:00 - Razor Sharp 00:35:38 - The COVID Dump 00:37:14 - All in?00:40:00 - Grayscale 00:46:15 - The smart thing to do 00:49:20 - A challange 00:53:00 - Leverage 01:00:00 - To be continued... 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🎧 ...

Send us a textHugh sits down with living legend, Lacy Hunt, PhD - Executive Vice President of Hoisington Investment Management. Will they achieve escape velocity?00:00:00 - LEGENDS00:02:02 - What is money? 00:08:15 - Velocity 00:23:23 - ODL00:30:16 - 100 years of out of date00:47:00 - Policy failures and Euro$00:56:46 - End this depression! 01:00:00 - Bonds and Buddhism 01:04:00 - Learning to listen 01:11:00 - An almighty downturn!***THIS IS NOT INVESTMENT ADVICE!!***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🎧 ...

Send us a textIs this the end? Featuring special guest Jeffrey Sherman, Deputy CIO DoubleLine.THIS IS NOT INVESTMENT ADVICE!!00:00:00 - Alchemy 00:00:54 - Hello Hugh00:01:40 - The Sherman Show00:02:50 - $$$$$100 yard football field 00:05:10 - Only one Jeff00:14:20 - Read Jane Austen00:22:48 - What does it take?!00:31:22 - Mirror mirror on the wall00:36:25 - I want to lick the honey 00:42:24 - The virtue of experience 00:49:49 - The impermanence of life00:59:02 - the end?01:06:50 - The $ has lost sovereignty 01:14:00 - Against the godsSupport 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🎧 ...

Send us a textAsk me anything! Comment on YouTube and I'll do my best to answer as many questions as I can. THIS IS NOT INVESTMENT ADVICE!!00:00:00 - Intro00:02:40 - AMA00:02:52 - Football  00:03:10 - $$$00:04:20 - Japan00:07:21 - Gold00:09:09 - THIS IS NOT FINANCIAL ADVICE 00:10:05 - Is technical analysis real?00:12:30 - Are you a trend follower? 00:16:40 - Favourite chart indicators?  00:21:15 - Do value and valuations matter? 00:24:17 - If there is no trend is there still a trade?00:28:15 - Name five people who don't understand money 00:38:16 - Is the crypto crash a systemic problem? 00:43:36 - Favourite band?00:45:45 - Why do you say Jim Rodgers hates you?00:51:28 - Consequences of the dollar wrecking ball?THIS IS NOT INVESTMENT ADVICE!!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🎧 ...

Send us a textHugh live in Boston, speaking at the Fall 2022 STANSBERRY CONFERENCE & ALLIANCE MEETING. 00:00:00 - Special edition 00:03:00 - What is inflation? 00:06:00 - 3 types of money00:12:02 - The repo man 00:19:04 - Check the record 00:24:16 - How the world works  00:30:03 - Money & Sex00:36:10 - Q&ATHIS IS NOT INVESTMENT ADVICE!!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🎧 ...

Send us a textMatthew C. Klein (@M_C_Klein) Founder of THE OVERSHOOT co-author of TRADE WARS ARE CLASS WARS joins the Acid Capitalist for a tour de force discussion you won't hear anywhere else. 00:00:00 - Sick Sweeney  00:02:27 - An abundance of anxiety 00:13:47 - Les Misérables00:40:00 - Trade Wars are Class Wars00:57:03 - Reorganizing the world01:05:00 - Aesop's Fables 01:14:20 - The great flaw***THIS IS NOT INVESTMENT ADVICE!!***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🎧 ...

Send us a textSir Tom Roderick (@ToStRo) and the Acid Capitalist go head to head for the showdown of the season. 🚨🚨🚨GIVEAWAY:  Get a free Acid Cap by liking and commenting on this YouTube video. INSTRUCTIONS: Like and comment on this video. If the video reaches 1k likes and 500 comments within 28 days of posting, we will select the best comment and ship them an Acid Cap of their choice.  Good luck! 00:00:00 - The Much Missed Alchemist 00:01:18 - Welcome to new tribe members!00:03:20 - Tennis Anyone?00:03:55 - State of play00:12:17 - Inflation????? 00:24:40 - GAME00:39:36 - SET00:44:17 - MATCH00:46:00 - CHINA00:48:20 - BEN's NOBEL00:50:20 - Talk your book00:59:26 - Talk me off the cliff 01:03:00 - Powell pivot?01:08:00 - No tears  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🎧 ...

Send us a textBenn Eifert (🧙🏿‍♂️, ) @bennpeifert takes the Acid Capitalist into the shadowy world of volatility. 00:00:00 - Intro00:01:00 - Benn Eifert00:07:30 - The grind00:13:24 - Relax, have a jelly 00:20:00 - I have a certain set of skills...00:31:00 - Someone is doing something stupid 00:40:45 - Long convexity 00:50:00 - Puke to the downside 00:57:40 - Two final questions 01:01:00 - Money's too tight to mention 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🎧 ...

Send us a textCan you make money while saving the planet? ∞ Can any asset have an infinite price target?  ∞The Alchemist and the Acid Capitalist team up with Lawson Steele to get the lowdown on everything carbon… NOTE: The audio is great. Please note that in the comments! Most improved audio! We are trying!00:00:00 - 15 years of experience 00:02:23 - The 2nd most famous Steele 00:04:14 - A generation of bad politics 00:22:22 - The set up 00:29:00 - Pull out the calculator 00:31:55 -  Don’t forget to carry the 1! 00:39:00 - Success in the tea room! 00:41:00 - To infinity and beyond! 00:50:10 -  What its really like/Recession proof01:00:00 - Time Machine to 202401:14:00 - Industrial output 01:18:00 - Risks 01:24:14 - KRBN01:29:00 - Who is exempt? 01:30:00 - Citroën 2CV01:35:07 - Capitalism saves the planet?!01:38:00 - Only Fans with Jacques Cousteau01:41:22 - World’s smallest violinSupport 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🎧 ...

Send us a textCem Karsan's breadth and depth of knowledge has the Acid Capitalist reaching for the Ashwagandha! NOTE: Apologies for the audio quality. We are trying!  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🎧 ...