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

Jan 29, 2024 • 53min

Is Softbank Crazy Bust?

Send us Fan MailIn this week's episode Nick Searle the from ADP podcast interviews Hugh Hendry.Nick and Hugh talk through Hugh’s thoughts on the outlook for 2024 and go on a macro Acid Capitalist trip along the way.They discuss when will the Fed cut interest rates, the 1970s and Hugh's white paper on the parallels between the monetary landscape and the Chernobyl nuclear disaster, suggesting that attempts by central banks to control economic temperature may lead to unintended consequences. They also cover Hugh’s view of Japan, Greyscale, Bitcoin and the price of Gold. Hugh also discusses arguing with his 'AI version of himself'.Nick's book suggestion is The Creative Act by Rick RubinSupport 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🎧 ...

Oct 17, 2023 • 13min

Is The 40 Year Bond Bull Market OVER? Jeffrey Gundlach & The Acid Capitalist Discuss.

Send us Fan MailHere is a sneak peak from my 38 minute full video that I dorpped on my Patreon last week.To get exclusive access to all of my content as soon as it´s released, sign up today and I´ll see you in there.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🎧 ...

Oct 14, 2023 • 12min

What Do I Think Of Bitcoin?

Isabella from Bitcoin Magazine interviews a speaker at the Bitcoin conference in Amsterdam. They discuss Bitcoin's impact on their life, its potential growth, the imbalance between good and bad money in the cryptocurrency universe, and the potential of Bitcoin and blockchain for solving economic problems.

Oct 1, 2023 • 19min

Trading The End of the Cycle And Generating Equity Risk Premium.

Send us Fan MailThis video was originally released on my Patreon. To get exclusive access to all of my content as soon as it´s released, sign up today and I´ll see you in there.⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️https://www.patreon.com/HughHendryI randomly managed to watch a recent interview on Bloomberg with a talking head from Invesco.I found it priceless. The nonsense that's spoken by the biggest investors. Words, endless words, jargonA science of profanities.But hat tip to the Bloomberg anchor, Tom Keane, for asking the most pertinent question,"Aren't you just making this up as you go along ?"A lot of the interview discusses investment strategy at the fabled end of the cycle. What cycle you might ask. The rates cycle ? The Fed seems to have indicated that hikes are ending.Will the US economic cycle end ? It continues to surprise on the upside but surely its days are numbered ? There's a discussion about the equity risk premium. A means of considering the relative attraction of stocks versus bonds. Everyone is against the Treasury market currently. But the equity risk premium is urging caution on equities.We discuss.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🎧 ...

Sep 15, 2023 • 29min

The World´s #1 Bond Trader Reveals His Next Money Making Trade. Exclusive Interview With Bob Treue

Send us Fan MailWatch the entire conversation at https://www.patreon.com/HughHendry **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🎧 ...

Aug 26, 2023 • 39min

Acid Capitalist Summer Camp Roundtable with Brent Johnson, George Gammon, Hugh Hendry & Jeff Snider

Send us Fan MailBrent, George, Hugh and Jeff sit down to discuss FX and the Japanese Yen and Chinese Yuan devaluation, monetary policy, Fed actions and the yield curve.Watch the entire conversation at https://www.patreon.com/HughHendry **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🎧 ...

Aug 18, 2023 • 28min

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