The ACID Capitalist Podcast

Send us Fan MailThe 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 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 Fan MailS&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 packSupport 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 Fan MailMark 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!!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 Fan MailWorlds 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***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 Fan MailHugh Hendry's Christmas special is the gift that keeps on giving! Get ready for a festive feast of financial insights and festive cheer as Sir Tom Roderick makes his triumphant return. 00:00:00 - Looking good Billy Ray!00:01:15 -  Sir Tom00:03:45 - Are we going to be OK?00:11:15 -  Big supposition 00:19:12 -  A new year beckons 00:36:10 - I DEMAND 00:42:00 - Frisky Futures 00:50:11 - Collateral Damage00:56:54 -  Getting Real01:00:00 - Crypto Collateral 01:06:00 - Screaming danger 01:09:00 - Charting Course  ***FOR ENTERTAINMENT PURPOSES ONLY***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 Fan MailSit down, have a glass of wine and listen to Hugh Hendry and the colourful Martin Armstrong get perpendicular and discuss the here and now...00:00:00 - Life in the fast lane00:01:30 - The Dismal Science 00:06:20 - NO-ONE WANTS TO TALK MONEY00:20:40 - Let’s play a game00:35:20 -  Thatcher & Trump00:44:00 -  Tell me what to do Marty01:04:00 - The OG  ***FOR ENTERTAINMENT PURPOSES ONLY***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 Fan MailThe epic conclusion of our two part journey behind the scenes with Kylie Davies and Three Arrows Capital...THE CRASH! ***FOR ENTERTAINMENT PURPOSES ONLY***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 Fan MailThe 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 Fan MailHugh 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 Fan MailIs 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🎧 ...