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The ACID Capitalist Podcast

Language: en-gb Business Education Religion & Spirituality
Last Checked: 2025-12-07 07:35:30.005480
Showing episodes 1 to 100 of 173 total
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10x ʀɪᴄʜᴇʀ ᴏʀ ᴅᴇᴀᴅ ☠️

21 Nov 2025

Contributed by Lukas

Send us a textA market story is only as good as the portfolio that can survive it. Hugh Hendry sat d...

What If Markets Reward Vision More Than Math?

12 Nov 2025

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Send us a textA faster lap by going blind sounds reckless until you hear Lando Norris say he drives ...

What if AI cuts jobs faster than rates can fall?

08 Nov 2025

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Send us a textMarkets have a habit of choosing the path that hurts the most people, and this week th...

Is the Market Running Out of Money?

06 Nov 2025

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Send us a textWhat if the cleanest read on market risk isn’t a sentiment index but the dollar itse...

A One-in-a-Thousand Market Moment

04 Nov 2025

Contributed by Lukas

Send us a textWhen logic fails, hedges break, and the models panic.Markets rarely behave. In this ep...

What If Government Debt Isn’t Debt at All?

01 Nov 2025

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Send us a textThe Ricardian Equivalence, Treasury Debt, and the Modernity of MoneySupport the show⬇...

Do Deficits Make You Rich?

30 Oct 2025

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Send us a textDo Deficits Make You Rich?The uncomfortable truth: fiscal stimulus creates wealth, not...

When America Pretends to Be Reckless

28 Oct 2025

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Send us a textIn this acid breath of mine, I drift between the sublime and the sardonic. I trace ho...

Copper, Gold and Trading the Fuzzy Cloud

25 Oct 2025

Contributed by Lukas

Send us a textI began with CPI, but as usual, I ended up somewhere between Beethoven and gold. The h...

The Quantum Crisis: Gold, China, and the Trust Deficit in Markets

24 Oct 2025

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Send us a textPerhaps the best, most revealing of this daily series. This is macro analysis as cabar...

Did Gold Just Crash…or Reset?

23 Oct 2025

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Send us a textʏᴇꜱᴛᴇʀᴅᴀʏ’ꜱ ᴛʀᴀᴅɪɴɢ ꜰᴇʟᴛ ʟɪᴋᴇ ᴀ ᴍɪʀᴀ...

The Real Pulse of Money: Gold, Bonds, and the Hidden Trade

22 Oct 2025

Contributed by Lukas

Send us a textOctober 21st, no fanfare, just me and my thoughts. I have been on X all day, and only ...

Acid Breath: Why Everything’s Going Up for the Wrong Reason

21 Oct 2025

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Send us a textCreativity, Chaos, and the Signals That MatterGold's ripping, stocks are ripping,...

Acid Breath: Any Fool Could Make Money in Gold

18 Oct 2025

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Send us a textAny Fool Could Make Money in GoldBut Only a Lunatic Could Explain It Like ThisThe ligh...

Acid Breath. Inside the Macro Storm: Fed Policy, TSMC Earnings, and the Next Credit Crunch

17 Oct 2025

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Send us a textThere’s a smell in the air, that faint electric tang before a storm. The markets are...

Acid Breath: The Bank of the Sopranos & Unlocking Gresham's Law

16 Oct 2025

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Send us a textARM Ascends, Oil Drifts, Queens EnduresI open on macro static and shutdown fog, a stra...

Acid Breath: The Gold-Oil Puzzle

15 Oct 2025

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Send us a textA market meditation disguised as weather report, part Fear and Loathing, part BBC Ship...

Acid Breath: The Day Silver Spoke and AI Went Industrial

14 Oct 2025

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Send us a textThe Day Silver Spoke and AI Went IndustrialThe age of abundance is over: compute, ener...

Acid Breath - Rare Earth - Fri 13 October, 2025

11 Oct 2025

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Send us a textToday’s Acid Breath is a descent into the machinery behind the market’s tremor. T...

Acid Breath - Shadowlight - 9th October 2025

10 Oct 2025

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Send us a textShadowlightA new inflation priesthood grabbed the pulpit. With officials offstage, a r...

Acid Breath - The Deal - 8th October 2025

09 Oct 2025

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Send us a textDay eight of the shutdown, no data, no scoreboard, just thunder over St Barts and my v...

Acid Breath - Kobayashi Test -7 October 2025

08 Oct 2025

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Send us a textAcid Breath - Kobayashi Test - 7 October 2025Government shut, data feed dead, and the ...

Acid Breath - Respect The Trend - 6 October

07 Oct 2025

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Send us a textPTJ brings signal, Takaichi tilts pro growth and the tape points higherAcid Breath is ...

Acid Breath Market Wizards 3rd October

04 Oct 2025

Contributed by Lukas

Send us a textWhat Is Acid Breath?A nightly macro riff that turns the day’s markets and data into ...

Acid Breath GOLD 2nd October, 2025

03 Oct 2025

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Send us a textSupport the show⬇️ Subscribe on Patreon or Substack for full episodes ⬇️https:...

Acid Breath BIG PHARMA 1st October, 2025

02 Oct 2025

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Send us a textThe Shipping News for Investors. Acid Breath is a sub-30 minute market monologue for t...

Acid Breath: Stocks-to-Money, Tuesday 30 September, 2025

01 Oct 2025

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Send us a textAcid Breath is a 10 to 20 minute daily market monologue for investors who prefer think...

Acid Breath: Dopamine Monday 29 September, 2025

30 Sep 2025

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Send us a textStarted too late, desk on the terrace, sound may dip, mind awake.Welcome to the quiet ...

Acid Breath: Friday 26th September

27 Sep 2025

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Send us a textAcid Capital Breath is a quiet ten to fifteen minute ritual: breathe, reflect, and tra...

The Autopsy of a Dying System

17 Jul 2025

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Send us a textTitle: The Autopsy of a Dying SystemSubtitle: How a Foreign Money Printer Rigged the G...

The Curse of Knowing

07 Jul 2025

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Send us a textThis show reflects on what it means to see the future too clearly and the cost of carr...

The Dollar: From Beast to Burden, P.1

07 Jun 2025

Contributed by Lukas

Send us a textThe fuse is already burning.This isn’t empire. This is captivity masquerading as pri...

The Acid Sex Tapes - Confessions of a Hedge Fund Manager

13 May 2025

Contributed by Lukas

Send us a textWild bets, hot streaks, and a little market seduction.The acid capitalist is back, sun...

The Spice And The Ledger

20 Apr 2025

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Send us a textThis week, I offer you a barefoot sermon from the battlefield of economic memory. A wa...

Solana Saved My Ass

14 Apr 2025

Contributed by Lukas

Send us a textA beachside macro sermon on whale liquidations, a 5700 S&P play, and why Treasurie...

Shooting The Breeze

10 Apr 2025

Contributed by Lukas

Send us a textWelcome backThe breeze is talking again. The sea too, whispering something older than ...

The Last Scotsman on Wall Street

26 Mar 2025

Contributed by Lukas

Send us a textWelcome back to paradise, where the rosé is chilled, the sun strokes the sea, and you...

A Gonzo Dive into Wall Street's Wild Side: My Chat with Derek Wallis, Head of Equity Execution at Soros

19 Mar 2025

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Send us a textGood Fortune Makes the Man, and The Man Retains the Fortune and Multiplies It...Welcom...

$WISE and Contrarianism

08 Mar 2025

Contributed by Lukas

Send us a textIn this episode of The Acid Capitalist, Hugh Hendry dives into the volatile world of F...

Acid Breath 7 - The Quantum Insanity of Christmas

25 Dec 2024

Contributed by Lukas

Send us a textWelcome to a Christmas like no other, where I wrestle with the absurdities of modern f...

Acid Breath 6 - The Knickerless Karate Kick

19 Dec 2024

Contributed by Lukas

Send us a textWelcome to another episode of the Acid Capitalist, coming to you from the sun-drenched...

Acid Breath 5 - The Kangaroo in the Wardrobe

12 Dec 2024

Contributed by Lukas

Send us a textThis week, a journey through the bonkers world of financial markets, absurd cultural p...

Acid Breath 4 - The Gateless Gate and Acid Capitalism

05 Dec 2024

Contributed by Lukas

Send us a textA Life in RebellionYou should listen to the Acid Capitalist Podcast.It's my raw a...

Acid Breath 3 - The Squirt and the Folly of MSTR

27 Nov 2024

Contributed by Lukas

Send us a textI was born in Glasgow, a city carved by raw grit and humor, think of Sir Alex Ferguson...

Acid Breath 2 - The Macro Blues - No Music

22 Nov 2024

Contributed by Lukas

Send us a textMacro Meditation #2Wow. Did you enjoy the Complexity episode? I went full zen on you. ...

Acid Breath 2 - The Macro Blues

22 Nov 2024

Contributed by Lukas

Send us a textMacro Meditation #2Wow. Did you enjoy the Complexity episode? I went full zen on you. ...

Acid Breath 1 - Complexity

19 Nov 2024

Contributed by Lukas

Send us a textWhy Acid Meditation Matters for Investors: Embracing Complexity and the Chaos WithinDe...

Just who is Keyser Söze? The tragic end of Mike Lynch

21 Aug 2024

Contributed by Lukas

Send us a textMike Lynch, a man who faced down the giant of  US Justice, out maneuvered the legal b...

Macro Markets Unleashed: Hugh Hendry, Brent Johnson, and Tracy Shuchart in Conversation

14 Jun 2024

Contributed by Lukas

Send us a textStep into the dim glow of our dive bar of financial musings in the humid, Caribbean ni...

The ACID Capitalist Unplugged: Subscriber Q&A

18 May 2024

Contributed by Lukas

Send us a textSome folks possess the philosophers stone. Me? I just have this fabulous oversized sof...

The Stoned Investor Sees All

15 May 2024

Contributed by Lukas

Send us a textStrap in for a wild ride through the cannabis revolution with Peter Barsoom, the maste...

Fools Gold: The ACID Capitalist Reveals How to Trade Gold

01 May 2024

Contributed by Lukas

Send us a textWelcome to a journey into the gold markets on today’s podcast, where I, alongside a ...

Les Étoiles Vagabondes

11 Apr 2024

Contributed by Lukas

Send us a textStep off Wall Street's grimy sidewalks and plunge into the wilderness with the AC...

The Path to Serfdom

05 Apr 2024

Contributed by Lukas

Send us a textDive into the vaults with the ACID Capitalist, as I resurrect a mentoring session from...

Acid Therapy - Episode 3

15 Mar 2024

Contributed by Lukas

Send us a textWelcome back, my enlightened audience, to another episode of Acid Therapy, where yours...

Acid Therapy - Episode 2

11 Mar 2024

Contributed by Lukas

Send us a textLadies and gentlemen, daredevils of the financial markets, connoisseurs of the unconve...

Acid Therapy - Episode 1

09 Mar 2024

Contributed by Lukas

Send us a textSwitching it up with a throwback from the archives. About a year ago, I had a series o...

Is Softbank Crazy Bust?

29 Jan 2024

Contributed by Lukas

Send us a textIn this week's episode Nick Searle the from ADP podcast interviews Hugh Hendry.Ni...

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

17 Oct 2023

Contributed by Lukas

Send us a textHere is a sneak peak from my 38 minute full video that I dorpped on my Patreon last we...

What Do I Think Of Bitcoin?

14 Oct 2023

Contributed by Lukas

Send us a textHere is a behind the scenes interview I gave at the Bitcoin conference in Amsterdam wi...

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

01 Oct 2023

Contributed by Lukas

Send us a textThis video was originally released on my Patreon. To get exclusive access to all of my...

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

15 Sep 2023

Contributed by Lukas

Send us a textWatch the entire conversation at https://www.patreon.com/HughHendry **THIS IS NOT INV...

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

26 Aug 2023

Contributed by Lukas

Send us a textBrent, George, Hugh and Jeff sit down to discuss FX and the Japanese Yen and Chinese Y...

Macro Musings with Jim Bianco (preview)

18 Aug 2023

Contributed by Lukas

Send us a textListen to the entire conversation at https://www.patreon.com/HughHendry ***THIS IS NO...

The Approaching Macro Shock Wave with Skanda Amarnath (public preview)

11 Aug 2023

Contributed by Lukas

Send us a textThe Approaching Macro Shock Wave with Skanda Amarnath (public preview)  ***THIS IS NO...

Inflation Collision Course with Bob Elliot (Preview)

04 Aug 2023

Contributed by Lukas

Send us a textInflation Collision Course with Bob Elliot (Preview)***THIS IS NOT INVESTMENT ADVICE!!...

Acid Capitalist meets Real Vision Mashup with Andreas Steno (Preview)

28 Jul 2023

Contributed by Lukas

Send us a textAcid Capitalist meets Real Vision Mashup with Andreas StenoListen to the entire conver...

Macro Jiving: Inflation? Sticky or Slip, Sliding Away with Tom Roderick

21 Jul 2023

Contributed by Lukas

Send us a textListen to the entire conversation at https://patreon.com/HughHendry Support the show⬇...

PREVIEW: Anarchists at the Fed with Steve Hanke

14 Jul 2023

Contributed by Lukas

Send us a textPREVIEW: Anarchists at the Fed with Steve Hanke Support the show⬇️ Subscribe on P...

Preview: Venturing Across the Abyss: The Bridge of Hope w/ George Magnus

07 Jul 2023

Contributed by Lukas

Send us a textVenturing Across the Abyss: The Bridge of Hope w/ George Magnus***THIS IS NOT INVESTME...

Preview: PART II The Future of Money with AllinCrypto

04 Jul 2023

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Send us a textTo hear the entire conversation sign up at https://www.patreon.com/HughHendry***THIS I...

UNLOCKED: The Future of Money with AllinCrypto

30 Jun 2023

Contributed by Lukas

Send us a textUNLOCKED: The Future of Money with AllinCrypto***THIS IS NOT INVESTMENT ADVICE!!***Sup...

UNLOCKED: A LIVE recording of a Different Perspective with host Nick Searle, Hugh Hendry and Barry Norris

27 Jun 2023

Contributed by Lukas

Send us a textA LIVE recording of a Different Perspective with host Nick Searle, Hugh Hendry and Bar...

Preview: The Repo Man Cometh... With Scott Skyrm

23 Jun 2023

Contributed by Lukas

Send us a textTo hear the entire conversation sign up at https://www.patreon.com/HughHendry**THIS IS...

PREVIEW: Convexity: The Dredge Dialogue

17 Jun 2023

Contributed by Lukas

Send us a textTo hear the entire conversation sign up at https://www.patreon.com/HughHendry***THIS I...

PREVIEW: A 1-in-20 Chance of Armageddon w/ Matthew Pines

10 Jun 2023

Contributed by Lukas

Send us a textTo hear the entire conversation sign up at https://www.patreon.com/HughHendry***THIS I...

PREVIEW: Squeezed! The Wild, Untold Stories of Short-Selling w/ Marc Cohodes

03 Jun 2023

Contributed by Lukas

Send us a textTo hear the entire conversation sign up at https://www.patreon.com/HughHendry***THIS I...

Preview: Hugh Answers & Josh Asks

27 May 2023

Contributed by Lukas

Send us a textTo hear the entire conversation sign up at https://www.patreon.com/HughHendry***THIS I...

Preview: The End of History with Mike Green

20 May 2023

Contributed by Lukas

Send us a textTo hear the entire conversation sign up at https://www.patreon.com/HughHendry***THIS I...

Preview: TLT Takedown? with Russell Clark

12 May 2023

Contributed by Lukas

Send us a textTo hear the entire conversation sign up at https://www.patreon.com/HughHendry***THIS I...

PREVIEW: Hugh Finds Jesus with Jeff Snider

07 May 2023

Contributed by Lukas

Send us a textSupport the show⬇️ Subscribe on Patreon or Substack for full episodes ⬇️https:...

American Piggybank with Brad Setser

28 Apr 2023

Contributed by Lukas

Send us a textHugh’s adventure in the mountains continues…hold on to your hats. 00:00:00 - Asia...

Judas and the Resurrection of TLT w/ Josh Answers

08 Apr 2023

Contributed by Lukas

Send us a textJudas and the Resurrection of TLT w/ Josh Answers Hello to the Trading Fraternity! We...

Ringside Rematch w/ Richard Werner

31 Mar 2023

Contributed by Lukas

Send us a textHugh and Professor Richard A. Werner go toe to toe...00:00:00 - Bank Run00:03:01 - Plu...

The Great, Great Depression

25 Mar 2023

Contributed by Lukas

Send us a text***THIS IS NOT INVESTMENT ADVICE!!***Support the show⬇️ Subscribe on Patreon or Su...

Quantum Solace of Finance

17 Mar 2023

Contributed by Lukas

Send us a textHe’s back…our thanks to  Nick Searle (@searley1 @searley2) and the team at Zeus C...

The Collapse of Three Arrows Capital (addendum)

13 Feb 2023

Contributed by Lukas

Send us a text***THIS IS NOT INVESTMENT ADVICE!!***Support the show⬇️ Subscribe on Patreon or Su...

The Mother of All Bull Markets in Treasuries with Alex Gurevich

09 Feb 2023

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Send us a textThe Mother of All Bull Markets in Treasuries with Alex Gurevich***THIS IS NOT INVESTME...

S&P to 5,000?! with guest George M. Robertson

04 Feb 2023

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Send us a textS&P to 5,000?! Will markets hit 5,000 or is Zed Dead, baby? Find out on this week...

How to Make $1 Million Shorting Tesla

28 Jan 2023

Contributed by Lukas

Send us a textMark B. Spiegel @StanphylCap joins the Acid Capitalist for the conversation you’ve a...

Balenciaga, H&M, and the Triangle of Sadness with Keith McCullough

20 Jan 2023

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Send us a textWorlds collide as Hedgeye Nation meets the tribe of Acid Capitalism.  00:00:00 - Nake...

Hugh Hendry's Christmas Carol with Tom Roderick

23 Dec 2022

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Send us a textHugh Hendry's Christmas special is the gift that keeps on giving! Get ready for a...

Life in the Fast Lane with Martin Armstrong

16 Dec 2022

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Send us a textSit down, have a glass of wine and listen to Hugh Hendry and the colourful Martin Arms...

The Collapse of Three Arrows Capital: Part II (THE CRASH)

09 Dec 2022

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Send us a textThe epic conclusion of our two part journey behind the scenes with Kylie Davies and Th...

The Collapse of Three Arrows Capital: Part I with Kyle Davies

03 Dec 2022

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Send us a textThe Collapse of Three Arrows Capital: Part I with Kyle DaviesThis week we have a falle...

Escape Velocity with Lacy Hunt

25 Nov 2022

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Send us a textHugh sits down with living legend, Lacy Hunt, PhD - Executive Vice President of Hoisin...

The End? with Jeffrey Sherman

18 Nov 2022

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Send us a textIs this the end? Featuring special guest Jeffrey Sherman, Deputy CIO DoubleLine.THIS I...

Ask Me Anything! (This Is Not Financial Advice!)

12 Nov 2022

Contributed by Lukas

Send us a textAsk me anything! Comment on YouTube and I'll do my best to answer as many questi...

LIVE IN BOSTON! (2022 World Tour)

04 Nov 2022

Contributed by Lukas

Send us a textHugh live in Boston, speaking at the Fall 2022 STANSBERRY CONFERENCE & ALLIANCE ME...

The Exorbitant Burden with Matthew C. Klein

28 Oct 2022

Contributed by Lukas

Send us a textMatthew C. Klein (@M_C_Klein) Founder of THE OVERSHOOT co-author of TRADE WARS ARE CLA...

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