The ACID Capitalist Podcast
Episodes
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 questions as I can. THIS IS NOT INVESTMENT ADVICE!!00:0...
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 MEETING. 00:00:00 - Special edition 00:03:00 - Wha...
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 CLASS WARS joins the Acid Capitalist for a tour de fo...
Anarchy in the U.K.
21 Oct 2022
Contributed by Lukas
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 A...
Dark, Mysterious & Sexy Volatility
14 Oct 2022
Contributed by Lukas
Send us a textBenn Eifert (🧙🏿♂️, ) @bennpeifert takes the Acid Capitalist into the shadowy world of volatility. 00:00:00 - Intro00:01:00...
∞Infinite Price Target∞
07 Oct 2022
Contributed by Lukas
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...
Three Bowmen of the Apocalypse
01 Oct 2022
Contributed by Lukas
Send us a textCem Karsan's breadth and depth of knowledge has the Acid Capitalist reaching for the Ashwagandha! NOTE: Apologies for the audio qu...
I believe, I believe?
23 Sep 2022
Contributed by Lukas
Send us a textSaving retail investors one podcast at at time...all I can ask is that you stick with us till the end on this one...NOTE: We've s...
Hendry Goes to China: the Great GDP Swindle
17 Sep 2022
Contributed by Lukas
Send us a textHendry Goes to China: the Great GDP Swindle Support the show⬇️ Subscribe on Patreon or Substack for full episodes ⬇️https://www...
Ghost in the Machine (Remix)
10 Sep 2022
Contributed by Lukas
Send us a textWelcome to a special episode of the Acid Capitalist -- ghost in the machine. This week we have an interview with an institutional trad...
Voodoo Lounge with Jared Dillian
02 Sep 2022
Contributed by Lukas
Send us a textJoin the Alchemist and Hugh as they enter the voodoo lounge with with Jared Dillian... *HATS NOW FOR SALE* www.acidcap.comHugh HendryYo...
Arrogance And Conceit of BTPs with Russell Clark
26 Aug 2022
Contributed by Lukas
Send us a textRampaging Russ AKA Russell Clark, is back for round two! *HATS NOW FOR SALE*Hugh HendryYouTube: Hugh Hendry OfficialTwitter: @hendry_hu...
Central Banking Isn't Working featuring Prof. Blanchflower
19 Aug 2022
Contributed by Lukas
Send us a textProf. Blanchflower joins Hugh and the Alchemist for a no-holds-barred discussion on the folly of group think and failure of central bank...
Cowboys and Pirates with Javier Blas
12 Aug 2022
Contributed by Lukas
Send us a textBloomberg columnist Javier Blas (@JavierBlas) joins the gang to talk commodities, Indiana Jones, pirates and cowboys. Hugh mulls a run f...
Crude Talk with @ChiGrl aka Tracy Shuchart
05 Aug 2022
Contributed by Lukas
Send us a text @ChiGrl aka Tracy Shuchart is on this week's episode to discuss all things oil! **HATS NOW FOR SALE****NEW: www.hughhendry.substa...
Part II: Halfway up the River with Ben Hunt
29 Jul 2022
Contributed by Lukas
Send us a textBen Hunt @EpsilonTheory is back for part II of our journey. Tune in, drop out and hold on tight as we enter the heart of darkness... **N...
Halfway up the River with Ben Hunt
22 Jul 2022
Contributed by Lukas
Send us a textJoin Hugh Hendry and Ben Hunt (@EpsilonTheory) for a cerebral journey halfway up the river of your mind. Colonel Kurtz and villagers awa...
Asian Tigers with Russell Clark
15 Jul 2022
Contributed by Lukas
Send us a textThe Acid Capitalist and the Alchemist reunited and ready for a magic mystery tour of Asia with special guest Russell Clark. ***Russell ...
👏 BONUS 👏 EDITION: 👏 Featuring Tom Roderick 👏👏👏
12 Jul 2022
Contributed by Lukas
Send us a textJump on the bucking bronco🐎 with a special 👏bonus edition👏 of the Acid Capitalist Podcast, featuring the one and only Tom Roder...
UFOs, Bitcoin, & the End of the World w/ Matthew Pines
08 Jul 2022
Contributed by Lukas
Send us a textJason Bourne aka Matthew Pines joins the Acid Capitalist for a deep dive on tail risk. Let the war games begin. Don't forget to rat...
Psychedelic Therapy with Denise Shull
01 Jul 2022
Contributed by Lukas
Send us a textThe Acid Capitalist podcast | Psychedelic TherapyDo you watch @SHO_Billions? If so, you’re going to love this week’s episode of the ...
The Week That Commodities Confirmed the Worst
25 Jun 2022
Contributed by Lukas
Send us a textAnother live performance reflecting on tribal questions and the precipitous decline in commodity prices one week after the Fed's la...
CARL ICAHN'S IDIOT BUTTON
17 Jun 2022
Contributed by Lukas
Send us a textI hate Fridays.This week we had a bantam weight world title decider between the contrarian and the populist. The Acid Capitalist squares...
HUMPTY DUMPTY MACRO
10 Jun 2022
Contributed by Lukas
Send us a textAnother live edition. Humpty Dumpty? Remember the children's poem. With all the king's horses and all the king's men. T...
Hurricane MACRO
02 Jun 2022
Contributed by Lukas
Send us a textWe're joined by the Macro Compass writer, Alfonso Peccatiello, former bank prop trader, to discuss all things macro in the wake of ...
Banned in China
27 May 2022
Contributed by Lukas
Send us a textThe Acid Capitalism show went live this week. The Alchemist's hair morphed into a flock of seagulls. The Acid Capitalist levitated ...
There Will Be Blood
20 May 2022
Contributed by Lukas
Send us a textThere will be blood. Let’s discuss. The Acid Capitalist continues to fume about injustices. He has the Fed and the mercantilistes in h...
Buck Broke Bitcoin
14 May 2022
Contributed by Lukas
Send us a textBloody hell. So much for stable coins. Fight it out in the comments; does anything matter anymore if the crypto well has been poisoned b...
Money Too Tight To Mention
07 May 2022
Contributed by Lukas
Send us a textThe Alchemist explores the mysteries of hedge fund management further. This week's deep dive sees him wearing a suit! Can he cut it...
The Precipe, Markets on the Brink
30 Apr 2022
Contributed by Lukas
Send us a textThis week's episode is probably the most profoundly ridiculous exercise in hyperbole ever attempted. The boys are sensing a regime ...
Risk Markets set to Self Destruct
23 Apr 2022
Contributed by Lukas
Send us a textThe alchemist doesn't speak, he yells; he's a proclaimer seeking the truth. Hear ye, hear ye, he bellows, the apocalypse is co...
The God Trade
15 Apr 2022
Contributed by Lukas
Send us a textThe Reverence Episode. The Alchemist @writes_sweeney finds himself exalting at the triple religious whammy of Easter, Passover and Ramad...
The Soros Trade
09 Apr 2022
Contributed by Lukas
Send us a textThis week, the Acid Capitalist is restored to his spiritual home, Blanc Bleu and boy is The Alchemist on form ! He's dug up some an...
Crazy Hedge Fund Idea
02 Apr 2022
Contributed by Lukas
Send us a textThe unplugged episode. The Acid Capitalist appears down on his luck this week. Recovering from another bout of dengue fever and yet anot...
ACID ASSETS FOR THE MANY
25 Mar 2022
Contributed by Lukas
Send us a textMacro Confessions Part XXXII, The Sweeney Alchemist (@writes_sweeney) is worried that the Acid Capitalist (@hendry_hugh), has been detai...
HEDGE FUND INTEL
18 Mar 2022
Contributed by Lukas
Send us a textMacro Confessions Part XXXI, a very tired Acid Capitalist, having flown half-way across the globe, joins the The Sweeney Alchemist (@w...
UNMISSABLE HEDGE FUND INTEL
12 Mar 2022
Contributed by Lukas
Send us a textMacro Confessions Part XXX, the Acid Capitalist is joined by his trusted lieutenant, @ToStRo and together with The Sweeney Alchemist, ...
Hedge Fund Masterclass - Make Profits Not War
05 Mar 2022
Contributed by Lukas
Send us a textMacro Confessions Part XXIX, the Acid Capitalist is mad as hell. Bewildered and traumatised by the human catastrophe in Ukraine, he&ap...
HEDGE FUND MASTERCLASS - NAVIGATE EUROPE ENERGY CRISIS
26 Feb 2022
Contributed by Lukas
Send us a textMacro Confessions Part XXVIII, projecting forward from the macro year 2007. Chris finds a Hank Moody like Acid Capitalist holed up in hi...
HedgeFund MasterClass - Profit from Russian Conflict
19 Feb 2022
Contributed by Lukas
Send us a textMacro Confessions Part XXVII, projecting forward from the macro year 2006. Chris finds a dishevelled Acid Capitalist holed up in his cem...
HedgeFund MasterClass - The Great Carbon Swindle
11 Feb 2022
Contributed by Lukas
Send us a textMacro Confessions Part XXVI (somewhere in the future) This week the camera never lies. Hugh is trotting out responses under cross-examin...
HedgeFund Masterclass: CHINA CRASH 2024
04 Feb 2022
Contributed by Lukas
Send us a textMacro Confessions Part XXV (APRIL,2012) This week Hugh felt a movement in the time-expanse of the financial universe. In a land far, far...
Hedge Fund MasterClas - BIGGEST MACRO MISTAKE
28 Jan 2022
Contributed by Lukas
Send us a textMacro Confessions Part XX IV (2006) This week risk is resetting. Things changing. There will be opportunities. There will be blood. Let ...
Hedge Fund Masterclass - Shorting
21 Jan 2022
Contributed by Lukas
Send us a textMacro Confessions Part XX III (November 2005) This week the boys kick back. Inspired by Jeff Bezos, and his recent jaunt to St Barts, Hu...
Hedge Fund Masterclass - Paradoxical Investing
14 Jan 2022
Contributed by Lukas
Send us a textMacro Confessions Part XX II (October 2005)The Scottish tormentor, Chris Sweeney, is pumped to the max as he seeks to understand the inn...
Hedge Fund Masterclass- Don't Look Up - Trading Convexity
07 Jan 2022
Contributed by Lukas
Send us a textMacro Confessions Part XX (Autumn 2005)We welcome back again, the Scottish tormentor, Chris Sweeney, to chronicle the inner workings o...
Macro Christmas Confessions
24 Dec 2021
Contributed by Lukas
Send us a textEver attended a Hedge Fund Christmas Party? We've super charged the subtitles as we welcome back the Scottish tornado, Chris Sweene...
Hedge Fund Masterclass - Creativity
17 Dec 2021
Contributed by Lukas
Send us a textThis week we have a Shared Confession. Former macro hedge fund manager, Hugh Hendry, is joined by Dr. Angus Fletcher (Phd, Yale) , a neu...
China's Zodiac Doomsday Clock
10 Dec 2021
Contributed by Lukas
Send us a textEx macro hedge fund manager, Hugh Hendry, again invites his former investment partner, Tom Roderick, to review the global macro landscap...
Punk Macro Inflation
23 Nov 2021
Contributed by Lukas
Send us a textFormer macro hedge fund manager, Hugh Hendry, again invites his former investment colleague, Tom Roderick, to review the global macro la...
China Risk Shared Confessions by Hugh Hendry & Tom Roderick
29 Sep 2021
Contributed by Lukas
Send us a textHedge fund manager, Hugh Hendry, again invites his former colleague, Tom Roderick, who manages macro at Trium in London, to review the r...
Confessions: Hugh Hendry & Tom Roderick, Acid Capitalist
20 Jun 2021
Contributed by Lukas
Send us a textHedge fund manager, Hugh Hendry, invites former investment partner, Tom Roderick, to dive under the hood and examine how one becomes a h...
Shared Confessions: Hugh Hendry & Karinna Knobbs, Pattern Seekers
14 Jun 2021
Contributed by Lukas
Send us a textHedge fund manager, Hugh Hendry, invites digital fashion entrepreneur, Karinna Knobbs, to provide another overlay between macro and tech...
Shared Confessions: Hugh Hendry & Benedict Evans, Is it Possible to Tokenise Knowledge?
05 Jun 2021
Contributed by Lukas
Send us a textHedge fund manager, Hugh Hendry, invites technology savant, Benedict Evans, to provide an overlay between macro and tech. Together they ...
Confessions XXI: PGMs the Ethereum of Commodities
28 May 2021
Contributed by Lukas
Send us a textChapters:00:00 Confessions Part XXI Fed Irrelevant. Macro Has Changed01:30 3D Macro03:20 De Carbonisation / De Globalisation / Demograph...
Confessions XX: Is Bitcoin going to a Million Dollars? (Apr 2005)
21 May 2021
Contributed by Lukas
Send us a textHedge fund manager, Hugh Hendry, invites his former colleague Tom Roderick, the manager of the Trium Macro Hedge Fund, to review this we...
Confessions XIX: Is Bitcoin Lehman? (March 2005)
17 May 2021
Contributed by Lukas
Send us a textMacro Hedge Fund Manager offers more global insights and delivers a shellacking of Elon Musk, Tesla, and their incestuous menage-à-troi...
Confessions XVIII: I Believe (Feb 2005)
07 May 2021
Contributed by Lukas
Send us a textHugh goes back to the future to zero in on the hydroelectric income trust, Innergex, in the Canadian province of Quebec. Having invested...
Confessions XVII: Porno (Q1 2005)
30 Apr 2021
Contributed by Lukas
Send us a textHugh gets X-rated unveiling his version of hardcore pornography - The Hendry Chart Rotator. He offers a lesson from what can be gleaned...
Confessions XVI: Dickcoin (Q4 2004)
23 Apr 2021
Contributed by Lukas
Send us a textMick Jagger's Swagger warns us to be wary of BitcoinHugh lifts the lid on how the pressures of working side by side with Crispin Od...
Confessions XV: Bubbles (Summer 2004)
16 Apr 2021
Contributed by Lukas
Send us a textHugh laments on the things he didn't see as clearly in 2004, as he does now. There's a warning from someone who's experie...
Confessions XIV: Doom Loop (March 2004)
09 Apr 2021
Contributed by Lukas
Send us a textThe narrative continues as we jump from uranium into the oil market, and we get filthy, maybe even dirty... Why did the scorpion kill th...
Confessions XIII: Nuclear (Q1 2004)
02 Apr 2021
Contributed by Lukas
Send us a textDeep dive into the uranium sector and the Archegos scandal. Plus, how Hugh was almost tossed out of a plane by Robert Mugabe’s money m...
Confessions XII: Loud! (4th Quarter 2003)
26 Mar 2021
Contributed by Lukas
Send us a textConfessions XII 4thQ 2003 - Goldfinger, Putin, travelling supersonic and finding EU carbon credit equities.Hedge Fund pirate Hugh Hendry...
Confessions XI: Rebel Rebel (September 2003)
19 Mar 2021
Contributed by Lukas
Send us a textHedge Fund pirate Hugh Hendry and his co-host Chris Sweeney chronicle the inner workings of the uncorrelated and legendary Eclectica Fun...
Confessions X: The Shamen (Jul/Aug 2003)
12 Mar 2021
Contributed by Lukas
Send us a textConfessions X July/Aug 2003 - Hugh's shorting Lehman Bros and reveals all about his Mercedes luxury mobile office/cinema that his w...
Confessions IX: St Barts Bono (June 2003)
05 Mar 2021
Contributed by Lukas
Send us a textConfessions IX June 2003 - Why Hugh "St Barts Bono" Hendry should run the Bank of England, plus the genius of buying a lousy c...
Confessions VIII: Almost Glory (April/May 2003)
03 Mar 2021
Contributed by Lukas
Send us a textHedge Fund pirate Hugh Hendry and his co-host Chris Sweeney chronicle the inner workings of the uncorrelated and legendary Electica Fund...
Confessions VII: Cheeky Girls & A Golden Nutmeg
20 Feb 2021
Contributed by Lukas
Send us a textHedge Fund maverick Hugh Hendry and his co-host journalist and author Chris Sweeney chronicle the inner workings of the uncorrelated and...
Chinese Punk with Michael Pettis
12 Feb 2021
Contributed by Lukas
Send us a textI recorded this last summer. I have so much admiration for Professor Pettis. Almost everyone in macro with risk positions in China inevi...
Negative Vibes - Why the Reserve Currency should go Negative
17 Nov 2020
Contributed by Lukas
Send us a textI try and answer your questions relating to my recent twitter outburst regarding the role of negative interest rates. I explain how the ...
February & March 2003: Massacre of the Beloved
29 Sep 2020
Contributed by Lukas
Send us a textLosing $40m over 2 months. My first rookie mistake - too much risk. Gold approaching $400. It would stay there next 3 years but the shar...
January 2003: How many times can you say sorry?
27 Jul 2020
Contributed by Lukas
Send us a textGold stocks surging. Fund performance recovers. Explaining the explosive convexity of gold miners. Another hedge fund manager from Glasg...
December 2002: Commodity Speculator Paradise
12 May 2020
Contributed by Lukas
Send us a textThe gold stocks arrive @ Eclectica A very deep gold mine Buying the WORST in case you're proved correct. Plasticine Macro trade...
November 2002: Is there something better than great sex?
29 Apr 2020
Contributed by Lukas
Send us a text1 Month Eclectica Fund -0.1%; FTSE All Share +0.8%YTD Eclectica Fund -4.9%; FTSE All Share +9.0%What did I do when I discovered Amsterda...
October 2002: Baptism of Fire
16 Apr 2020
Contributed by Lukas
Send us a textI cry, You Cry. New babies, catching fallen angels, too early for rate cuts.Baptism of fire: launching a global macro hedge fund at the ...