Send us a text When logic fails, hedges break, and the models panic. Markets rarely behave. In this episode, Hugh Hendry unpacks why. Exploring what happens when models flash red and logic collapses in real time. From George Gammon’s CarMax hedge to the intricacies of dating, calculating sexual market value and the Fed’s confused dance with Treasury policy, Hugh dissects how a “Z-score of 3” moment becomes a one-in-a-thousand event that reshapes portfolios. He links collapsing used-car ...
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Send us a text When logic fails, hedges break, and the models panic. Markets rarely behave. In this episode, Hugh Hendry unpacks why. Exploring what happens when models flash red and logic collapses in real time. From George Gammon’s CarMax hedge to the intricacies of dating, calculating sexual market value and the Fed’s confused dance with Treasury policy, Hugh dissects how a “Z-score of 3” moment becomes a one-in-a-thousand event that reshapes portfolios. He links collapsing used-car ...
Send us a text Shadowlight A new inflation priesthood grabbed the pulpit. With officials offstage, a retail outfit called OpenBrand dropped a fresh CPI and the press sang hymns. I torch the cosplay, then hold up the mirror. In markets, any number that moves price pretends to be truth. That is the joke. That is the trade. Now the prints that matter. Jobless claims at 258,000. A soft miss, not a crisis. The cleanest weekly read on labor chills before payrolls. Then the stealth masterclass. The ...
The ACID Capitalist Podcast
Send us a text When logic fails, hedges break, and the models panic. Markets rarely behave. In this episode, Hugh Hendry unpacks why. Exploring what happens when models flash red and logic collapses in real time. From George Gammon’s CarMax hedge to the intricacies of dating, calculating sexual market value and the Fed’s confused dance with Treasury policy, Hugh dissects how a “Z-score of 3” moment becomes a one-in-a-thousand event that reshapes portfolios. He links collapsing used-car ...
