Send us a text What if the cleanest read on market risk isn’t a sentiment index but the dollar itself? We connect the dots from DXY’s slide and rebound to the invisible gears of Eurodollar credit, showing how collateral breathes through trade invoices, repos, and leverage, and how that breath has begun to shorten. From port softness and a reported 17% drop in trucking volumes to tighter haircuts and slower factoring, we map the quiet contraction that can force risk assets to pay a toll in the...
All content for The ACID Capitalist Podcast is the property of Hugh Hendry and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Send us a text What if the cleanest read on market risk isn’t a sentiment index but the dollar itself? We connect the dots from DXY’s slide and rebound to the invisible gears of Eurodollar credit, showing how collateral breathes through trade invoices, repos, and leverage, and how that breath has begun to shorten. From port softness and a reported 17% drop in trucking volumes to tighter haircuts and slower factoring, we map the quiet contraction that can force risk assets to pay a toll in the...
Acid Breath: The Day Silver Spoke and AI Went Industrial
The ACID Capitalist Podcast
1 hour 7 minutes
3 weeks ago
Acid Breath: The Day Silver Spoke and AI Went Industrial
Send us a text The Day Silver Spoke and AI Went Industrial The age of abundance is over: compute, energy, and silver say so. Acid Breath Daily is Hugh Hendry’s financial freak show : a daily dive into markets where logic wrestles madness and central banks juggle chainsaws. It’s macro with a migraine, tequila spilled on spreadsheets, silver screaming at AI, and politicians pretending they can count. No safe takes, no sermons, just volatility with a pulse. Support the show ⬇️ Subscribe on Pat...
The ACID Capitalist Podcast
Send us a text What if the cleanest read on market risk isn’t a sentiment index but the dollar itself? We connect the dots from DXY’s slide and rebound to the invisible gears of Eurodollar credit, showing how collateral breathes through trade invoices, repos, and leverage, and how that breath has begun to shorten. From port softness and a reported 17% drop in trucking volumes to tighter haircuts and slower factoring, we map the quiet contraction that can force risk assets to pay a toll in the...
