The ACID Capitalist Podcast

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The ACID Capitalist Podcast

Hugh Hendry

150 episodes

20 hours ago

Send us a text What Is Acid Breath? A nightly macro riff that turns the day’s markets and data into signal. Quirky, erudite, fast. We entertain, then arm you to trade like an adult. Fly Blind, See Clear Shutdown day three, payrolls locked in a drawer, yet stocks print records. The tape speaks when the oracle is silent. Read price and weekly closes before you read headlines. Process Beats Prophecy Bill Lipschutz once dreamed a perfect number and still passed on the trade. The lesson. Define ex...

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Self-Improvement

Religion & Spirituality,

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 Is Acid Breath? A nightly macro riff that turns the day’s markets and data into signal. Quirky, erudite, fast. We entertain, then arm you to trade like an adult. Fly Blind, See Clear Shutdown day three, payrolls locked in a drawer, yet stocks print records. The tape speaks when the oracle is silent. Read price and weekly closes before you read headlines. Process Beats Prophecy Bill Lipschutz once dreamed a perfect number and still passed on the trade. The lesson. Define ex...

Show more...

Self-Improvement

Religion & Spirituality,

Episodes (20/150)

The ACID Capitalist Podcast

Acid Breath Friday 3rd October

Send us a text What Is Acid Breath? A nightly macro riff that turns the day’s markets and data into signal. Quirky, erudite, fast. We entertain, then arm you to trade like an adult. Fly Blind, See Clear Shutdown day three, payrolls locked in a drawer, yet stocks print records. The tape speaks when the oracle is silent. Read price and weekly closes before you read headlines. Process Beats Prophecy Bill Lipschutz once dreamed a perfect number and still passed on the trade. The lesson. Define ex...

21 hours ago

35 minutes

The ACID Capitalist Podcast

Acid Breath GOLD 2nd October, 2025

Send us a text Support the show ⬇️ Subscribe on Patreon or Substack for full episodes ⬇️ https://www.patreon.com/HughHendry https://hughhendry.substack.com https://www.instagram.com/hughhendryofficial https://blancbleustbarts.com https://www.instagram.com/blancbleuofficial ⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts! 🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X 📩 Substack 👂Listen and 🔥 Subscribe 📺 YouTube 🎧 ...

1 day ago

35 minutes

The ACID Capitalist Podcast

Acid Breath BIG PHARMA 1st October, 2025

Send us a text The Shipping News for Investors. Acid Breath is a sub-30 minute market monologue for thinkers, not twitchers. Nightly under the Caribbean sky with jazz low, I strip the day bare for signal. Today was diffusion indices in plain English (50+ expands, under 50 contracts). Decimals = vanity; the first two digits tell the story. I cross-check S&P Global with ISM and translate what it means for margins, pricing power, and the economy. And vibe on how to bag a stock winner. Explai...

2 days ago

26 minutes

The ACID Capitalist Podcast

Acid Breath: Tuesday 30 September, 2025

Send us a text Acid Breath is a 10 to 20 minute daily market monologue for investors who prefer thinking to twitching. I scan the day's U.S. economic releases like JOLTS, CPI, and payrolls, note how risk assets moved, then strip away the theater of first prints, revisions, and spurious decimals to focus on signal: liquidity, positioning, incentives, and Marshallian K. Expect dry humor, clear definitions, and Munger style aphorisms. No hype, no doom, no hot tips. Just practical perspective you...

3 days ago

23 minutes

The ACID Capitalist Podcast

Acid Breath Monday 29 September, 2025

Send us a text Started too late, desk on the terrace, sound may dip, mind awake. Welcome to the quiet safe macro room. Seekers of clear stories. Turning noise into knowledge. The economy is a machine. Complicated, not mystical. I round to whole moves. Neutral. Call it mauve. I hate decimal points. They pretend at precision. Jobs talk is the usual racket. Hiring, but careful. Never mind the bollocks. Friday has become a freakin freak show. Heads should roll. Pros do not trade payrolls. Buildin...

4 days ago

25 minutes

The ACID Capitalist Podcast

Acid Breath: Friday 26th September

Send us a text Acid Capital Breath is a quiet ten to fifteen minute ritual: breathe, reflect, and translate the day's economic data and market moves into plain English. I attempt to cut the code, tell the simple story of a market seeking its future, and leave you calm and ready to act. Logic says I may not do it daily, but the heart says I’m gonna try. Acid Capitalist™ 🖤⚔️💣 Support the show ⬇️ Subscribe on Patreon or Substack for full episodes ⬇️ https://www.patreon.com/HughHendry https://hu...

1 week ago

12 minutes

The ACID Capitalist Podcast

The Autopsy of a Dying System

Send us a text Title: The Autopsy of a Dying System Subtitle: How a Foreign Money Printer Rigged the Game and Why Bitcoin is the Only Way Out. The consensus hallucination blames the Fed. The reality is a foreign money printer running a 40-year rigged game. This is the autopsy of that lie. I dissect the malware that infected the West and reveal the only asset with the physics to escape the coming demolition. The full transmission is your survival guide. Credits: @Searley1, host of the g...

2 months ago

1 hour 5 minutes

The ACID Capitalist Podcast

The Curse of Knowing

Send us a text This show reflects on what it means to see the future too clearly and the cost of carrying that vision alone. A few weeks ago, America burned on the monitor behind me. Cameras rolled in Santa Monica. Steve Drobny, founder of Clocktower Group, advisor in global hedge funds, told me to sit straight, but I didn't care. We discussed the future and America’s possibly undead economy. The previous night, a girl at a Venice Beach bar asked where I’m from. “The future,” I replied. She w...

2 months ago

1 hour 3 minutes

The ACID Capitalist Podcast

The Dollar: From Beast to Burden, P.1

Send us a text The fuse is already burning. This isn’t empire. This is captivity masquerading as privilege. For decades, the dollar system was sold as sovereign strength. But behind the curtain, it was scaffolding, a fragile architecture supporting global imbalances that no one dared to fix. China floods us with goods. We print the debt. They hoard the collateral. This isn’t trade. It’s a hostage exchange. America supplies the deficits; the world returns them as liabilities. The Fed isn’t k...

3 months ago

50 minutes

The ACID Capitalist Podcast

The Acid Sex Tapes - Confessions of a Hedge Fund Manager

Send us a text Wild bets, hot streaks, and a little market seduction. The acid capitalist is back, sunburnt and shirtless, broadcasting straight from St. Barts with sand in his toes and a dollar short in his hand. This is Confessions Part II, the origin story sharpened, scuffed, and refitted for today’s volatility junkies. If finance had a Tarantino cut, this is it. We rewind to the end of 2002. The Nasdaq’s wreckage still smoldering. The S&P up 9 percent. Me? Flat for the month, down 4.9...

4 months ago

32 minutes

The ACID Capitalist Podcast

The Spice And The Ledger

Send us a text This week, I offer you a barefoot sermon from the battlefield of economic memory. A walk from Hamilton to Trump. From Ricardo to Argentina. From Abraham Lincoln’s top hat to the red-capped defiance of tariff diplomacy. A retelling of the American experiment through its most potent and most misunderstood weapon: the tariff. I argue here that Donald Trump, however clumsy and chaotic, reignited a long-dormant Hamiltonian flame. Like Lincoln before him, who used tariffs not only t...

5 months ago

1 hour 6 minutes

The ACID Capitalist Podcast

Solana Saved My Ass

Send us a text A beachside macro sermon on whale liquidations, a 5700 S&P play, and why Treasuries are the keystone to everything. Solana trades, SOFR action, and The Acid Capitalist’s call to be volatile, be violent, be legendary. Stay acid. ⬇️ Subscribe on Patreon or Substack for full episodes ⬇️ https://www.patreon.com/HughHendry https://hughhendry.substack.com https://www.instagram.com/hughhendryofficial https://blancbleustbarts.com https://www.instagram.com/blancbleuofficial ⭐⭐⭐⭐⭐ ...

5 months ago

22 minutes

The ACID Capitalist Podcast

Shooting The Breeze

Send us a text Welcome back The breeze is talking again. The sea too, whispering something older than the market, more enduring than yield curves. This episode was recorded beneath Saharan skies on the island of St. Barts, during Acid Capitalist Summer Camp 2.0. But what is a camp if not a gathering of searchers. A pause in the trade winds to ask the old questions. I was met by a journalist. Young, wide-eyed, barefoot. She carried a pencil and the memory of a mixtape. She asked me to speak of...

5 months ago

46 minutes

The ACID Capitalist Podcast

The Last Scotsman on Wall Street

Send us a text Welcome back to paradise, where the rosé is chilled, the sun strokes the sea, and your third ear is tuned to the gospel according to Hugh. This week, I take you deep into the delirious heart of Wall Street circa 2006, an era of mutual fund gods, tax-deductible lap dances, and a man named Scotty who nearly exploded trying to mask the scent of strippers with gasoline. Yes, really. In a 15-minute acid-laced recital, I read a wild chapter from Derek Wallis’ Occupy a Job on Wall ...

6 months ago

13 minutes

The ACID Capitalist Podcast

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

Send us a text Good Fortune Makes the Man, and The Man Retains the Fortune and Multiplies It... Welcome back to another transmission from paradise, broadcasting from the heavenly shores of St. Barts. The Acid Capitalist, beamed straight into your ears, sun-kissed and untamed. This week, I open the vault—pulling an old gem from my private paywall, unchaining it from Patreon and Substack for the first time. And trust me, this one is electric. The year is 2000. The stage is Wall Street. And our ...

6 months ago

36 minutes

The ACID Capitalist Podcast

$WISE and Contrarianism

Send us a text In this episode of The Acid Capitalist, Hugh Hendry dives into the volatile world of FinTech, analyzing Wise and its market positioning compared to giants like PayPal. He shares insights from an encounter with a young, die-hard value investor, dissecting the risks of stock-picking in a sector riddled with landmines. Are FinTech disruptors truly innovative, or are they just banks in disguise riding the interest rate wave? Hugh breaks down the hidden risks of cash transfer compan...

7 months ago

27 minutes

The ACID Capitalist Podcast

Acid Breath 7 - The Quantum Insanity of Christmas

Send us a textWelcome to a Christmas like no other, where I wrestle with the absurdities of modern finance and the strange beauty of human existence. From the quiet shores of St. Bart's, and it’s a quiet one for sure, Christmas morning and i’m about to post this to you all. There’s a cool macro economic essay in there somewhere. I wanted to get something, anything out there for this holiday season; I hope you can forgive the heavy breathing…This is a meditation on what it means to live in a w...

9 months ago

1 hour 4 minutes

The ACID Capitalist Podcast

Acid Breath 6 - The Knickerless Karate Kick

Send us a textWelcome to another episode of the Acid Capitalist, coming to you from the sun-drenched shores of St. Barts in the French Caribbean. This week, we’re diving headfirst into market mayhem, absurd tales, and the kind of insights you can only find here.Palm trees. Santa Claus. Sleigh bells. An unlikely combination, yet somehow it works. St. Barts this time of year is pure energy: the priciest destination on the planet, unpredictable weather, and panicked yacht-dwellers caught in sudd...

9 months ago

42 minutes

The ACID Capitalist Podcast

Acid Breath 5 - The Kangaroo in the Wardrobe

Send us a textThis week, a journey through the bonkers world of financial markets, absurd cultural phenomena, and personal reflections from the splendid shores of St. Barts.A Brief Memoir MomentI share a childhood anecdote about an imaginary kangaroo in my parents’ wardrobe, a metaphor for life's absurdities and the early seeds of my contrarian mindset. From tales of youthful rebellion to the consequences of throwing stones at buses, I paint a vivid picture of life lessons learned the hard wa...

9 months ago

39 minutes

The ACID Capitalist Podcast

Acid Breath 4 - The Gateless Gate and Acid Capitalism

Send us a textA Life in RebellionYou should listen to the Acid Capitalist Podcast.It's my raw and revealing true story. It's about rebellion. The quiet, existential battle against the grey, the dull, soul-crushing monotony that sneaks into the cracks of life. This isn’t just my story, it’s the story of the markets, a cosmic dance between chaos and order, failure and transcendence.The Rebel’s GenesisI grew up in Glasgow, a city painted in every shade of grey. Not just the skies -though they di...

10 months ago

41 minutes

The ACID Capitalist Podcast

Send us a text What Is Acid Breath? A nightly macro riff that turns the day’s markets and data into signal. Quirky, erudite, fast. We entertain, then arm you to trade like an adult. Fly Blind, See Clear Shutdown day three, payrolls locked in a drawer, yet stocks print records. The tape speaks when the oracle is silent. Read price and weekly closes before you read headlines. Process Beats Prophecy Bill Lipschutz once dreamed a perfect number and still passed on the trade. The lesson. Define ex...