『The ACID Capitalist Podcast』のカバーアート

The ACID Capitalist Podcast

The ACID Capitalist Podcast

著者: Hugh Hendry
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Gonzo Finance!

Hugh Hendry is an Award Winning Hedge Fund Manager, Market Commentator, Thought Leader, St Barts Real Estate Investor & Surfer.


Full episodes are available at https://www.patreon.com/HughHendry and https://hughhendry.substack.com


© 2025 The ACID Capitalist Podcast
スピリチュアリティ 個人ファイナンス 個人的成功 経済学 自己啓発
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  • The Autopsy of a Dying System - How a Foreign Money Printer Rigged the Game and why Bitcoin is the only way out.
    2025/07/17

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    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 great podcast: A Different Perspective;
    Camera: / tarbox_arts
    Acid Capitalist™ 🖤⚔️💣


    When I say call centre at the end, I meant to say data centre, I was suffering from brain freeze…

    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

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    🎧 ...

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    1 時間 6 分
  • The Curse of Knowing
    2025/07/07

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    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 was 30, blond, beautiful blue eyes, an image I haven’t shaken off. When you return from the future, you’re never whole. Details are too sharp, too strange. People blink. They don't want to hear it. That’s why I wear goggles. That's why they call me unhinged.

    Knowing what's next doesn't give control. It gives doubt. It exiles you from Main Street.

    I vibed on John Buchan’s The Gap in the Curtain. A country house, a strange German professor, a handful of guests glimpsing a year ahead. One sees a financial headline. Distant words that unravel everything. Once you've seen what's coming, you carry it like a tumor made of light.

    I drew a line from that story to Saint Peter in Gethsemane. His denial wasn’t betrayal; it was fear dressed as certainty. The same fear I see in markets, politics, people I’ve loved. We say "impossible" when scared. But the future doesn't knock. It slides in through the back door. Think of me as The Back Door Man.

    That's the curse, not that no one believes you, but that eventually, you stop believing yourself.

    Our conversation shifted between memories: Blanc Bleu, my house in St. Barts, Bitcoin, bond markets, old debates with giants like Niall Ferguson. Moments I stood and said what no one wanted to hear.

    Being early feels like being wrong until the chart catches up.

    The Curse of Knowing isn't about money, it's about myth. Trading safety for clarity. Leaving comfort to speak truths no one’s ready for. It's about friends reunited, because ultimately, the only constants are those you love(d).

    Hugh

    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
    🎧 ...

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    1 時間 3 分
  • The Dollar: From Beast to Burden, P.1
    2025/06/07

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    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 king. The Fed is janitor.

    QE wasn’t stimulus. QE was retaliation. It crushed real rates, drained foreign rentiers, and exposed the parasitic model for what it was: tribute disguised as liquidity. The pegs were never anchors, they were fuses waiting for ignition. A conduit for sovereign retaliation.External price fixed. Target domestic prices. A massive property bubble. Chinese Metropolises flaring incandescently.

    China’s yuan weakens not to grow, but to survive. Devaluation at the bottom isn’t stimulus. It’s deflationary warfare. Japan faces its own reckoning. The yen’s collapse is no longer unthinkable. The credibility of their collateral is evaporating. The capital flow reverses. The bid on Treasuries vanishes.

    And so the Fed faces its final choice: defend equities or defend the sovereign bond. There will be no third option. Duration is destiny. The safe asset becomes the kill switch.

    This is no longer a functioning market. It’s a monetary knife fight. AI roars forward. Capital misallocates. Asset bubbles swell as wages stagnate. Consumption shrinks. Inflation morphs into impoverishment.

    We stand at the ledge: one step from euphoria, one step from collapse. A new 1990s or a new 1930s. The myths are dead. The structures brittle. The old rules obsolete.

    Exorbitant privilege? That era has closed. The dollar remains but not as a throne. As a contract. As a negotiation. As the final line holding the system together.

    The park opens in five minutes.

    Subscribe to Substack before the gates slam shut. 🖤⚔️💣

    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
    🎧 ...

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    51 分
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