Hugh Hendry Acid Capitalist TV
@hendry_hugh • 98,315 subscribers
Global macro hedge fund guy distilling market insights via his alter-ego, the acid capitalist. ✉️ Summer Camp: https://t.co/HtFDwYPWmi
Shorts
Videos
i published, and i was damned. i, the acid capitalist, was bullish. into a 10% slide. while the market continued on its merry way being right. but in good old bar select in saint barts, trader mike and i had already seen into the future. while the elite press reach for the bullshit they think makes them look intelligent and open minded about a place they don’t know anything about. crafty mullahs, sufi spiritual missiles and the ghost of omar khayyam above the battlefield. forget the strait of hormuz. think kentucky. the constraint. where is it? what is it? do you know? did your loved ones tell you? code writes code. and the last great code has produced an eleventh commandment. compute is revenue. read it on the stone tablet and weep. the toll booth falls, and the new scarcity is copper, fiber, transformers. things you can’t make a tidy yield curve for. and elon's off-grid colossus, rented to the man he called evil. looks like we’re not in kansas anymore. we’re in memphis tennessee now. find the constraint on the compute. that's the idea. the full episode's out. only people control the algorithm. give it five stars. or come to bar select yourself. come sit with trader mike and me. acid summer camp 4. st barts. august 2nd to the 6th. press the button or be damned.
Hugh Hendry Acid Capitalist TV27,296 Aufrufe • vor 20 Tagen
ɢᴏʟᴅ ᴀɴᴅ ᴛʜᴇ ᴇɴᴅ ᴏꜰ ꜰɪꜱᴄᴀʟ ᴅᴏᴍɪɴᴀɴᴄᴇ. ᴡʜʏ ɢᴏʟᴅ ɪꜱ ᴘʀᴏ 🇺🇸
Hugh Hendry Acid Capitalist TV157,578 Aufrufe • vor 8 Monaten
This goes live in less than an hour... Alexej Jordanov
Hugh Hendry Acid Capitalist TV129,565 Aufrufe • vor 1 Jahr
I wrote a long time ago that gold miners were a complete waste of time All huff with no puff All risk and no return That if you're bullish on gold, just own more gold to amplify your returns The only rational for the miners today is their catastrophic price performance Gold has quadrupled and they're flat F-L-A-T Someone with a bloomy terminal, do me the relative value chart of long one unit of gold versus one unit of GDX, the gold mining index over last 20 years. Has been one of the least discussed and best trades of all time.
Hugh Hendry Acid Capitalist TV149,865 Aufrufe • vor 2 Jahren
ᴘᴇᴏᴘʟᴇ ɢᴇᴛᴛɪɴɢ ᴀɴɢʀʏ, ɢᴇᴛᴛɪɴɢ ᴋɪʟʟ-ᴘᴇᴏᴘʟᴇ ᴀɴɢʀʏ
Hugh Hendry Acid Capitalist TV40,753 Aufrufe • vor 6 Monaten
The Fed's No Win Situation Welcome aboard the SS Financial Market for a journey through the Fed's very own Kobayashi Maru—the unwinnable scenario. Risk assets? They're soaring, folks. But even as we hit a bit of turbulence with a minor pullback, remember this: we're knee-deep in a massive global carry trade. Yes, that's borrowing depreciating yen to snag those booming U.S. assets. And the Fed? Trapped by the very growth it covets, unable to make a move without tipping the scales. Ignore the day's distractions; the real game is the colossal fiscal spend already mapped out to propel the U.S. GDP into 2027. Let's plunge headfirst into this cosmic conundrum—ACID Capitalist style. with George Gammon
Hugh Hendry Acid Capitalist100,112 Aufrufe • vor 2 Jahren
Acid Capitalist Summer Camp 3.0 August 17th - 22nd Featuring Guest Speakers: Brent Johnson Santiago Capital George Gammon George Gammon Mike Green Michael Green Jeff Snider Jeffrey P. Snider Tom Roders Tom Roderick David Levenson David Levenson. It's time to reduce Lev Vega Cap Ben Brey Capital Misallocation Darius Dale Darius Dale 10% Discount with Discount Code "ACID" Through April 21st
Hugh Hendry Acid Capitalist62,430 Aufrufe • vor 1 Jahr
The Hunt for the Ultimate Short Bad things coming, baby. Always coming. You feel it in the air, see it in the cracks of exuberance. Take Obama, he wasn’t the problem, it was the New York Times. I used his election as metaphor for the exaltation you seek in the emotional structure of a stock. The same way you’d see a statue raised to the heavens and then topple under its own weight. It’s physics. It's markets. Back in 2008, hope ran into economic reality, and reality won. Now, fast forward to Trump. Same exaltation. Same blind optimism. The macro condition doesn't care about your hero. It cares about the transformation of credit energy into higher stock prices And today? Maybe it’s $MSTR. It’s the same exaltation with Michael Saylor as the high priest. Bitcoin evangelism. A new utopia. But here’s the thing: Saylor’s a visionary, yes, but his company? It’s not Bitcoin. It’s a coin selling for three coins … The short isn’t Bitcoin; it’s the the premium that will be arbed out when $btc option market liquidity permits the pros to put an end to this silliness. Finding the best short isn’t just about spotting weakness; it’s about sensing where the narrative is 'carried on the shoulders of its believers' 🏴☠️
Hugh Hendry Acid Capitalist52,494 Aufrufe • vor 1 Jahr
America’s taxing the world, and everyone’s dumping Treasuries? They gave away the dollar like a free bus pass. Now? The gate's about to be locked, and the tax franchise is spreading globally. And you thought the reserve currency was charity? Wake up, it’s a tollbooth. WTF did you just read? Yeah, keep scrolling… 💋The ACID Capitalist is a reader-supported publication on Substack To receive new posts and support my work, consider becoming a free or paid subscriber.💋
Hugh Hendry Acid Capitalist38,610 Aufrufe • vor 1 Jahr
The Stoned Investor Sees All Strap in for a wild ride through the cannabis revolution with Peter Barsoom, the mastermind behind 1906, where ancient botanicals meet modern science in a dazzling maze of Dadaist innovation. In this episode, Peter takes us behind the scenes of crafting cannabis products that aren't just about getting high—they're about elevating your well-being. From the gritty details of pioneering the industry's first fast-acting edibles to redefining everyday wellness, Peter shares how his Wall Street savvy catapulted 1906 into the spotlight of the green rush. Tune in as The ACID Capitalist lights up on some yellow GENIUS pills and gains perspective on the burgeoning world of bespoke cannabis with insights only a veteran like Peter could offer. It's not just a podcast; it's a gateway to the new age of enlightened Investment Dadaism. And there’s more…The ACID Capitalist and 1906 are collaborating and offering a $5 discount off any tin purchased with the code ACIDCAPITALIST. We’re not just rejecting traditional investment conventions, we’re gone challenge the established norms of risk markets. 1906
Hugh Hendry Acid Capitalist TV60,363 Aufrufe • vor 2 Jahren
Up the River with No Compass and No God What the Intern Saw I mean, look, they sent him, right? The kid from Chicago, Brian. Bright-eyed, shirt-tucked, LinkedIn-certified. Straight off the ferry with boat shoes and conviction. Sent him up the macro river. To find me here in my St Barts delta. To observe, maybe help. His superiors, the suits, God help him, but they sent him to terminate my command.
Hugh Hendry Acid Capitalist32,365 Aufrufe • vor 1 Jahr
🇦🇨🇮🇩 🇧🇷🇪🇦🇹🇭ɴᴏʀᴍᴀʟʟʏ ɪ’ᴅ ᴋᴇᴇᴘ ᴛʜɪꜱ ʙᴇʜɪɴᴅ ᴛʜᴇ ᴘᴀʏᴡᴀʟʟ, ʙᴜᴛ ꜱᴏᴍᴇ ᴛʀᴜᴛʜꜱ ᴅᴇꜱᴇʀᴠᴇ ᴅᴀʏʟɪɢʜᴛ. ᴡʜʏ ᴀ ᴛʀᴇᴀꜱᴜʀʏ ꜱᴇᴄʀᴇᴛᴀʀʏ ᴍɪɢʜᴛ ᴘɪᴄᴋ ᴛʜɪꜱ ᴍᴏᴍᴇɴᴛ ᴛᴏ ꜱᴛᴀʀᴛ ᴀɴ ᴇᴄᴏɴᴏᴍɪᴄ ᴡᴀʀ ᴡɪᴛʜ ᴛʜᴇ ᴡᴏʀʟᴅ’ꜱ ᴍᴇʀᴄᴀɴᴛɪʟɪꜱᴛ ᴇᴍᴘɪʀᴇ. ᴍᴀᴄʀᴏ ᴛʜᴇᴀᴛʀᴇ ꜰᴏʀ ɢʀᴏᴡɴ-ᴜᴘꜱ.
Hugh Hendry Acid Capitalist TV21,403 Aufrufe • vor 8 Monaten
🎥 Incoming: “The Cost of Croissants, Live from St. Barth’s” 🍞💸 You asked what inflation looks like on a volcanic rock where the currency’s euros and the attitude’s fuck it, barefoot finance. No Dollar Tree, just 20€ green juice and existential dread at the checkout. But hey, if you’re gonna go broke, might as well do it in linen. Stay tuned for a reel series from the most unreal luxurious supply chain crisis on Earth. 💀🥐 #AcidCapitalist #IslandMacroeconomics #BaguetteIndex #trading #investment #stbarts #stocks
Hugh Hendry Acid Capitalist31,410 Aufrufe • vor 1 Jahr