Hugh Hendry Acid Capitalist TV
@hendry_hugh • 98,040 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 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 次观看 • 2 年前
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 次观看 • 3 个月前
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 Capitalist TV100,263 次观看 • 2 年前
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 TV60,448 次观看 • 2 年前
