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 Americ...

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.

Welcome backThe 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 ...

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 fu...

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...

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 i...

Welcome 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 ...

Welcome 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 h...

This 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 imagi...

A 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 i...

I was born in Glasgow, a city carved by raw grit and humor, think of Sir Alex Ferguson and Billy Connolly. Not far from there, I began my career in Edinburgh, a mere fifty miles geographically, but an infinite leap in atmosphere. Imagine...

Macro Meditation #2Wow. Did you enjoy the Complexity episode? I went full zen on you. Deep breathing, tapping into the god-like forces within. Sounds crazy, right? Except it’s not. You are the god. The universe doesn’t revolve aro...

Macro Meditation #2Wow. Did you enjoy the Complexity episode? I went full zen on you. Deep breathing, tapping into the god-like forces within. Sounds crazy, right? Except it’s not. You are the god. The universe doesn’t revolve around som...

Why Acid Meditation Matters for Investors: Embracing Complexity and the Chaos WithinDear friendsI’m launching a meditation series that, I admit, may seem far afield from my usual punk-macroeconomic analysis. But this is no...

Mike Lynch, a man who faced down the giant of  US Justice, out maneuvered the legal behemoths, took on the law and emerged victorious—only to be taken by the cold, capricious hand of Mother Nature. Imagine it: overcoming insurmountable odd...

Step into the dim glow of our dive bar of financial musings in the humid, Caribbean night air, where the ACID Capitalist, Hugh Hendry, the sardonic Brent Johnson (@SantiagoAuFund), and the ever-perceptive Tracy Shuchart (@chigrl) huddle over a ...

Some folks possess the philosophers stone. Me? I just have this fabulous oversized sofa at Maison Blanc Bleu, and as this glorious weekend unfolds, I'm rolling out my life creed. Journeys morph and twist. I embarked on an epic voya...

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, Pet...

Welcome to a journey into the gold markets on today’s podcast, where I, alongside a valued member from the John Galt community, dive deep into the glittering realms of gold trading. For the next 50 minutes, we’re going to tackle some burning qu...

Step off Wall Street's grimy sidewalks and plunge into the wilderness with the ACID Capitalist as your guide on another mind-bending journey. We've connected with Tom Morgan, a standout from this year's Ira Sohn conference and a fellow traveler...

Dive into the vaults with the ACID Capitalist, as I resurrect a mentoring session from July '23, "The Path to Serfdom". The young Padawan and I dissect the how and why of the financial depression gripping the majority, questioning the orthodoxi...

Welcome back, my enlightened audience, to another episode of Acid Therapy, where yours truly, The Acid Capitalist, delves once more into the mental maelstrom with Denise Shull's guidance.This episode serves as a serenade to the chaos of ...

Ladies and gentlemen, daredevils of the financial markets, connoisseurs of the unconventional, welcome back to what I've cheekily dubbed "Acid Therapy" with the indomitable Denise

Switching it up with a throwback from the archives. About a year ago, I had a series of 3 interviews with Denise Shull. She's a certified pro, cut from the same cloth as Wendy from Billions – you know, that HBO show about Bobby Axelrod, the hed...

In this week's episode Nick Searle the from ADP podcast interviews Hugh Hendry.Nick and Hugh talk through Hugh’s thoughts on the outlook for 2024 a...