The ACID Capitalist Podcast

Mar 18 2025 136 ep. 54 mins 402
The ACID Capitalist Podcast artwork

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

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

Mar 18 2025 36 mins  
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 Su

$WISE and Contrarianism

Mar 08 2025 27 mins  
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 the

Acid Breath 7 - The Quantum Insanity of Christmas

Dec 25 2024 64 mins  
Send us a text 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 this to you all. There’s a cool macro economic essay in there somewhere. I wanted to get something, anything out there

Acid Breath 6 - The Knickerless Karate Kick

Dec 18 2024 42 mins  
Send us a text 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 here. Palm trees. Santa Claus. Sleigh bells. An unlikely combination, yet somehow it works. St. Barts this time of year is p

Acid Breath 5 - The Kangaroo in the Wardrobe

Dec 11 2024 39 mins  
Send us a text 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 Moment I 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

Acid Breath 4 - The Gateless Gate and Acid Capitalism

Dec 05 2024 41 mins  
Send us a text A Life in Rebellion You 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 transcen

Acid Breath 3 - The Squirt and the Folly of MSTR

Nov 27 2024 25 mins  
Send us a text 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 stepping into an aristocratic investment house, its rooms brimming with the ghosts of ambition and refinement. Suddenly finding you

Acid Breath 2 - The Macro Blues - No Music

Nov 22 2024 28 mins  
Send us a text Macro Meditation #2 Wow. 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 some external queen bee or king. Nope, it’s you. But modern society? It’s been locking that realization away for centuries, cr

Acid Breath 2 - The Macro Blues

Nov 22 2024 29 mins  
Send us a text Macro Meditation #2 Wow. 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 some external queen bee or king. Nope, it’s you. But modern society? It’s been locking that realization away for centuries, cr

Acid Breath 1 - Complexity

Nov 18 2024 20 mins  
Send us a text Why Acid Meditation Matters for Investors: Embracing Complexity and the Chaos Within Dear friends I’m launching a meditation series that, I admit, may seem far afield from my usual punk-macroeconomic analysis. But this is no gimmick. It’s an exploration of how mastering the inner world of your mind can make you a better investor and a more resilient human being.