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what if the real risk is distraction. episode artwork

Aug 26, 2026 34 min

what if the real risk is distraction.

from The ACID Capitalist Podcast Hosted by Hugh Hendry

Send us Fan Mail a stranger asks for a kiss outside a bar in montauk and suddenly the weekend’s noise turns into a clean signal. you can buy the table and you can certainly buy the story afterwards, but presence is harder. i watched a man spend an afternoon inside a roped-off vip section staring at his phone, surrounded by everything he’d presumably come to enjoy. that felt uncomfortably close to the age we live in, where the proof of having been somewhere can matter more than actually being there. markets have their own version of the same mistake. composure matters when prices are moving against you, but there’s a cost to wearing the television face for too long, especially once conviction starts dressing up a guess as fact. certainty and position size aren’t the same thing. confuse them and you can end up watching the damage arrive in slow motion while still feeling unable to move. the caprivi strip is what happens when intelligent people fall in love with a map and forget the terrain. boeing and bayer belong in the same conversation for different reasons, because the mistake isn’t always stupidity. sometimes the business survives and the glitch passes. sometimes the thing you thought was contained turns out to own the entire outcome. the useful part is admitting, early enough, that reality gets a vote. this episode is about attention, conviction and the dangerous comfort of believing the story in your head has already become the world outside it. subscribe. share it with someone who lives through their screen. 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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Send us Fan Mail a stranger asks for a kiss outside a bar in montauk and suddenly the weekend’s noise turns into a clean signal. you can buy the table and you can certainly buy the story afterwards, but presence is harder. i watched a man spend an afternoon inside a roped-off vip section staring at his phone, surrounded by everything he’d presumably come to enjoy. that felt uncomfortably close to the age we live in, where the proof of having been somewhere can matter more than actually being ...

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what if the real risk is distraction.

0:00 34:57

Chapters

  1. 0:00 a letter, not advice.
  2. 5:25 general admission and a kiss.
  3. 7:06 phantom at the VIP table.
  4. 10:07 the ex and the exit smile.
  5. 12:00 closing positions outside markets.
  6. 16:03 certainty is not position size.
  7. 17:44 bad maps, big claims, boeing.
  8. 24:58 bayer, monsanto, and the bill.
  9. 30:06 take to the water, not the story.
  10. 33:31 reach out and touch me.

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How long is this episode of The ACID Capitalist Podcast?

This episode is 34 minutes long.

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This episode was published on August 26, 2026.

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