EPISODE · Oct 24, 2025 · 1H 28M
The Quantum Crisis: Gold, China, and the Trust Deficit in Markets
from The ACID Capitalist Podcast · host Hugh Hendry
Send us Fan MailPerhaps the best, most revealing of this daily series. This is macro analysis as cabaret. The Japanese call it, rakugoka (落語家), a man in kimono, I have no kimono, seated on a cushion performing poignant financial monologues. The entire performance relies on market imagination.If in a hurry, skip the first 15 to 30 mins. You can't miss what follows. American housing flickers, Kansas manufacturing hums, and in Asia the monetary plumbing begins to shake. I explore why China’s rush for gold and silver may mark a moment of serious realignment, not a dollar crisis but a yuan debasement in disguise. From red cabbage money growth to America’s quiet advantage in gold reserves, this episode follows the strange heartbeat of global liquidity. Traders sense it, investors feel it, and the numbers whisper change. Listen to Acid Breath and step inside the wave function of markets before the next revaluation begins.𝔸𝕔𝕚𝕕 ℂ𝕒𝕡𝕚𝕥𝕒𝕝𝕚𝕤𝕥™ 🖤⚔️💣Support the show⬇️ Subscribe on Patreon or Substack for full episodes ⬇️https://www.patreon.com/HughHendryhttps://hughhendry.substack.comhttps://www.instagram.com/hughhendryofficialhttps://blancbleustbarts.comhttps://www.instagram.com/blancbleuofficial⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts!🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X📩 Substack👂Listen and 🔥 Subscribe📺 YouTube🎧 ...
What this episode covers
Send us Fan Mail Perhaps the best, most revealing of this daily series. This is macro analysis as cabaret. The Japanese call it, rakugoka (落語家), a man in kimono, I have no kimono, seated on a cushion performing poignant financial monologues. The entire performance relies on market imagination. If in a hurry, skip the first 15 to 30 mins. You can't miss what follows. American housing flickers, Kansas manufacturing hums, and in Asia the monetary plumbing begins to shake. I exp...
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The Quantum Crisis: Gold, China, and the Trust Deficit in Markets
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