There Will Be Blood
from The ACID Capitalist Podcast Hosted by Hugh Hendry
Send us Fan Mail There will be blood. Let’s discuss. The Acid Capitalist continues to fume about injustices. He has the Fed and the mercantilistes in his sights. First the global economy has failed to regain its previous trajectory of greater prosperity ever since the Great Financial Crisis of 2008. GDP is lost somewhere over the Atlantic, destination unknown. The economy has recovered for sure but its no way near the level that a rational investor at the turn of the century might reasonably have expected. The shortfall at the global level might be more than $20 trillion. It’s absence froments social anger. There will be blood. 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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What this episode covers
Send us Fan Mail There will be blood. Let’s discuss. The Acid Capitalist continues to fume about injustices. He has the Fed and the mercantilistes in his sights. First the global economy has failed to regain its previous trajectory of greater prosperity ever since the Great Financial Crisis of 2008. GDP is lost somewhere over the Atlantic, destination unknown. The economy has recovered for sure but its no way near the level that a rational investor at the turn of the century might reasonably ...
Chapters
- 0:57 The secret sauce: Thomas Roderick
- 3:13 Gabe Plotkin/Melvin Capital – The Hairdryer Treatment
- 4:16 The Demons of renumeration
- 8:36 Chace Coleman
- 14:16 The Riff with Waves vs Tidal Waves
- 20:33 The Carnage of the Fallen Tech Angels
- 22:57 Tom Roderick: Tech Profit was Bullet Proof…UNTIL NOW
- 25:18 Where’s Pain Point for the Powell Pivot?
- 27:05 Eric Cantona: Seagulls & The Sardines
- 30:50 Treasuries are the Seagulls, the economy is the Sardines
- 32:00 TLT
- 35:49 Roderick’s Take
- 40:00 “The Arrangement – China/US”
- 43:25 The Renminbi and The Deval
- 47:00 Roderick’s take on China
- 49:40 Where should the Yuan be?
- 51:00 What's the Solution? A Withholding Tax
- 56:01 Why Equities & Corporate Bonds Don’t Apply to the Withholding Tax
- 57:00 Chinese Liquidity Crisis Brewing with the Chinese Banking System
- 1:12:30 Roderick attacking the HK Peg
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