All Episodes
The ACID Capitalist Podcast — 184 episodes
stan druckenmiller is wrong
what if the real risk is distraction.
baby bonds and snake farms.
the drugs work.
Compute Is Revenue
what if the uk is already bankrupt.
the tape is calling bullshit
double voltage. the trade no one sees.
what if your real edge is disobedience.
𝚌𝚘𝚗𝚜𝚎𝚗𝚜𝚞𝚜 𝚑𝚊𝚕𝚕𝚞𝚌𝚒𝚗𝚊𝚝𝚒𝚘𝚗.
fiat isn't a failure. it's a weapon. and bitcoin is the shield.
10x ʀɪᴄʜᴇʀ ᴏʀ ᴅᴇᴀᴅ ☠️
What If Markets Reward Vision More Than Math?
What if AI cuts jobs faster than rates can fall?
Is the Market Running Out of Money?
A One-in-a-Thousand Market Moment
What If Government Debt Isn’t Debt at All?
Do Deficits Make You Rich?
When America Pretends to Be Reckless
Copper, Gold and Trading the Fuzzy Cloud
The Quantum Crisis: Gold, China, and the Trust Deficit in Markets
Did Gold Just Crash…or Reset?
The Real Pulse of Money: Gold, Bonds, and the Hidden Trade
Acid Breath: Why Everything’s Going Up for the Wrong Reason
Acid Breath: Any Fool Could Make Money in Gold
Acid Breath. Inside the Macro Storm: Fed Policy, TSMC Earnings, and the Next Credit Crunch
Acid Breath: The Bank of the Sopranos & Unlocking Gresham's Law
Acid Breath: The Gold-Oil Puzzle
Acid Breath: The Day Silver Spoke and AI Went Industrial
Acid Breath - Rare Earth - Fri 13 October, 2025
Acid Breath - Shadowlight - 9th October 2025
Acid Breath - The Deal - 8th October 2025
Acid Breath - Kobayashi Test -7 October 2025
Acid Breath - Respect The Trend - 6 October
Acid Breath Market Wizards 3rd October
Acid Breath GOLD 2nd October, 2025
Acid Breath BIG PHARMA 1st October, 2025
Acid Breath: Stocks-to-Money, Tuesday 30 September, 2025
Acid Breath: Dopamine Monday 29 September, 2025
Acid Breath: Friday 26th September
The Autopsy of a Dying System
The Curse of Knowing
The Dollar: From Beast to Burden, P.1
The Acid Sex Tapes - Confessions of a Hedge Fund Manager
The Spice And The Ledger
Solana Saved My Ass
Shooting The Breeze
The Last Scotsman on Wall Street
A Gonzo Dive into Wall Street's Wild Side: My Chat with Derek Wallis, Head of Equity Execution at Soros
$WISE and Contrarianism
Acid Breath 7 - The Quantum Insanity of Christmas
Acid Breath 6 - The Knickerless Karate Kick
Acid Breath 5 - The Kangaroo in the Wardrobe
Acid Breath 4 - The Gateless Gate and Acid Capitalism
Acid Breath 3 - The Squirt and the Folly of MSTR
Acid Breath 2 - The Macro Blues - No Music
Acid Breath 2 - The Macro Blues
Acid Breath 1 - Complexity
Just who is Keyser Söze? The tragic end of Mike Lynch
Macro Markets Unleashed: Hugh Hendry, Brent Johnson, and Tracy Shuchart in Conversation
The ACID Capitalist Unplugged: Subscriber Q&A
The Stoned Investor Sees All
Fools Gold: The ACID Capitalist Reveals How to Trade Gold
Les Étoiles Vagabondes
The Path to Serfdom
Acid Therapy - Episode 3
Acid Therapy - Episode 2
Acid Therapy - Episode 1
Is Softbank Crazy Bust?
Is The 40 Year Bond Bull Market OVER? Jeffrey Gundlach & The Acid Capitalist Discuss.
What Do I Think Of Bitcoin?
Trading The End of the Cycle And Generating Equity Risk Premium.
The World´s #1 Bond Trader Reveals His Next Money Making Trade. Exclusive Interview With Bob Treue
Acid Capitalist Summer Camp Roundtable with Brent Johnson, George Gammon, Hugh Hendry & Jeff Snider
Macro Musings with Jim Bianco (preview)
The Approaching Macro Shock Wave with Skanda Amarnath (public preview)
Inflation Collision Course with Bob Elliot (Preview)
Acid Capitalist meets Real Vision Mashup with Andreas Steno (Preview)
Macro Jiving: Inflation? Sticky or Slip, Sliding Away with Tom Roderick
PREVIEW: Anarchists at the Fed with Steve Hanke
Preview: Venturing Across the Abyss: The Bridge of Hope w/ George Magnus
Preview: PART II The Future of Money with AllinCrypto
UNLOCKED: The Future of Money with AllinCrypto
UNLOCKED: A LIVE recording of a Different Perspective with host Nick Searle, Hugh Hendry and Barry Norris
Preview: The Repo Man Cometh... With Scott Skyrm
PREVIEW: Convexity: The Dredge Dialogue
PREVIEW: A 1-in-20 Chance of Armageddon w/ Matthew Pines
PREVIEW: Squeezed! The Wild, Untold Stories of Short-Selling w/ Marc Cohodes
Preview: Hugh Answers & Josh Asks
Preview: The End of History with Mike Green
Preview: TLT Takedown? with Russell Clark
PREVIEW: Hugh Finds Jesus with Jeff Snider
American Piggybank with Brad Setser
Judas and the Resurrection of TLT w/ Josh Answers
Ringside Rematch w/ Richard Werner
The Great, Great Depression
Quantum Solace of Finance
The Collapse of Three Arrows Capital (addendum)
The Mother of All Bull Markets in Treasuries with Alex Gurevich
S&P to 5,000?! with guest George M. Robertson
How to Make $1 Million Shorting Tesla
Balenciaga, H&M, and the Triangle of Sadness with Keith McCullough
Hugh Hendry's Christmas Carol with Tom Roderick
Life in the Fast Lane with Martin Armstrong
The Collapse of Three Arrows Capital: Part II (THE CRASH)
The Collapse of Three Arrows Capital: Part I with Kyle Davies
Escape Velocity with Lacy Hunt
The End? with Jeffrey Sherman
Ask Me Anything! (This Is Not Financial Advice!)
LIVE IN BOSTON! (2022 World Tour)
The Exorbitant Burden with Matthew C. Klein
Anarchy in the U.K.
Dark, Mysterious & Sexy Volatility
∞Infinite Price Target∞
Three Bowmen of the Apocalypse
I believe, I believe?
Hendry Goes to China: the Great GDP Swindle
Ghost in the Machine (Remix)
Voodoo Lounge with Jared Dillian
Arrogance And Conceit of BTPs with Russell Clark
Central Banking Isn't Working featuring Prof. Blanchflower
Cowboys and Pirates with Javier Blas
Crude Talk with @ChiGrl aka Tracy Shuchart
Part II: Halfway up the River with Ben Hunt
Halfway up the River with Ben Hunt
Asian Tigers with Russell Clark
👏 BONUS 👏 EDITION: 👏 Featuring Tom Roderick 👏👏👏
UFOs, Bitcoin, & the End of the World w/ Matthew Pines
Psychedelic Therapy with Denise Shull
The Week That Commodities Confirmed the Worst
CARL ICAHN'S IDIOT BUTTON
HUMPTY DUMPTY MACRO
Hurricane MACRO
Banned in China
There Will Be Blood
Buck Broke Bitcoin
Money Too Tight To Mention
The Precipe, Markets on the Brink
Risk Markets set to Self Destruct
The God Trade
The Soros Trade
Crazy Hedge Fund Idea
ACID ASSETS FOR THE MANY
HEDGE FUND INTEL
UNMISSABLE HEDGE FUND INTEL
Hedge Fund Masterclass - Make Profits Not War
HEDGE FUND MASTERCLASS - NAVIGATE EUROPE ENERGY CRISIS
HedgeFund MasterClass - Profit from Russian Conflict
HedgeFund MasterClass - The Great Carbon Swindle
HedgeFund Masterclass: CHINA CRASH 2024
Hedge Fund MasterClas - BIGGEST MACRO MISTAKE
Hedge Fund Masterclass - Shorting
Hedge Fund Masterclass - Paradoxical Investing
Hedge Fund Masterclass- Don't Look Up - Trading Convexity
Macro Christmas Confessions
Hedge Fund Masterclass - Creativity
China's Zodiac Doomsday Clock
Punk Macro Inflation
China Risk Shared Confessions by Hugh Hendry & Tom Roderick
Confessions: Hugh Hendry & Tom Roderick, Acid Capitalist
Shared Confessions: Hugh Hendry & Karinna Knobbs, Pattern Seekers
Shared Confessions: Hugh Hendry & Benedict Evans, Is it Possible to Tokenise Knowledge?
Confessions XXI: PGMs the Ethereum of Commodities
Confessions XX: Is Bitcoin going to a Million Dollars? (Apr 2005)
Confessions XIX: Is Bitcoin Lehman? (March 2005)
Confessions XVIII: I Believe (Feb 2005)
Confessions XVII: Porno (Q1 2005)
Confessions XVI: Dickcoin (Q4 2004)
Confessions XV: Bubbles (Summer 2004)
Confessions XIV: Doom Loop (March 2004)
Confessions XIII: Nuclear (Q1 2004)
Confessions XII: Loud! (4th Quarter 2003)
Confessions XI: Rebel Rebel (September 2003)
Confessions X: The Shamen (Jul/Aug 2003)
Confessions IX: St Barts Bono (June 2003)
Confessions VIII: Almost Glory (April/May 2003)
Confessions VII: Cheeky Girls & A Golden Nutmeg
Chinese Punk with Michael Pettis
Negative Vibes - Why the Reserve Currency should go Negative
February & March 2003: Massacre of the Beloved
January 2003: How many times can you say sorry?
December 2002: Commodity Speculator Paradise
November 2002: Is there something better than great sex?
October 2002: Baptism of Fire