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The ACID Capitalist Podcast

Hugh Hendry

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


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  • 22 episodes
  • Avg 56 min
  • English

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  • Oct 24, 2025 · 1 hr 28 min

    The Quantum Crisis: Gold, China, and the Trust Deficit in Markets

    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 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/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 🎧 ...

  • Oct 23, 2025 · 50 min

    Did Gold Just Crash…or Reset?

    Send us Fan Mail ʏᴇꜱᴛᴇʀᴅᴀʏ’ꜱ ᴛʀᴀᴅɪɴɢ ꜰᴇʟᴛ ʟɪᴋᴇ ᴀ ᴍɪʀᴀɢᴇ. ᴛʜᴇ ᴍᴀʀᴋᴇᴛ ʟᴏᴏᴋᴇᴅ ᴄᴀʟᴍ, ʏᴇᴛ ᴜɴᴅᴇʀ ᴛʜᴇ ꜱᴜʀꜰᴀᴄᴇ ᴛʜᴇʀᴇ ᴡᴀꜱ ꜱʜᴀᴋᴇꜱᴘᴇᴀʀᴇᴀɴ ᴅʀᴀᴍᴀ. ꜱᴛᴏᴄᴋꜱ ᴅɪᴇᴅ ɪɴ ᴘʟᴀɪɴ ꜱɪɢʜᴛ ᴡʜɪʟᴇ ᴛʜᴇ ɪɴᴅᴇx ʙᴀʀᴇʟʏ ʙʟɪɴᴋᴇᴅ. ɢᴏʟᴅ ᴛʀᴇᴍᴏʀꜱ ᴄᴏɴᴛɪɴᴜᴇᴅ ꜰᴏʟʟᴏᴡɪɴɢ ɪᴛꜱ ᴛʜʀᴇᴇ ꜱɪɢᴍᴀ ᴅᴀʏ,ᴛʜᴇ ᴋɪɴᴅ ᴏꜰ ᴍᴏᴠᴇ ᴛʜᴀᴛ ᴏɴʟʏ ᴠɪꜱɪᴛꜱ ᴏɴᴄᴇ ᴇᴠᴇʀʏ ꜰᴇᴡ ʏᴇᴀʀꜱ. ᴛʜᴇ ʙᴜꜱʜ ʙᴜʀɴᴇᴅ, ᴛʜᴇ ꜱᴏ-ᴄᴀʟʟᴇᴅ “2-ɪɴ-ᴛʜᴇ-ʙᴜꜱʜ” ꜰᴀɴᴛᴀꜱʏ ɢʀᴏᴡᴛʜ ꜱᴛᴏᴄᴋꜱ ᴡᴇʀᴇ ᴛᴏʀᴄʜᴇᴅ, ᴀɴᴅ ɪ ꜱᴀᴛ ʜᴇʀᴇ ᴡᴏɴᴅᴇʀɪɴɢ, ɪꜱ ᴛʜᴇ ᴍᴀʀᴋᴇᴛ ᴀʟɪᴠᴇ ᴏʀ ᴅᴇᴀᴅ? ɪ ᴋᴇᴘᴛ ᴄᴏᴍɪɴɢ ʙᴀᴄᴋ ᴛᴏ ꜱᴄʜʀᴏᴅɪɴɢᴇʀ’ꜱ ᴄᴀᴛ. ᴛʜᴀᴛ ᴘᴏᴏʀ ʙᴇᴀꜱᴛ ꜱᴇᴀʟᴇᴅ ɪɴ ᴀ ʙᴏx ᴡɪᴛʜ ᴀ ᴠɪᴀʟ ᴏꜰ ᴘᴏɪꜱᴏɴ, ɴᴇɪᴛʜᴇʀ ᴀʟɪᴠᴇ ɴᴏʀ ᴅᴇᴀᴅ ᴜɴᴛɪʟ ꜱᴏᴍᴇ ꜰᴏᴏʟ ᴏᴘᴇɴꜱ ᴛʜᴇ ʟɪᴅ. ɪ’ᴠᴇ ʟɪᴠᴇᴅ ᴛʜᴀᴛ ᴘᴀʀᴀᴅᴏx ᴍʏ ᴇɴᴛɪʀᴇ ᴄᴀʀᴇᴇʀ. ɪ ɴᴇᴠᴇʀ ᴡᴀɴᴛᴇᴅ ᴛᴏ ᴋɴᴏᴡ. ᴋɴᴏᴡɪɴɢ ᴋɪʟʟꜱ ᴜɴᴄᴇʀᴛᴀɪɴᴛʏ. ᴏʙꜱᴇʀᴠᴀᴛɪᴏɴ ᴄᴏʟʟᴀᴘꜱᴇꜱ ᴛʜᴇ ᴡᴀᴠᴇ ꜰᴜɴᴄᴛɪᴏɴ. ᴍᴀʀᴋᴇᴛꜱ ᴀʀᴇ ᴀ ᴄʟᴏᴜᴅ, ᴀ ꜰᴜᴢᴢʏ ᴄʟᴜꜱᴛᴇʀ ᴏꜰ ᴀʟʟ ᴘᴏꜱꜱɪʙʟᴇ ᴏᴜᴛᴄᴏᴍᴇꜱ ʜᴀᴘᴘᴇɴɪɴɢ ᴀᴛ ᴏɴᴄᴇ. ʙᴏᴏᴍ ᴀɴᴅ ʙᴜꜱᴛ, ɪɴꜰʟᴀᴛɪᴏɴ ᴀɴᴅ ᴅᴇꜰʟᴀᴛɪᴏɴ, ʙɪᴛᴄᴏɪɴ ᴀɴᴅ ʙᴏɴᴅꜱ ᴀʟʟ ᴄᴏᴇxɪꜱᴛɪɴɢ ᴜɴᴛɪʟ ᴡᴇ ʟᴏᴏᴋ, ᴜɴᴛɪʟ ᴡᴇ ᴍᴇᴀꜱᴜʀᴇ, ᴜɴᴛɪʟ ᴡᴇ ʀᴜɪɴ ɪᴛ ᴡɪᴛʜ ᴄᴇʀᴛᴀɪɴᴛʏ. ᴍᴀʀᴋᴇᴛꜱ ᴛʜʀɪᴠᴇ ɪɴ ꜱᴜᴘᴇʀᴘᴏꜱɪᴛɪᴏɴ. ᴄᴇʀᴛᴀɪɴᴛʏ ɪꜱ ᴛʜᴇ ᴋɪʟʟᴇʀ. ɢᴏʟᴅ ᴅɪᴇᴅ ʙᴇᴄᴀᴜꜱᴇ ᴇᴠᴇʀʏᴏɴᴇ ᴅᴇᴄɪᴅᴇᴅ ᴛʜᴀᴛ ᴄᴀᴛ ᴡᴀꜱ ɪᴍᴍᴏʀᴛᴀʟ. ᴛʜᴀᴛ ꜰɪᴀᴛ ᴡᴀꜱ ꜰɪɴɪꜱʜᴇᴅ, ᴛʜᴇ ᴅᴏʟʟᴀʀ ᴅᴇᴀᴅ. ᴄᴇʀᴛᴀɪɴᴛʏ, ɴᴏᴛ ᴅᴀᴛᴀ, ᴘᴏɪꜱᴏɴᴇᴅ ɢᴏʟᴅ’ꜱ ꜱɪɴɢᴜʟᴀʀɪᴛʏ. ʟɪꜱᴛᴇɴ ʙᴇꜰᴏʀᴇ ᴛʜᴇ ᴡᴀᴠᴇ ꜰᴜɴᴄᴛɪᴏɴ ᴄᴏʟʟᴀᴘꜱᴇꜱ 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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