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    Acid Therapy - Episode 2

    en-gbMarch 11, 2024
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    About this Episode

    Ladies and gentlemen, daredevils of the financial markets, connoisseurs of the unconventional, welcome back to what I've cheekily dubbed "Acid Therapy" with the indomitable Denise Shull. If you thought our first Tango-in-Paris was a trip down the rabbit hole, brace yourselves for a sequel that delves deeper into the psyche of trading, investing, and the emotional rollercoaster that accompanies the pursuit of pecuniary success.

    In this episode, we peel back the layers of the market's psyche with Denise;  tackle the taboo, the unspoken truth that emotion is not just a part of decision-making; it is the cornerstone. Forget the mantra of the suits, that its cold, calculated logic. Nah, that's subterfuge, throwing you off the money trail. I'm here to tell you that to navigate the tumultuous seas of the market, you need to embrace the storm within.

    Denise challenges the notion that emotion and reason are at odds. Instead, she proposes that they are the yin and yang of successful trading. We explore the idea that your gut feeling isn't just old pizza acting up – it's your brain's way of pattern recognition, an unconscious intuition honed by experience and expertise. We dive into the controversial, discuss how the very emotions we're told to suppress could be the compass guiding us through the market's treacherous terrain.

    We also confront the uncomfortable, admitting that sometimes, despite our best analysis and emotional intuition, the market can still blindside us. It's a humbling reminder that we're playing a game with no guarantees, only educated gambles. It's absolutely orgasmic.

    And for those of you who are as intrigued by these conversations as I am, I invite you to join the Acid Capitalist Tribe on Patreon. There, you'll get the full-length versions of all my podcasts, including this eye-opening dialogue with Denise, and other exclusive content that's too hot for the mainstream. Dive into the deep end with us, subscribe to me on Patreon to listen to the full episode.

    ⬇️ Subscribe on Patreon for full episodes ⬇️

    https://www.patreon.com/HughHendry

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    THIS IS NOT INVESTMENT ADVICE!

    Recent Episodes from The Acid Capitalist podcast

    Acid Therapy - Episode 2

    Acid Therapy - Episode 2

    Ladies and gentlemen, daredevils of the financial markets, connoisseurs of the unconventional, welcome back to what I've cheekily dubbed "Acid Therapy" with the indomitable Denise Shull. If you thought our first Tango-in-Paris was a trip down the rabbit hole, brace yourselves for a sequel that delves deeper into the psyche of trading, investing, and the emotional rollercoaster that accompanies the pursuit of pecuniary success.

    In this episode, we peel back the layers of the market's psyche with Denise;  tackle the taboo, the unspoken truth that emotion is not just a part of decision-making; it is the cornerstone. Forget the mantra of the suits, that its cold, calculated logic. Nah, that's subterfuge, throwing you off the money trail. I'm here to tell you that to navigate the tumultuous seas of the market, you need to embrace the storm within.

    Denise challenges the notion that emotion and reason are at odds. Instead, she proposes that they are the yin and yang of successful trading. We explore the idea that your gut feeling isn't just old pizza acting up – it's your brain's way of pattern recognition, an unconscious intuition honed by experience and expertise. We dive into the controversial, discuss how the very emotions we're told to suppress could be the compass guiding us through the market's treacherous terrain.

    We also confront the uncomfortable, admitting that sometimes, despite our best analysis and emotional intuition, the market can still blindside us. It's a humbling reminder that we're playing a game with no guarantees, only educated gambles. It's absolutely orgasmic.

    And for those of you who are as intrigued by these conversations as I am, I invite you to join the Acid Capitalist Tribe on Patreon. There, you'll get the full-length versions of all my podcasts, including this eye-opening dialogue with Denise, and other exclusive content that's too hot for the mainstream. Dive into the deep end with us, subscribe to me on Patreon to listen to the full episode.

    ⬇️ Subscribe on Patreon for full episodes ⬇️

    https://www.patreon.com/HughHendry

    ⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts!

    🧢 Hats & Merch
    📸 Instagram
    🐦 Twitter / X
    📩 Substack

    👂Listen and 🔥 Subscribe

    📺 YouTube
    🎧 Apple Podcasts
    🎙️ Spotify

    🎵 Theme Song: Starspeed by MILANO

    THIS IS NOT INVESTMENT ADVICE!

    The Acid Capitalist podcast
    en-gbMarch 11, 2024

    Acid Therapy - Episode 1

    Acid Therapy - Episode 1

    Switching it up with a throwback from the archives. About a year ago, I had a series of 3 interviews with Denise Shull. She's a certified pro, cut from the same cloth as Wendy from Billions – you know, that HBO show about Bobby Axelrod, the hedge fund big shot. Denise even took a swing at the show's creators, claiming they owed her royalties for using her likeness in Wendy's character. She lost that one. Tough cookie, but sharp as hell.

    I hesitated about putting this out. It's not your usual investment talk, but maybe it's got something to say about our crazy world. Beyond that, it gets real personal. Last year was a deep dive into hurt for me, going through a separation with my life partner. Yeah, I'm the guy who married his first date. Who does that, right? Anyway, I've had time to think, and one thing missing from public life is laying it all out there. I felt the sharp pain that the chaos life sometimes throws at us. Figured maybe it's better out in the open.

    Most times, I'm cruising around playing the king-of-St-Barts, but reality is a whole lot more complex. To understand me better, I wanted to share. 'Cause we're all on this journey, and you've got to believe that open talks and exchanges are what helps us along the way. Anyway, enough rambling. Here's the first episode, just for you.

    ⬇️ Subscribe on Patreon for full episodes ⬇️

    https://www.patreon.com/HughHendry

    ⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts!

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    👂Listen and 🔥 Subscribe

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    The Acid Capitalist podcast
    en-gbMarch 09, 2024

    Is Softbank Crazy Bust?

    Is Softbank Crazy Bust?

    In this week's episode Nick Searle the from ADP podcast interviews Hugh Hendry.

    Nick and Hugh talk through Hugh’s thoughts on the outlook for 2024 and go on a macro Acid Capitalist trip along the way.

    They discuss when will the Fed cut interest rates, the 1970s and Hugh's white paper on the parallels between the monetary landscape and the Chernobyl nuclear disaster, suggesting that attempts by central banks to control economic temperature may lead to unintended consequences. They also cover Hugh’s view of Japan, Greyscale, Bitcoin and the price of Gold. Hugh also discusses arguing with his 'AI version of himself'.

    Nick's book suggestion is The Creative Act by Rick Rubin

    ⬇️ Subscribe on Patreon for full episodes ⬇️

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    The Acid Capitalist podcast
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    Is The 40 Year Bond Bull Market OVER? Jeffrey Gundlach & The Acid Capitalist Discuss.

    Here is a sneak peak from my 38 minute full video that I dorpped on my Patreon last week.

    To get exclusive access to all of my content as soon as it´s released, sign up today and I´ll see you in there.

    THIS IS NOT INVESTMENT ADVICE!!

    ⬇️ Subscribe on Patreon for full episodes ⬇️

    https://www.patreon.com/HughHendry

    ⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts!

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    ⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️

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    I randomly managed to watch a recent interview on Bloomberg with a talking head from Invesco.

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    A science of profanities.

    But hat tip to the Bloomberg anchor, Tom Keane, for asking the most pertinent question,

    "Aren't you just making this up as you go along ?"

    A lot of the interview discusses investment strategy at the fabled end of the cycle. What cycle you might ask. The rates cycle ? The Fed seems to have indicated that hikes are ending.

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    We discuss.

    ⬇️ Subscribe on Patreon for full episodes ⬇️

    https://www.patreon.com/HughHendry

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    The Acid Capitalist podcast
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    The World´s #1 Bond Trader Reveals His Next Money Making Trade. Exclusive Interview With Bob Treue

    The World´s #1 Bond Trader Reveals His Next Money Making Trade. Exclusive Interview With Bob Treue

    Watch the entire conversation at https://www.patreon.com/HughHendry 

    **THIS IS NOT INVESTMENT ADVICE!!**

    ⬇️ Subscribe on Patreon for full episodes ⬇️

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    The Acid Capitalist podcast
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    Watch the entire conversation at https://www.patreon.com/HughHendry 

    **THIS IS NOT INVESTMENT ADVICE!!**

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    The Acid Capitalist podcast
    en-gbAugust 26, 2023

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    Macro Musings with Jim Bianco (preview)

    Listen to the entire conversation at https://www.patreon.com/HughHendry 


    ***THIS IS NOT INVESTMENT ADVICE!!***

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    The Acid Capitalist podcast
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    The Approaching Macro Shock Wave with Skanda Amarnath (public preview)

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    ***THIS IS NOT INVESTMENT ADVICE!!***

    ⬇️ Subscribe on Patreon for full episodes ⬇️

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    The Acid Capitalist podcast
    en-gbAugust 11, 2023
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