The ACID Capitalist Podcast

Acid Breath - Shadowlight - 9th October 2025


Listen Later

Send us a text

Shadowlight

A new inflation priesthood grabbed the pulpit. With officials offstage, a retail outfit called OpenBrand dropped a fresh CPI and the press sang hymns.

I torch the cosplay, then hold up the mirror. In markets, any number that moves price pretends to be truth. That is the joke. That is the trade.

Now the prints that matter. Jobless claims at 258,000. A soft miss, not a crisis. The cleanest weekly read on labor chills before payrolls.

Then the stealth masterclass. The 30 year auction. Twenty two billion at 4.45 percent. Real money bought while commentators napped. Dealers got crumbs. Indirects feasted. The world still buys the long end when it counts.

Enter Jamie Dimon, billionaire Cassandra. Correction in two years. You do not say. I show you how to hear it without flinching or fawning.

This is The Acid Breath. Market theater with scene notes. No jargon. No catechism. Just rhythm under noise.

Subscribe. Come for the mischief. Stay for the read.

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
🎧 ...

...more
View all episodesView all episodes
Download on the App Store

The ACID Capitalist PodcastBy Hugh Hendry

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

258 ratings


More shows like The ACID Capitalist Podcast

View all
Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,070 Listeners

Top Traders Unplugged by Niels Kaastrup-Larsen

Top Traders Unplugged

589 Listeners

Hidden Forces by Demetri Kofinas

Hidden Forces

1,438 Listeners

Real Vision: Finance & Investing by Real Vision Podcast Network

Real Vision: Finance & Investing

912 Listeners

Hedgeye Podcasts by Hedgeye Risk Management

Hedgeye Podcasts

200 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

362 Listeners

Palisades Gold Radio by Collin Kettell

Palisades Gold Radio

262 Listeners

Eurodollar University by Jeff Snider

Eurodollar University

465 Listeners

The Grant Williams Podcast by Grant Williams

The Grant Williams Podcast

1,343 Listeners

Wealthion - Be Financially Resilient by Wealthion

Wealthion - Be Financially Resilient

376 Listeners

Forward Guidance by Blockworks

Forward Guidance

270 Listeners

The Macro Trading Floor by Alfonso Peccatiello & Brent Donnelly

The Macro Trading Floor

220 Listeners

Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

Thoughtful Money with Adam Taggart

410 Listeners

The Julia La Roche Show by Julia La Roche

The Julia La Roche Show

63 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

156 Listeners