The ACID Capitalist Podcast

Confessions XIX: Is Bitcoin Lehman? (March 2005)


Listen Later

Send us a text

Macro Hedge Fund Manager offers more global insights and delivers a shellacking of Elon Musk, Tesla, and their incestuous menage-à-trois with Bitcoin. Comparing the ESG mood to the anti-bank sentiment in the 1930s, he compares Bitcoin with Lehman Brothers; is one as incongruous as the other? He takes us from a critique of dirty bitcoin to a deep dive into the Chinese steel industry - showing why the moribund steel sector could be poised to enter a bull market.

Hedge Fund pirate Hugh Hendry and co-host Chris Sweeney chronicle the inner workings of the uncorrelated and legendary Eclectica Fund using its monthly client letters as a Hedge Fund boot camp to reveal what he was thinking and why he made the decisions he did, in real time. No new Hedge Fund wannabee can afford to miss the journey to the present day where Hugh reveals and expounds upon his latest macro insights.

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

3,067 Listeners

Top Traders Unplugged by Niels Kaastrup-Larsen

Top Traders Unplugged

588 Listeners

Hidden Forces by Demetri Kofinas

Hidden Forces

1,436 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

360 Listeners

Palisades Gold Radio by Collin Kettell

Palisades Gold Radio

263 Listeners

Eurodollar University by Jeff Snider

Eurodollar University

463 Listeners

The Grant Williams Podcast by Grant Williams

The Grant Williams Podcast

1,340 Listeners

Wealthion - Be Financially Resilient by Wealthion

Wealthion - Be Financially Resilient

371 Listeners

Forward Guidance by Blockworks

Forward Guidance

270 Listeners

The Macro Trading Floor by Alfonso Peccatiello & Brent Donnelly

The Macro Trading Floor

217 Listeners

Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

Thoughtful Money with Adam Taggart

415 Listeners

The Julia La Roche Show by Julia La Roche

The Julia La Roche Show

62 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

159 Listeners