The ACID Capitalist Podcast

Macro Christmas Confessions


Listen Later

Send us a text

Ever attended a Hedge Fund Christmas Party? We've super charged the subtitles as we welcome back the Scottish tornado, Chris Sweeney to once more chronicle the inner workings of Hugh's orthogonal Eclectica Fund. The boys use his monthly client letters as a Hedge Fund boot camp to reveal what he was really thinking at the time and why he made the decisions he did. No Hedge Fund wannabee can afford to miss the journey to the present day where Hugh reveals and expounds upon his latest macro insights and his chagrin for those that got away.

This week, we examine Hugh's relationship with Crispin Odey, his vexation at seeing music business valuations explode to the upside this year. He rues his failure to buy EMI back in 2005 when valuations where just 5% to 10% of today's levels. It all makes for A Blue Christmas, the boys are channelling Elvis as they pick over this week's big currency gyrations from Turkey, a country of 85 million inhabitants with a GDP equal to less than a quarter of the value of Apple's stock market capitalisation. Apples and Turkey...merry Christmas one and all.

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

3,073 Listeners

Top Traders Unplugged by Niels Kaastrup-Larsen

Top Traders Unplugged

589 Listeners

Hidden Forces by Demetri Kofinas

Hidden Forces

1,441 Listeners

Real Vision: Finance & Investing by Real Vision Podcast Network

Real Vision: Finance & Investing

903 Listeners

Hedgeye Podcasts by Hedgeye Risk Management

Hedgeye Podcasts

199 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

359 Listeners

Palisades Gold Radio by Collin Kettell

Palisades Gold Radio

262 Listeners

Eurodollar University by Jeff Snider

Eurodollar University

467 Listeners

The Grant Williams Podcast by Grant Williams

The Grant Williams Podcast

1,346 Listeners

Wealthion - Be Financially Resilient by Wealthion

Wealthion - Be Financially Resilient

374 Listeners

Forward Guidance by Blockworks

Forward Guidance

277 Listeners

The Macro Trading Floor by Alfonso Peccatiello & Brent Donnelly

The Macro Trading Floor

214 Listeners

Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

Thoughtful Money with Adam Taggart

419 Listeners

The Julia La Roche Show by Julia La Roche

The Julia La Roche Show

69 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

162 Listeners