The ACID Capitalist Podcast

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The Mother of All Bull Markets in Treasuries with Alex Gurevich

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00:00:00 - Intro
00:01:25 - What Alex is all about…
00:03:33 - Inside the mind
00:09:40 - Permanent Portfolio
00:18:11 - Architects of capital  
00:23:42 - The journey 
00:28:00 - WTF
00:32:01 - We’re trending 
00:40:12 - Bonding 
00:43:49 - Pull your hair out
00:48:22 - Oil
00:52:10 - Golden future 
56:58:00 - Squatters paradise 

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S&P to 5,000?! 

Will markets hit 5,000 or is Zed Dead, baby? Find out on this week’s episode with guest George M. Robertson.

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00:00:00 - Titillation of the mind 
00:08:24 - Danger zone
00:11:20 - Split it open
00:19:40 - Naturally
00:35:09 - Money, money, money
00:41:00 - Fed Chair Interview 
00:44:15 - Is Zed Dead?
00:47:01 - MMT
00:52:20 - Running in place?
01:00:00 - Rustic Idea
01:11:00 - Euro$$$
01:18:22 - Always and everywhere
01:26:00 - Running with the pack

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Mark B. Spiegel @StanphylCap joins the Acid Capitalist for the conversation you’ve all been waiting for...DO NOT TRY THIS AT HOME! 

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00:00:00 - Intro
00:02:41 - Ambivalence 
00:07:00 - the edge? 
00:10:30 - Tesla tales 
00:13:22 - Fundamentally flawed? 
00:25:10 - Narrative v Reality 
00:30:33 - The Bull Case
00:33:54 - The trend is your friend
00:39:53 - Chart Madness 
00:46:51 - Long value 
00:57:62 - Seeing tomorrow 
01:00:00 - Gold, gold you’re making me old
01:09:00 - About Mark @StanphylCap 
01:10:00 - Lessons   
01:14:00 - DO NOT TRY THIS AT HOME 
01:22:32 - Risk v Reward 
01:26:00 - Portfolio ideas
01:29:12 - Cut your head off! 
01:32:00 - Be humble and flexible  

THIS IS NOT INVESTMENT ADVICE!!

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Worlds collide as Hedgeye Nation meets the tribe of Acid Capitalism.  

00:00:00 - Naked with Miss Universe 

00:02:10 - Zoolander meets Soros 

00:09:10 - TLTing @ windmills 

00:11:07 -  Goldeneye  

00:13:30 -  FED operation break shit

00:19:48 -  I’m with stupid

00:26:30 -  Anything but routine 

00:38:00 -  You’re fired! 

00:46:00 -  Risky business 

00:51:02 -  Turning Japanese 

00:55:00 - Raccoons & Rubbish  

 ***FOR ENTERTAINMENT PURPOSES ONLY***

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Hugh Hendry's Christmas special is the gift that keeps on giving! Get ready for a festive feast of financial insights and festive cheer as Sir Tom Roderick makes his triumphant return. 

00:00:00 - Looking good Billy Ray!
00:01:15 -  Sir Tom
00:03:45 - Are we going to be OK?
00:11:15 -  Big supposition 
00:19:12 -  A new year beckons 
00:36:10 - I DEMAND 
00:42:00 - Frisky Futures 
00:50:11 - Collateral Damage
00:56:54 -  Getting Real
01:00:00 - Crypto Collateral 
01:06:00 - Screaming danger 
01:09:00 - Charting Course 

 ***FOR ENTERTAINMENT PURPOSES ONLY***

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Sit down, have a glass of wine and listen to Hugh Hendry and the colourful Martin Armstrong get perpendicular and discuss the here and now...

00:00:00 - Life in the fast lane
00:01:30 - The Dismal Science 
00:06:20 - NO-ONE WANTS TO TALK MONEY
00:20:40 - Let’s play a game
00:35:20 -  Thatcher & Trump
00:44:00 -  Tell me what to do Marty
01:04:00 - The OG  

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The epic conclusion of our two part journey behind the scenes with Kylie Davies and Three Arrows Capital...THE CRASH!

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The Collapse of Three Arrows Capital: Part I with Kyle Davies

This week we have a fallen angel or maybe that should be a broken arrow? Kyle Davies will forever be associated with flying too high and crashing to zero in the crypto catastrophe of 2022. He wanted it all and he wanted more. This is the story of yet another credit bubble that elevated Mice and eviscerated Men until lenders simply begged you to take their money. And Kyle was the whale. He had the audacity to pass himself off as a hedge fund. He levered up to 4 yards. He was the recipient of all that newly minted credit and boy he sprayed money everywhere Hell crypto was going to the moon This is a story of audacity and breathtaking incompetence when you break money you break mens minds Many will judge the man, I just think it’s a fascinating story of myth and mischief, so pull up a chair and tune in... 

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

00:00:00 - Dead Bodies
00:01:00 - Origin Story
00:11:27 - No down months
00:14:00 - VAR?
00:18:30 - "Trading should be easy"
00:23:17 - ICO Craze 
00:30:10 - Lindy Man Long
00:32:00 - Razor Sharp 
00:35:38 - The COVID Dump 
00:37:14 - All in?
00:40:00 - Grayscale 
00:46:15 - The smart thing to do 
00:49:20 - A challange 
00:53:00 - Leverage 
01:00:00 - To be continued... 

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Hugh sits down with living legend, Lacy Hunt, PhD - Executive Vice President of Hoisington Investment Management. Will they achieve escape velocity?

00:00:00 - LEGENDS
00:02:02 - What is money? 
00:08:15 - Velocity 
00:23:23 - ODL
00:30:16 - 100 years of out of date
00:47:00 - Policy failures and Euro$
00:56:46 - End this depression! 
01:00:00 - Bonds and Buddhism 
01:04:00 - Learning to listen 
01:11:00 - An almighty downturn!

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

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Is this the end? Featuring special guest Jeffrey Sherman, Deputy CIO DoubleLine.

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00:00:00 - Alchemy 
00:00:54 - Hello Hugh
00:01:40 - The Sherman Show
00:02:50 - $$$$$100 yard football field 
00:05:10 - Only one Jeff
00:14:20 - Read Jane Austen
00:22:48 - What does it take?!
00:31:22 - Mirror mirror on the wall
00:36:25 - I want to lick the honey 
00:42:24 - The virtue of experience 
00:49:49 - The impermanence of life
00:59:02 - the end?
01:06:50 - The $ has lost sovereignty 
01:14:00 - Against the gods

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