The ACID Capitalist Podcast

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I try and answer your questions relating to my recent twitter outburst regarding the role of negative interest rates. I explain how the external trading value of the dollar is being held hostage. That the US has lost its exorbitant privilege. Yes, it can still print money, should its private sector banks be willing, however it can no longer lower the external value of the dollar vis-a-vis its trading partners. The mercantilists have gained the upper-hand. I try and explain how negative US dollar rates might represent a valid and rational attempt to free the US from such serfdom. Give me 48 hours and I'll clean up the transcript. And I'm putting together a video montage for my YouTube channel - ever wondered how the Treasury pleading with the G7 would look inside my head? Stay tuned.

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Losing $40m over 2 months. My first rookie mistake - too much risk. Gold approaching $400. It would stay there next 3 years but the shares were going to surge. Everything screamed buy. Except they wobbled first. Survivors dig shallow’er graves - selling my beloved stocks.

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Gold stocks surging. Fund performance recovers. Explaining the explosive convexity of gold miners. Another hedge fund manager from Glasgow - his family built ships. Nokia a tale of then and now. An unhappy time in Mustique and David Yarrow convinces me to set up my own business. Fund +4.1pc FTSE All Share -9.8pc.

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The gold stocks arrive @ Eclectica  A very deep gold mine  Buying the WORST in case you're proved correct. Plasticine Macro trader. Barry Callebaut. A party overlooking Red Square with Jimmie, Mark & Nassim. Fund +1.8pc FTSE All Share -6.9pc.

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1 Month Eclectica Fund -0.1%; FTSE All Share +0.8%
YTD Eclectica Fund -4.9%; FTSE All Share +9.0%

What did I do when I discovered Amsterdam commodities?
In my head, the voices are saying, there's gonna be a commodity boom!
But it's incredibly hard to find equity exposure because investment banks just present you more of what worked last time. All we could find were strange creatures like Amsterdam commodities: no website, absolutely zero interest in talking to us…
That’s why they call it a brave new world…

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I cry, You Cry. New babies, catching fallen angels, too early for rate cuts.

Baptism of fire: launching a global macro hedge fund at the bottom of the bear market.

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