The ACID Capitalist Podcast

The Curse of Knowing


Listen Later

Send us a text

This show reflects on what it means to see the future too clearly and the cost of carrying that vision alone.

A few weeks ago, America burned on the monitor behind me. Cameras rolled in Santa Monica. Steve Drobny, founder of Clocktower Group, advisor in global hedge funds, told me to sit straight, but I didn't care. We discussed the future and America’s possibly undead economy.

The previous night, a girl at a Venice Beach bar asked where I’m from. “The future,” I replied. She was 30, blond, beautiful blue eyes, an image I haven’t shaken off. When you return from the future, you’re never whole. Details are too sharp, too strange. People blink. They don't want to hear it. That’s why I wear goggles. That's why they call me unhinged.

Knowing what's next doesn't give control. It gives doubt. It exiles you from Main Street.

I vibed on John Buchan’s The Gap in the Curtain. A country house, a strange German professor, a handful of guests glimpsing a year ahead. One sees a financial headline. Distant words that unravel everything. Once you've seen what's coming, you carry it like a tumor made of light.

I drew a line from that story to Saint Peter in Gethsemane. His denial wasn’t betrayal; it was fear dressed as certainty. The same fear I see in markets, politics, people I’ve loved. We say "impossible" when scared. But the future doesn't knock. It slides in through the back door. Think of me as The Back Door Man.

That's the curse, not that no one believes you, but that eventually, you stop believing yourself.

Our conversation shifted between memories: Blanc Bleu, my house in St. Barts, Bitcoin, bond markets, old debates with giants like Niall Ferguson. Moments I stood and said what no one wanted to hear.

Being early feels like being wrong until the chart catches up.

The Curse of Knowing isn't about money, it's about myth. Trading safety for clarity. Leaving comfort to speak truths no one’s ready for. It's about friends reunited, because ultimately, the only constants are those you love(d).

Hugh

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

1,436 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

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