Episódios
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Why Acid Meditation Matters for Investors: Embracing Complexity and the Chaos Within
Dear friends
I’m launching a meditation series that, I admit, may seem far afield from my usual punk-macroeconomic analysis. But this is no gimmick. It’s an exploration of how mastering the inner world of your mind can make you a better investor and a more resilient human being.
Why It’s Worth Your AttentionYou might be asking, “Why should I, a seasoned or aspiring investor, care about meditation?” Here’s the brutal truth: Most investors lose money not because of bad strategies, but because they can’t manage their own emotions. Fear and greed are more dangerous than any market downturn. Acid Meditation is my answer to that problem. It’s about developing the mental architecture to withstand volatility, to spot and accept serendipity, and to harness the power of the unknown.
I’ve taken risks all my life. I know what it feels like to be on the edge, both financially and existentially. This meditation series is a distillation of that experience: a guide for how I’ve sought to understand not just the market but the deeper truths that govern my existence.
So, if you’re ready to challenge yourself, to engage with complexity rather than flee from it, and to elevate your thinking in a world that demands constant adaptation, then join me. Acid Meditation isn’t just for seekers of peace; it’s for warriors of the mind, those who dare to think differently and profit from it.
Let’s explore the edge together.
Hugh
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Mike Lynch, a man who faced down the giant of US Justice, out maneuvered the legal behemoths, took on the law and emerged victorious—only to be taken by the cold, capricious hand of Mother Nature. Imagine it: overcoming insurmountable odds, the weight of the world against you, and yet, you rise. Then, in a cruel twist, you're snuffed out by the very seas that should’ve carried you home on a joyous victory lap of vindication.
And the loss of his number two, also acquitted by the US courts, on the very same day? That smacks of something truly out of whack—a malevolent force, a Keyser Söze-like figure, flexing its vindictive contempt. The unruly seas didn’t just take six lives; they dragged HP's corporate secrets to the seabed, locked away in the depths, perhaps forever.
Was it mere misfortune, or was there something more sinister at play? Watch this video, and together we’ll explore what might just be the greatest unfinished story of the 21st century. The seas may have claimed their due, but the truth is still out there, waiting to surface. R.I.P. Mike Lynch.⬇️ Subscribe on Patreon or Substack for full episodes ⬇️
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Step into the dim glow of our dive bar of financial musings in the humid, Caribbean night air, where the ACID Capitalist, Hugh Hendry, the sardonic Brent Johnson (@SantiagoAuFund), and the ever-perceptive Tracy Shuchart (@chigrl) huddle over a table of half-empty glasses and half-baked theories. This is a raw, unfiltered exploration into the underbelly of macroeconomics.
We wander through the shadowy corridors of USD fluctuations, peer into the abyss of interest rate procrastinations, and mull over the geopolitical chess moves of giants like the US, Japan, and China. The conversation flows like a blues riff, touching on the gritty realities of commodities and financial trends.
Expect contrarian views and insights that cut through the noise, all served with a side of existential reflection. This is more than a podcast; it’s a night at the bar with the sharpest minds in finance, pondering the chaos and beauty of the global market. Grab a drink, pull up a chair, and join us for a conversation that’s as unpredictable as it is enlightening.⬇️ Subscribe on Patreon or Substack for full episodes ⬇️
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Some folks possess the philosophers stone. Me? I just have this fabulous oversized sofa at Maison Blanc Bleu, and as this glorious weekend unfolds, I'm rolling out my life creed.
Journeys morph and twist. I embarked on an epic voyage from a haunting housing project to a chouette Caribbean island. Sacrifices were made, asses were kissed, and I, a prodigious child of circumstance, sucked the ring from every hand. But that chapter has concluded. I've arrived.
And now, it's time to kick back and embrace The Fool's Journey—the card without a number, the path that few dare tread. I'm ready to embrace it, to open my arms wide to the chaos of existence. For years, I was a closed, focused vessel, unable to receive the love that so many offered. But now, the pipes are unclogged, the channels are clear, and I'm finally ready to let it all in.
So forgive me if it seems like a train wreck from the outside, but let me declare it loud and clear: I'm having the time of my damn life. How many of us can honestly say that?
But baby, just don’t be sick on my sofa…⬇️ Subscribe on Patreon or Substack for full episodes ⬇️
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Strap in for a wild ride through the cannabis revolution with Peter Barsoom, the mastermind behind 1906, where ancient botanicals meet modern science in a dazzling maze of Dadaist innovation. In this episode, Peter takes us behind the scenes of crafting cannabis products that aren't just about getting high—they're about elevating your well-being. From the gritty details of pioneering the industry's first fast-acting edibles to redefining everyday wellness, Peter shares how his Wall Street savvy catapulted 1906 into the spotlight of the green rush.
Tune in as The ACID Capitalist lights up on some yellow GENIUS pills and gains perspective on the burgeoning world of bespoke cannabis with insights only a veteran like Peter could offer. It's not just a podcast; it's a gateway to the new age of enlightened Investment Dadaism.
And there’s more…The ACID Capitalist and 1906 are collaborating and offering a $5 discount off any tin purchased with the code ACIDCAPITALIST. We’re not just rejecting traditional investment conventions, we’re gone challenge the established norms of risk markets.⬇️ Subscribe on Patreon or Substack for full episodes ⬇️
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Welcome to a journey into the gold markets on today’s podcast, where I, alongside a valued member from the John Galt community, dive deep into the glittering realms of gold trading. For the next 50 minutes, we’re going to tackle some burning questions, slicing through the noise with sharp insights and fearless forecasts.
Whether you're a battle-hardened trader or a curious onlooker ready to dip your toes into the gold rush, strap in. We're set to explore everything from market dynamics to cunning trading strategies, ensuring you walk away with a treasure trove of knowledge. Let the gold games begin! And dear John Galts, line-up, let’s do more…⬇️ Subscribe on Patreon or Substack for full episodes ⬇️
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Step off Wall Street's grimy sidewalks and plunge into the wilderness with the ACID Capitalist as your guide on another mind-bending journey. We've connected with Tom Morgan, a standout from this year's Ira Sohn conference and a fellow traveler lost in the financial wilds. Tom tells me that it's fantastic being telepathic, that he’s read my mind, that things are really drastic…
With Tom as our wandering star, we explore the possibilities of finance's future, navigating the abstract without seeking anything specific. We're the shamans of finance, venturing into risk, creativity, and the art of foresight, our vision blurred by last night's tequila.
We share stories of profound revelations and the rare, gonzo path less traveled, challenging the monotony of corporate life. This journey is not just another finance podcast; it's an exploration of curiosity's core.
We delve into the brain's right hemisphere, we’re out there on the perpendicular, not searching for anything in particular, maybe seeking life's meaning, syncing with Jung's synchronicity, and pondering the ego's demise. Is our spiritual quest merely a competitive climb, an infinite loop ?
Here's the paradox: As AI challenges the left hemisphere's relevance, might the shamans, the daring outsiders, become finance's new deities ?
Dare to listen and let your mind wander the fringes of finance's future.
Also, be sure to watch Tom's 5 minutes of wisdom: https://x.com/tomowenmorgan/status/1775957154521821593⬇️ Subscribe on Patreon or Substack for full episodes ⬇️
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Dive into the vaults with the ACID Capitalist, as I resurrect a mentoring session from July '23, "The Path to Serfdom". The young Padawan and I dissect the how and why of the financial depression gripping the majority, questioning the orthodoxies that pin us down in a world seemingly designed by and for the elite.
This isn't a chat; it's a rebel yell, seeking to redefine what we accept as economic 'normalcy'. Gear up for a discursive journey through the financial wilderness, where no question is too sacred, no theory too outlandish. We don’t like slavery, we won’t beg but with a rebel yell, we’ll take more, more, more.
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Welcome back, my enlightened audience, to another episode of Acid Therapy, where yours truly, The Acid Capitalist, delves once more into the mental maelstrom with Denise Shull's guidance.
This episode serves as a serenade to the chaos of existence, exploring a myriad of topics from the rollercoaster of my personal life to the philosophical musings that keep the midnight oil burning. Denise skillfully prods and pokes at the fabric of my psyche, unraveling threads of my past, my dance with financial peril, and my unwavering quest to find meaning in the madness. From the stress of nearing completion on a villa project to childhood recollections shaping my adult anxieties, each moment leads us closer to unraveling the enigma of The Acid Capitalist.
So, brace for impact; this one cuts deep.
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Ladies and gentlemen, daredevils of the financial markets, connoisseurs of the unconventional, welcome back to what I've cheekily dubbed "Acid Therapy" with the indomitable Denise Shull. If you thought our first Tango-in-Paris was a trip down the rabbit hole, brace yourselves for a sequel that delves deeper into the psyche of trading, investing, and the emotional rollercoaster that accompanies the pursuit of pecuniary success.
In this episode, we peel back the layers of the market's psyche with Denise; tackle the taboo, the unspoken truth that emotion is not just a part of decision-making; it is the cornerstone. Forget the mantra of the suits, that its cold, calculated logic. Nah, that's subterfuge, throwing you off the money trail. I'm here to tell you that to navigate the tumultuous seas of the market, you need to embrace the storm within.
Denise challenges the notion that emotion and reason are at odds. Instead, she proposes that they are the yin and yang of successful trading. We explore the idea that your gut feeling isn't just old pizza acting up – it's your brain's way of pattern recognition, an unconscious intuition honed by experience and expertise. We dive into the controversial, discuss how the very emotions we're told to suppress could be the compass guiding us through the market's treacherous terrain.
We also confront the uncomfortable, admitting that sometimes, despite our best analysis and emotional intuition, the market can still blindside us. It's a humbling reminder that we're playing a game with no guarantees, only educated gambles. It's absolutely orgasmic.
And for those of you who are as intrigued by these conversations as I am, I invite you to join the Acid Capitalist Tribe on Patreon. There, you'll get the full-length versions of all my podcasts, including this eye-opening dialogue with Denise, and other exclusive content that's too hot for the mainstream. Dive into the deep end with us, subscribe to me on Patreon to listen to the full episode.⬇️ Subscribe on Patreon or Substack for full episodes ⬇️
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Switching it up with a throwback from the archives. About a year ago, I had a series of 3 interviews with Denise Shull. She's a certified pro, cut from the same cloth as Wendy from Billions – you know, that HBO show about Bobby Axelrod, the hedge fund big shot. Denise even took a swing at the show's creators, claiming they owed her royalties for using her likeness in Wendy's character. She lost that one. Tough cookie, but sharp as hell.
I hesitated about putting this out. It's not your usual investment talk, but maybe it's got something to say about our crazy world. Beyond that, it gets real personal. Last year was a deep dive into hurt for me, going through a separation with my life partner. Yeah, I'm the guy who married his first date. Who does that, right? Anyway, I've had time to think, and one thing missing from public life is laying it all out there. I felt the sharp pain that the chaos life sometimes throws at us. Figured maybe it's better out in the open.
Most times, I'm cruising around playing the king-of-St-Barts, but reality is a whole lot more complex. To understand me better, I wanted to share. 'Cause we're all on this journey, and you've got to believe that open talks and exchanges are what helps us along the way. Anyway, enough rambling. Here's the first episode, just for you.
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In this week's episode Nick Searle the from ADP podcast interviews Hugh Hendry.
Nick and Hugh talk through Hugh’s thoughts on the outlook for 2024 and go on a macro Acid Capitalist trip along the way.They discuss when will the Fed cut interest rates, the 1970s and Hugh's white paper on the parallels between the monetary landscape and the Chernobyl nuclear disaster, suggesting that attempts by central banks to control economic temperature may lead to unintended consequences. They also cover Hugh’s view of Japan, Greyscale, Bitcoin and the price of Gold. Hugh also discusses arguing with his 'AI version of himself'.
Nick's book suggestion is The Creative Act by Rick Rubin
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Here is a sneak peak from my 38 minute full video that I dorpped on my Patreon last week.
To get exclusive access to all of my content as soon as it´s released, sign up today and I´ll see you in there.
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Here is a behind the scenes interview I gave at the Bitcoin conference in Amsterdam with Isabella from Bitcoin Magazine.
I've dropped a couple of short videos from this interview, but here you can enjoy the full audio.In this interview we discuss why I don't believe Bitcoin is going to fix every issue the current system has, as well as so much more.
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This video was originally released on my Patreon. To get exclusive access to all of my content as soon as it´s released, sign up today and I´ll see you in there.
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I randomly managed to watch a recent interview on Bloomberg with a talking head from Invesco.I found it priceless. The nonsense that's spoken by the biggest investors. Words, endless words, jargon
A science of profanities.
But hat tip to the Bloomberg anchor, Tom Keane, for asking the most pertinent question,
"Aren't you just making this up as you go along ?"
A lot of the interview discusses investment strategy at the fabled end of the cycle. What cycle you might ask. The rates cycle ? The Fed seems to have indicated that hikes are ending.
Will the US economic cycle end ? It continues to surprise on the upside but surely its days are numbered ? There's a discussion about the equity risk premium. A means of considering the relative attraction of stocks versus bonds. Everyone is against the Treasury market currently. But the equity risk premium is urging caution on equities.
We discuss.
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Watch the entire conversation at https://www.patreon.com/HughHendry
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Brent, George, Hugh and Jeff sit down to discuss FX and the Japanese Yen and Chinese Yuan devaluation, monetary policy, Fed actions and the yield curve.
Watch the entire conversation at https://www.patreon.com/HughHendry
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Listen to the entire conversation at https://www.patreon.com/HughHendry
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The Approaching Macro Shock Wave with Skanda Amarnath (public preview)
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Inflation Collision Course with Bob Elliot (Preview)
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