Send us a text A market story is only as good as the portfolio that can survive it. Hugh Hendry sat down in London to explore risk from first principles. Why playful, curious, even mischievous thinking can beat credentialed certainty, and how to build an allocation that thrives whether AI delivers a productivity super‑cycle or ushers in painful dislocation. The conversation tugs at the great plaster on the body politic : consumer sentiment scraping historic lows while prosperity narratives so...
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Send us a text A market story is only as good as the portfolio that can survive it. Hugh Hendry sat down in London to explore risk from first principles. Why playful, curious, even mischievous thinking can beat credentialed certainty, and how to build an allocation that thrives whether AI delivers a productivity super‑cycle or ushers in painful dislocation. The conversation tugs at the great plaster on the body politic : consumer sentiment scraping historic lows while prosperity narratives so...
Acid Breath. Inside the Macro Storm: Fed Policy, TSMC Earnings, and the Next Credit Crunch
The ACID Capitalist Podcast
45 minutes
1 month ago
Acid Breath. Inside the Macro Storm: Fed Policy, TSMC Earnings, and the Next Credit Crunch
Send us a text There’s a smell in the air, that faint electric tang before a storm. The markets are choppy, the screens green and red in alternating flickers, and behind it all you can almost hear the static of something old returning. In this episode of Acid Breath, I drive straight through the fog. The Philadelphia Fed survey just recorded its steepest drop since 2020; the factory heartbeat of America skipping hard. Across the Pacific, Taiwan Semiconductor printed perfection: record profits...
The ACID Capitalist Podcast
Send us a text A market story is only as good as the portfolio that can survive it. Hugh Hendry sat down in London to explore risk from first principles. Why playful, curious, even mischievous thinking can beat credentialed certainty, and how to build an allocation that thrives whether AI delivers a productivity super‑cycle or ushers in painful dislocation. The conversation tugs at the great plaster on the body politic : consumer sentiment scraping historic lows while prosperity narratives so...
