The ACID Capitalist Podcast
The ACID Capitalist Podcast
Hugh Hendry
Acid Breath: Why Everything’s Going Up for the Wrong Reason
1 hour 5 minutes Posted Oct 21, 2025 at 4:00 am.
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Send us Fan Mail Creativity, Chaos, and the Signals That Matter Gold's ripping, stocks are ripping, but this isn't a hedge, it's a hallucination. In today's episode, I break down the paradox of rising fear assets and euphoria trades moving in sync. We bounce off China's Q3 GDP: if the US won't provide data, the Chinese will. And I revisit how creativity really works, not through structure, but through a blissful surrender. Then we take another stab at valuing gold in a...