The ACID Capitalist Podcast
The ACID Capitalist Podcast
Hugh Hendry
Is the Market Running Out of Money?
1 hour 21 minutes Posted Nov 6, 2025 at 3:00 am.
Wind, Verse, And Opening Jitters
Mind The Gap And Chart Signals
Supreme Court, Tariffs, And New York Politics
Dollar Index As Liquidity Barometer
Eurodollar, Collateral, And Invisible Money
Freight, Invoicing, And A Collateral Slowdown
Bearish Calls, Pullbacks, And Market Discipline
Bitcoin, Options, And Meme Stock Logic
Palantir, Pullbacks, And Risk Management
Is Apple Right To Sit Out AI?
Jobs Data, AI Automation, And Wage Signals
Are We Entering A Collateral Recession?
Odd Headlines, Gratitude, And Sign Off
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Show notes
Send us Fan Mail What if the cleanest read on market risk isn’t a sentiment index but the dollar itself? We connect the dots from DXY’s slide and rebound to the invisible gears of Eurodollar credit, showing how collateral breathes through trade invoices, repos, and leverage, and how that breath has begun to shorten. From port softness and a reported 17% drop in trucking volumes to tighter haircuts and slower factoring, we map the quiet contraction that can force risk assets to pay a toll in t...