The ACID Capitalist Podcast
The ACID Capitalist Podcast
Hugh Hendry
What If Markets Reward Vision More Than Math?
1 hour 15 minutes Posted Nov 12, 2025 at 3:00 pm.
Missed Monday, Critique Lands
Live Show Plans In London
Defining Asset Capitalism
F1 Valuations And Sports Hype
Lando Norris And Driving Blind
Listener Questions On Rates And Liquidity
Inputs, History, And Imagination
Nvidia, GPUs, And Moats
Politics, Longevity, And Sperm
Bitcoin, MicroStrategy, And Premiums
Tesla’s 20-Quarter Coil
Depreciation Games At Hyperscalers
China Yields And Equity Signals
Spirits’ Cobweb: Whiskey To Tequila
Diageo Cuts, Debt, And Options
Closing: Choose Imagination
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Show notes
Send us Fan Mail A faster lap by going blind sounds reckless until you hear Lando Norris say he drives better with the delta display switched off. That’s the spark for a bigger idea we explore: acid capitalism, where imagination and shared beliefs move markets more than the neatest spreadsheet ever can. We start with the critique that more frequent shows dilute intrigue and use it to sharpen the mission: reduce noise, focus on decision design. From there we test how narrative beats decimals ...