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Podcast: The ACID Capitalist Podcast
Episode: Acid Breath - The Deal - 8th October 2025
Description: Send us Fan MailDay eight of the shutdown, no data, no scoreboard, just thunder over St Barts and my voice in the dark. The Philly Fed whispers life and the Fed’s month-old minutes somehow steal the show: dovish, nervous, and oddly triumphant. I talk about Stephen Miran’s population shocks: millions arriving, then vanishing, the beat that moves jobs and rents faster than the Fed can blink. I take you from Malta to Tokyo, from tariffs to the Kobayashi test, asking why America leads, Japan staggers, and everyone else watches...