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Podcast: The ACID Capitalist Podcast
Episode: Acid Breath. Inside the Macro Storm: Fed Policy, TSMC Earnings, and the Next Credit Crunch
Description: Send us Fan MailThere’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, guidance raised again, AI demand still climbing precipitously fast. Two worlds, on...