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Podcast: The ACID Capitalist Podcast
Episode: 10x ʀɪᴄʜᴇʀ ᴏʀ ᴅᴇᴀᴅ ☠️
Description: Send us Fan MailA market story is only as good as the portfolio that can survive it. Hugh Hendry sat down in London to explore risk from first principles. Why playful, curious, even mischievous thinking can beat credentialed certainty, and how to build an allocation that thrives whether AI delivers a productivity super‑cycle or ushers in painful dislocation. The conversation tugs at the great plaster on the body politic : consumer sentiment scraping historic lows while prosperity narratives soar.Hugh breaks the problem into a simple, repeatable framework: four macro quadrants: dollar cash serving bo...