About this episode
Hugh Hendry discusses risk management and investment strategies in the context of current market conditions.
Send us Fan Mail A 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 ...
People in this episode
Host: Hugh Hendry
Topics covered
- risk management
- investment strategies
- AI impact
- consumer sentiment
- portfolio allocation
Keywords
- risk
- portfolio
- AI
- consumer sentiment
- investment
More episodes of The ACID Capitalist Podcast
- the drugs work. · June 9, 2026 · 1h 0m
- Compute Is Revenue · May 29, 2026 · 40 min
- what if the uk is already bankrupt. · May 8, 2026 · 45 min
- the tape is calling bullshit · April 21, 2026 · 33 min
- double voltage. the trade no one sees. · April 15, 2026 · 22 min
- what if your real edge is disobedience. · April 2, 2026 · 40 min
Explore listener stats, chart rankings, contacts and more on the The ACID Capitalist Podcast podcast page.