The ACID Capitalist Podcast
Confessions XIII: Nuclear (Q1 2004)
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Show notes
Deep dive into the uranium sector and the Archegos scandal. Plus, how Hugh was almost tossed out of a plane by Robert Mugabe’s money men during a trip to Africa.
Hedge Fund pirate Hugh Hendry and his co-host Chris Sweeney chronicle the inner workings of the uncorrelated and legendary Eclectica Fund
The boys use Hugh's monthly client letters as a hedge fund boot camp to reveal what he was thinking and why he made the decisions he did, in real time. No new Hedge Fund wannabee can afford to miss the journey to the present day where Hugh reveals and expounds upon his latest macro insights.
This week they discuss his bright start to 2004 and why genius is buying anything at the bottom of a bear market. Having shorted chip stocks in 2004, Hugh explains why the electricity of everything means chips with everything. What killed the previous uranium bull market and why the charts are so orgasmic.
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