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المحتوى المقدم من Hugh Hendry. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Hugh Hendry أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
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Acid Breath 3 - The Squirt and the Folly of MSTR

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Manage episode 452229413 series 2659938
المحتوى المقدم من Hugh Hendry. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Hugh Hendry أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

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I was born in Glasgow, a city carved by raw grit and humor, think of Sir Alex Ferguson and Billy Connolly. Not far from there, I began my career in Edinburgh, a mere fifty miles geographically, but an infinite leap in atmosphere. Imagine stepping into an aristocratic investment house, its rooms brimming with the ghosts of ambition and refinement. Suddenly finding yourself in the domain of tall men in their dead fathers' ill-fitting trousers. Aristocrats in suits hemmed just above their ankles, like ghosts of a forgotten mod era.

My first posting? The Japanese department, September 1990, nine months after the Nikkei’s spectacular peak at 40,000. I was young, unseasoned, but one thing I knew for sure: Japanese stocks were d-e-f-i-n-i-t-e-l-y not going back up anytime soon. Check the audio tape…
This week's show isn't about stock indices or investment attire. No, it’s about a curious creature, the tunicate. You see, the tunicate begins its life as a free-swimming entity, darting about the ocean with purpose and curiosity. It seeks, it explores, its a happy soul. And then, it finds its chosen spot, burrows its head into the seafloor, and, get this, it eats its own brain. Why? Because it no longer needs it. The tunicate’s life becomes rooted, passive, and fixed, content to filter nutrients from the passing current. A lobotomized existence, blissfully detached from the need for thought or movement.

It got me thinking. Is this not the state of many investors today? Consider the lobotomized meme stockholder, basking in the unthinking glow of rising markets. They’ve eaten their metaphorical brains, trading curiosity and action for the comfort of passive returns. They’re Holding On for Dear Life, foolish squirts I call them.
Music or no music? You tell me. And are you getting the giggles when I get all meditative...

⬇️ Subscribe on Patreon or Substack for full episodes ⬇️
https://www.patreon.com/HughHendry
https://hughhendry.substack.com
https://www.instagram.com/hughhendryofficial
https://blancbleustbarts.com
https://www.instagram.com/blancbleuofficial
⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts!
🧢 Hats & Merch
📸 Instagram
🐦 Twitter / X
📩 Substack
👂Listen and 🔥 Subscribe
📺 YouTube
🎧 ...

  continue reading

فصول

1. Sunny St Barts Welcome (00:00:00)

2. Rebel without A Pause (00:00:13)

3. Microstrategy (00:00:48)

4. Please, Please, Please (00:01:16)

5. The Edinburgh Mafia (00:02:10)

6. The Lobotomy (00:04:10)

7. The Investment Brain (00:08:36)

8. Acid Breath (00:14:47)

135 حلقات

Artwork
iconمشاركة
 
Manage episode 452229413 series 2659938
المحتوى المقدم من Hugh Hendry. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Hugh Hendry أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

Send us a text

I was born in Glasgow, a city carved by raw grit and humor, think of Sir Alex Ferguson and Billy Connolly. Not far from there, I began my career in Edinburgh, a mere fifty miles geographically, but an infinite leap in atmosphere. Imagine stepping into an aristocratic investment house, its rooms brimming with the ghosts of ambition and refinement. Suddenly finding yourself in the domain of tall men in their dead fathers' ill-fitting trousers. Aristocrats in suits hemmed just above their ankles, like ghosts of a forgotten mod era.

My first posting? The Japanese department, September 1990, nine months after the Nikkei’s spectacular peak at 40,000. I was young, unseasoned, but one thing I knew for sure: Japanese stocks were d-e-f-i-n-i-t-e-l-y not going back up anytime soon. Check the audio tape…
This week's show isn't about stock indices or investment attire. No, it’s about a curious creature, the tunicate. You see, the tunicate begins its life as a free-swimming entity, darting about the ocean with purpose and curiosity. It seeks, it explores, its a happy soul. And then, it finds its chosen spot, burrows its head into the seafloor, and, get this, it eats its own brain. Why? Because it no longer needs it. The tunicate’s life becomes rooted, passive, and fixed, content to filter nutrients from the passing current. A lobotomized existence, blissfully detached from the need for thought or movement.

It got me thinking. Is this not the state of many investors today? Consider the lobotomized meme stockholder, basking in the unthinking glow of rising markets. They’ve eaten their metaphorical brains, trading curiosity and action for the comfort of passive returns. They’re Holding On for Dear Life, foolish squirts I call them.
Music or no music? You tell me. And are you getting the giggles when I get all meditative...

⬇️ Subscribe on Patreon or Substack for full episodes ⬇️
https://www.patreon.com/HughHendry
https://hughhendry.substack.com
https://www.instagram.com/hughhendryofficial
https://blancbleustbarts.com
https://www.instagram.com/blancbleuofficial
⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts!
🧢 Hats & Merch
📸 Instagram
🐦 Twitter / X
📩 Substack
👂Listen and 🔥 Subscribe
📺 YouTube
🎧 ...

  continue reading

فصول

1. Sunny St Barts Welcome (00:00:00)

2. Rebel without A Pause (00:00:13)

3. Microstrategy (00:00:48)

4. Please, Please, Please (00:01:16)

5. The Edinburgh Mafia (00:02:10)

6. The Lobotomy (00:04:10)

7. The Investment Brain (00:08:36)

8. Acid Breath (00:14:47)

135 حلقات

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