Acid Breath BIG PHARMA 1st October, 2025
The ACID Capitalist Podcast - A podcast by Hugh Hendry
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Send us a text The Shipping News for Investors. Acid Breath is a sub-30 minute market monologue for thinkers, not twitchers. Nightly under the Caribbean sky with jazz low, I strip the day bare for signal. Today was diffusion indices in plain English (50+ expands, under 50 contracts). Decimals = vanity; the first two digits tell the story. I cross-check S&P Global with ISM and translate what it means for margins, pricing power, and the economy. And vibe on how to bag a stock winner. Explai...
