Best The Fuzzy Thoughts Podcasts (2025)

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A One-in-a-Thousand Market Moment 1:17:19

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1d ago1:17:19

1:17:19

Send us a text When logic fails, hedges break, and the models panic. Markets rarely behave. In this episode, Hugh Hendry unpacks why. Exploring what happens when models flash red and logic collapses in real time. From George Gammon’s CarMax hedge to the intricacies of dating, calculating sexual market value and the Fed’s confused dance with Treasur…

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What If Government Debt Isn’t Debt at All? 1:09:27

4d ago1:09:27

1:09:27

Send us a text The Ricardian Equivalence, Treasury Debt, and the Modernity of Money Support the show ⬇️ 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 ⭐⭐⭐⭐⭐ L…

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Do Deficits Make You Rich? 1:31:54

6d ago1:31:54

1:31:54

Send us a text Do Deficits Make You Rich? The uncomfortable truth: fiscal stimulus creates wealth, not consumer inflation. Sat pondering in a Caribbean bar, thinking about intelligence, the Fed, deficits, and why inflation lives in Wall Street not in your supermarket basket. When the government runs a deficit, it injects reserves into the system, a…

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When America Pretends to Be Reckless 54:27

8d ago54:27

54:27

Send us a text In this acid breath of mine, I drift between the sublime and the sardonic. I trace how America, once the debtor, became the empire, how quantitative easing rewired the flow of wealth from the cautious creditor to the restless entrepreneur. China hoarded savings, America dis-saved, and the machine rolled on until an American administr…

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Copper, Gold and Trading the Fuzzy Cloud 53:07

11d ago53:07

53:07

Send us a text I began with CPI, but as usual, I ended up somewhere between Beethoven and gold. The headline CPI 3%, core the same. The whisper was higher. The market calls it “Goldilocks.” Not too hot, not too cold. I call it “Never be a dick for a tick.” That’s how you survive this racket. Everyone obsesses over decimals while the system quietly …

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The Quantum Crisis: Gold, China, and the Trust Deficit in Markets 1:28:23

12d ago1:28:23

1:28:23

Send us a text Perhaps the best, most revealing of this daily series. This is macro analysis as cabaret. The Japanese call it, rakugoka (落語家), a man in kimono, I have no kimono, seated on a cushion performing poignant financial monologues. The entire performance relies on market imagination. If in a hurry, skip the first 15 to 30 mins. You can't mi…

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Did Gold Just Crash…or Reset? 50:14

13d ago50:14

50:14

Send us a text ʏᴇꜱᴛᴇʀᴅᴀʏ’ꜱ ᴛʀᴀᴅɪɴɢ ꜰᴇʟᴛ ʟɪᴋᴇ ᴀ ᴍɪʀᴀɢᴇ. ᴛʜᴇ ᴍᴀʀᴋᴇᴛ ʟᴏᴏᴋᴇᴅ ᴄᴀʟᴍ, ʏᴇᴛ ᴜɴᴅᴇʀ ᴛʜᴇ ꜱᴜʀꜰᴀᴄᴇ ᴛʜᴇʀᴇ ᴡᴀꜱ ꜱʜᴀᴋᴇꜱᴘᴇᴀʀᴇᴀɴ ᴅʀᴀᴍᴀ. ꜱᴛᴏᴄᴋꜱ ᴅɪᴇᴅ ɪɴ ᴘʟᴀɪɴ ꜱɪɢʜᴛ ᴡʜɪʟᴇ ᴛʜᴇ ɪɴᴅᴇx ʙᴀʀᴇʟʏ ʙʟɪɴᴋᴇᴅ. ɢᴏʟᴅ ᴛʀᴇᴍᴏʀꜱ ᴄᴏɴᴛɪɴᴜᴇᴅ ꜰᴏʟʟᴏᴡɪɴɢ ɪᴛꜱ ᴛʜʀᴇᴇ ꜱɪɢᴍᴀ ᴅᴀʏ,ᴛʜᴇ ᴋɪɴᴅ ᴏꜰ ᴍᴏᴠᴇ ᴛʜᴀᴛ ᴏɴʟʏ ᴠɪꜱɪᴛꜱ ᴏɴᴄᴇ ᴇᴠᴇʀʏ ꜰᴇᴡ ʏᴇᴀʀꜱ. ᴛʜᴇ ʙᴜꜱʜ ʙᴜʀɴᴇᴅ, ᴛʜᴇ ꜱᴏ-ᴄᴀʟʟᴇᴅ “2-ɪɴ-ᴛʜᴇ-ʙᴜꜱʜ” ꜰᴀɴ…

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The Real Pulse of Money: Gold, Bonds, and the Hidden Trade 1:08:19

14d ago1:08:19

1:08:19

Send us a text October 21st, no fanfare, just me and my thoughts. I have been on X all day, and only later realized gold had fallen sharply. Some people thought I had timed my comments to take gold down, as if I could move the market. It made me laugh. I start by questioning gold's 50 percent gain this year. If that rise is really fundamental, then…

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Acid Breath: Why Everything’s Going Up for the Wrong Reason 1:05:41

15d ago1:05:41

1:05:41

Send us a text Creativity, Chaos, and the Signals That Matter Gold's ripping, stocks are ripping, but this isn't a hedge, it's a hallucination. In today's episode, I break down the paradox of rising fear assets and euphoria trades moving in sync. We bounce off China's Q3 GDP: if the US won't provide data, the Chinese will. And I revisit how creativ…

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Acid Breath: Any Fool Could Make Money in Gold 1:05:35

18d ago1:05:35

1:05:35

Send us a text Any Fool Could Make Money in Gold But Only a Lunatic Could Explain It Like This The lights flicker but they don't go out. Today I tracked the silence. No CPI, no jobs print, no retail sales. The government is shut. The market is not. What moved was subtle. What didn’t move, the real story. Treasury yields dipped below 4 percent momen…

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Acid Breath. Inside the Macro Storm: Fed Policy, TSMC Earnings, and the Next Credit Crunch 45:05

19d ago45:05

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Send us a text There’s a smell in the air, that faint electric tang before a storm. The markets are choppy, the screens green and red in alternating flickers, and behind it all you can almost hear the static of something old returning. In this episode of Acid Breath, I drive straight through the fog. The Philadelphia Fed survey just recorded its st…

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Acid Breath: The Bank of the Sopranos & Unlocking Gresham's Law 45:36

20d ago45:36

45:36

Send us a text ARM Ascends, Oil Drifts, Queens Endures I open on macro static and shutdown fog, a strange steadiness where the market beat goes on. The Beige Book whispers fractures, three Fed districts up, five flat, four softening, a recalibration more than a roar. The feature turns to ARM, where the data center bottleneck is power, not code. ARM…

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Acid Breath: The Gold-Oil Puzzle 32:02

21d ago32:02

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Send us a text A market meditation disguised as weather report, part Fear and Loathing, part BBC Shipping Forecast. Markets drift in a haze of caution and theatrical boredom. Bankers profit without joy, express bubble caution Traders fears resemble yoga poses held too long. Everyone trembling, pretending its balance when its really strain. This is …

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Acid Breath: The Day Silver Spoke and AI Went Industrial 1:07:22

22d ago1:07:22

1:07:22

Send us a text The Day Silver Spoke and AI Went Industrial The age of abundance is over: compute, energy, and silver say so. Acid Breath Daily is Hugh Hendry’s financial freak show : a daily dive into markets where logic wrestles madness and central banks juggle chainsaws. It’s macro with a migraine, tequila spilled on spreadsheets, silver screamin…

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Acid Breath - Rare Earth - Fri 13 October, 2025 37:47

25d ago37:47

37:47

Send us a text Today’s Acid Breath is a descent into the machinery behind the market’s tremor. Tariffs ignite, rare earths reveal their dirty chemistry, and America’s clean hands look suspiciously like Walter White’s gloves. Are we about to Break Bad? I pack away a shadow CPI masquerading as today's real deal, a half-billion hit at Jefferies that s…

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Acid Breath - Shadowlight - 9th October 2025 35:17

26d ago35:17

35:17

Send us a text Shadowlight A new inflation priesthood grabbed the pulpit. With officials offstage, a retail outfit called OpenBrand dropped a fresh CPI and the press sang hymns. I torch the cosplay, then hold up the mirror. In markets, any number that moves price pretends to be truth. That is the joke. That is the trade. Now the prints that matter.…

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Acid Breath - The Deal - 8th October 2025 47:18

27d ago47:18

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Send us a text Day eight of the shutdown, no data, no scoreboard, just thunder over St Barts and my voice in the dark. The Philly Fed whispers life and the Fed’s month-old minutes somehow steal the show: dovish, nervous, and oddly triumphant. I talk about Stephen Miran’s population shocks: millions arriving, then vanishing, the beat that moves jobs…

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Acid Breath - Kobayashi Test -7 October 2025 1:02:26

28d ago1:02:26

1:02:26

By Hugh Hendry

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Acid Breath - Respect The Trend - 6 October 57:02

29d ago57:02

57:02

By Hugh Hendry

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Acid Breath Market Wizards 3rd October 35:01

1M ago35:01

35:01

Send us a text What Is Acid Breath? A nightly macro riff that turns the day’s markets and data into signal. Quirky, erudite, fast. We entertain, then arm you to trade like an adult. Fly Blind, See Clear Shutdown day three, payrolls locked in a drawer, yet stocks print records. The tape speaks when the oracle is silent. Read price and weekly closes …

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Acid Breath GOLD 2nd October, 2025 35:03

1M ago35:03

35:03

Send us a text Support the show ⬇️ 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…

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Acid Breath BIG PHARMA 1st October, 2025 26:24

1M ago26:24

26:24

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-c…

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Acid Breath: Stocks-to-Money, Tuesday 30 September, 2025 23:22

1M ago23:22

23:22

Send us a text Acid Breath is a 10 to 20 minute daily market monologue for investors who prefer thinking to twitching. I scan the day's U.S. economic releases like JOLTS, CPI, and payrolls, note how risk assets moved, then strip away the theater of first prints, revisions, and spurious decimals to focus on signal: liquidity, positioning, incentives…

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Acid Breath: Dopamine Monday 29 September, 2025 25:39

1M ago25:39

25:39

Send us a text Started too late, desk on the terrace, sound may dip, mind awake. Welcome to the quiet safe macro room. Seekers of clear stories. Turning noise into knowledge. The economy is a machine. Complicated, not mystical. I round to whole moves. Neutral. Call it mauve. I hate decimal points. They pretend at precision. Jobs talk is the usual r…

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🇹🇭🥺🛟 Trippin Bigly #34: Feeling Bad But Looking Good 🇹🇭🥺🛟 28:45

1M ago28:45

28:45

Pai In The Sky In Pai, Trippin’ at an open mic sipping on a coconut chai, In the zone finally feeling at home totally at peace, Right here where I find myself getting lost in your eyes, Who would have known all we had to do to find peace was leave Babylon, Who would have thought the price of freedom was the price of a flight, Now we’re right here t…

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Acid Breath: Friday 26th September 12:02

1M ago12:02

12:02

Send us a text Acid Capital Breath is a quiet ten to fifteen minute ritual: breathe, reflect, and translate the day's economic data and market moves into plain English. I attempt to cut the code, tell the simple story of a market seeking its future, and leave you calm and ready to act. Logic says I may not do it daily, but the heart says I’m gonna …

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🕊️☮️💜🎬 Trippin Bigly #33 A24 Love & Captain C Kirk Peace Out 🕊️☮️💜🎬 15:33

2M ago15:33

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🕊️☮️💜🎬 Trippin Bigly #33: A24 Love & Captain C Kirk Peace Out 🕊️☮️💜🎬 This episode floats like an A24 daydream, soft neon and quiet echoes guiding the trip. We drift through themes of love, peace, and cosmic reflection, touching on the journeys of Captain C Kirk across the stars and the sharp earthbound presence of Captain Charlie Kirk here on the g…

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🌺☮️💜⿍ Trippin Bigly #32: Thailand & Peace & Love & Pods 🌺☮️💜⿍ 50:31

2M ago50:31

50:31

Trippin Bigly #32: Thailand & Peace & Love & Pods 🌺☮️💜⿍ Float through trippy Thailand nights where peace dissolves into love, pods whisper cosmic secrets, and wanderlust blooms like tropical flowers. A bohemian journey of mindfulness, shroom visions, rave rhythms, and hippie festival vibes — weaving together spirituality, counterculture, and the et…

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Boys Will Be Boys 7:19

2M ago7:19

7:19

On this episode I discuss somebody discussing cartels, how I am feeling taller every day (thereby loving Mexicans even more), and how I should always deal with fear... whether it is legally stealing a car or literally making an ass of myself on camera.By Michael C. Durso

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One Ticket To Paradise 9:39

3M ago9:39

9:39

On this episode I am entering the last ten days of the Mazatlán leg of my trip and I think it might have been the easiest part. I've started making videos and I look as dumb as expected, but I have plan. I also discuss my hatred of masks and how I can't believe we allow Americans in authority to wear them among us in America. 21 days and counting..…

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I Carried A Watermelon 7:28

3M ago7:28

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On this episode I discuss the vacation portion of my vacation; living it up for a day in the Golden Zone. I also delve deeper into the car washer patio show, and describe how I used to catfish girls using a pretty sister.By Michael C. Durso

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A Peso For Your Thoughts 6:55

3M ago6:55

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Week one of my trip around the world is checked off the list! On this episode I visit a casino and shopping mall, stand half-naked naked on the patio admiring the citizenry, and discuss how we are all just one power outage away from a dystopian future, but it's ok because we are still wearing our Cardinal's gear.…

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How Much Is That Gringo In The Window? 11:28

3M ago11:28

11:28

On this episode of Uncommon Content; all of my personalities have arrived safely in Mazatlán, Mexico. The Gonzo year of this podcast has begun and despite an immediate setback, due to our lack of awareness, we are all here - no worse for wear - and even a little bit taller.By Michael C. Durso

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I'll Be Back; Don't Become O'Fallon Heights While I'm Gone 10:06

3M ago10:06

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On this episode of Uncommon Content I layout the plan for my solo trip around the world. My only goal is to spend one year abroad and see as much as I can. I want to see if for myself and I am going to spend every dime I have to do it. I have found that the two most important aspects of life are balance and perspective; every day cannot be a good d…

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The Autopsy of a Dying System 1:05:44

4M ago1:05:44

1:05:44

Send us a text Title: The Autopsy of a Dying System Subtitle: How a Foreign Money Printer Rigged the Game and Why Bitcoin is the Only Way Out. The consensus hallucination blames the Fed. The reality is a foreign money printer running a 40-year rigged game. This is the autopsy of that lie. I dissect the malware that infected the West and reveal the …

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The Curse of Knowing 1:03:20

4M ago1:03:20

1:03:20

Send us a text This show reflects on what it means to see the future too clearly and the cost of carrying that vision alone. A few weeks ago, America burned on the monitor behind me. Cameras rolled in Santa Monica. Steve Drobny, founder of Clocktower Group, advisor in global hedge funds, told me to sit straight, but I didn't care. We discussed the …

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Civis Americus Sum 11:29

5M ago11:29

11:29

This week on Uncommon Content... I discuss the Real ID cash-grab from the perspective of another unsatisfied customer of the State of Illinois, why bureaucratic Karens flock to DMVs, and how I intend to invoke my inner Spartacus and embrace the idea that you can't have suicidal thoughts and be afraid for your life at the same time.…

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The Dollar: From Beast to Burden, P.1 50:56

5M ago50:56

50:56

Send us a text The fuse is already burning. This isn’t empire. This is captivity masquerading as privilege. For decades, the dollar system was sold as sovereign strength. But behind the curtain, it was scaffolding, a fragile architecture supporting global imbalances that no one dared to fix. China floods us with goods. We print the debt. They hoard…

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Agents of Flourishing: The Built For This Podcast Ep #08 1:31:54

5M ago1:31:54

1:31:54

What does it mean to flourish and pursue "shalom?" In our language, shalom is translated, simply, as peace. But Dr. Amy Sherman, author of Agents of Flourishing, suggests that on a broad level, shalom is simply what God intended things to be. More narrowly, it means to have peace with God, peace with self, peace with others, and peace with God’s cr…

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Show Me My Papers! 9:43

6M ago9:43

9:43

This week on Uncommon Content... I discuss the constant reminder of my birth, give a shout-out to prison dogs keeping it real, discuss selling temporary pieces of me, and ask for prayers to Our Lady of Guadalupe that I get my passport and start my “old man on a budget” video journey around the globe.…

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Wanderlust 10:47

6M ago10:47

10:47

This week on Uncommon Content... I discuss the effectiveness of strategic procrastination when joining the gym, people who are working out furiously to keep up with friends because they are embarrassed to admit they can't afford Ozempic, and how an imaginary 2500 mile ride, ski, and row journey in my head turned into the very real trip around the w…

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The Fuzzy And The Techie: The Built For This Podcast Ep. #07 1:10:40

6M ago1:10:40

1:10:40

Welcome to a conversation that gets at the heart of true polytechnic education: The liberal arts need STEM as much as STEM programs need the liberal arts. The Christian Polytechnic University is called to embody this balanced truth. We know it. We live it. And our guest today gets it. Join us for a conversation between Dr. Steve Mason, President of…

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The Acid Sex Tapes - Confessions of a Hedge Fund Manager 32:21

6M ago32:21

32:21

Send us a text Wild bets, hot streaks, and a little market seduction. The acid capitalist is back, sunburnt and shirtless, broadcasting straight from St. Barts with sand in his toes and a dollar short in his hand. This is Confessions Part II, the origin story sharpened, scuffed, and refitted for today’s volatility junkies. If finance had a Tarantin…

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👽🏝️💌 Trippin #31: Checking In With Exes, Aliens, Life Lessons & Blessings 👽🏝️💌 28:25

6M ago28:25

28:25

"Lonely But Not Alone: Cosmic Chats & Self Love" 👽🏝️💌 In this soul-soothing episode, we dive into the deep space of solitude—where loneliness meets transformation. I share raw, real stories about feeling alone, lessons life whispered through quiet moments, and some wild thoughts on alien communication (yes, really). Whether you're riding solo or ju…

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📈🕵🏻‍♀️📉 Trippin #30: Stock Market Drop, Melania Russian Spy Theory, Existentialism 📈🕵🏻‍♀️📉 30:51

6M ago30:51

30:51

📈🕵🏻‍♀️📉 Gladiator Chill A warrior all up on that ultra chill vibe call this mood gladiator chill, feeling like I got off as scot-free as a relieved Ridley Scott would be, if he was directing a scene in a movie & forgot the plot, but the lead actor Russell Crowe improvised & finished the scene, been a lot of places but it’s not where you’re from it’…

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📲🍊🤖 Trippin 29: In The Beginning There Were Bros... 📲🍊🤖 59:32

6M ago59:32

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📲🍊🤖 Before AI Companions, There Were Bros. Fast forward today, and here we are talking about the CIA, The film Companion, Tesla, Robots, Emotional Instability, Vikings, Thor, Magic Mushrooms, The Legend of Santa Claus, and other Nordic Tales, including Paganism and Bloodletting... 🩸📲🍊🤖 G.O.M.A. The truth is oppression often leads to expression, whe…

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Is A Bear Catholic? 13:34

6M ago13:34

13:34

On this episode of Uncommon Content I discuss more writer’s block, tell a few pope jokes, and run a thought experiment on the shitshow that would occur if Trump died in office of natural causes.By Michael C. Durso

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☠️✝️🍓 Trippin #28: RIP Papi Franky... The Pope Is Dead ☠️✝️🍓 10:45

7M ago10:45

10:45

So basically the pope died on Easter? Like wtf? Really. Well RIP Pope Francis. What the heck, another glitch in the Matrix I guess...By Lexxy and Luxxy

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The Spice And The Ledger 1:06:44

7M ago1:06:44

1:06:44

Send us a text This week, I offer you a barefoot sermon from the battlefield of economic memory. A walk from Hamilton to Trump. From Ricardo to Argentina. From Abraham Lincoln’s top hat to the red-capped defiance of tariff diplomacy. A retelling of the American experiment through its most potent and most misunderstood weapon: the tariff. I argue he…

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Off The Reservation - Chapter 29 - A Walk In The City 12:59

7M ago12:59

12:59

Chapter 29 - A Walk In The City Equal parts shocking and moving, Off the Reservation: Stories I Almost Took to the Grave and Probably Should Have is an absurdist confessional memoir, accurately detailing the reckless hijinks of a bipolar alcoholic with borderline personality disorder. This stranger-than-fiction true story spans over three decades, …