Acid Breath - The Deal - 8th October 2025
Description
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 and rents faster than the Fed can blink.
I take you from Malta to Tokyo, from tariffs to the Kobayashi test, asking why America leads, Japan staggers, and everyone else watches the credits roll. It’s macro as theatre, humour, and confession.
Objective of Acid Breath
To turn every trading day into a human story. Memory, irony, and mischief in place of market jargon.
Why listen
Because Acid Breath makes the world’s madness sound like music and might even teach you how to dance with it.
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