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The David Lin Report

‘Sustained’ Market Shock; Hugh Hendry On ‘Death Of Money’, Emergency Rate Cuts, 'Very Low' Rates

Aug 31, 2024
01:18:20

Markets are entering the "end game", says Hugh Hendry, former Founding Partner and CIO of Eclectica Asset Management and host of the ACID Capitalist Podcast. Hugh discusses the risks faced by the offshore banking system, the Bank of Japan, the overvaluation of all assets, and the likelihood of "tumultuous" events happening in the next 6-12 months. Watch Hugh's last interview with me: https://youtu.be/mdQhxZw0RF8?si=PNRoUK0WWN20bEko This video is distributed on behalf of Metalla Royalty (NYSE: MTA | TSX-V: MTA). Watch the interview with CEO Brett Heath: https://youtu.be/srT36HXSw0I?si=WPYj3E8lU2t_Uv5d *This video was recorded on August 26, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW HUGH HENDRY: Website: https://hughhendry.com/ Twitter (@hendry_hugh): https://twitter.com/hendry_hugh YouTube: https://www.youtube.com/@HughHendryOfficial FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 1:25 - BOJ and stock markets 3:30 - Bond market signals 8:55 - Yen and stock markets 15:35 - Offshore banking system 28:35 - Sustained shock 31:00 - Global monetary policies 35:30 - Markets repeating 2007? 39:40 - Emergency rate cuts 42:36 - “Money is dying” - China 49:55 - Trade war with China 56:20 - Defence stocks 1:02:00 - Gold and risk hedges 1:06:00 - Assets with upside 1:10:00 - Bitcoin #economy #investing #stocks

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