The ACID Capitalist Podcast Confessions XII: Loud! (4th Quarter 2003)
Confessions XII 4thQ 2003 - Goldfinger, Putin, travelling supersonic and finding EU carbon credit equities.
Hedge Fund pirate Hugh Hendry and his co-host Chris Sweeney chronicle the inner workings of the uncorrelated and legendary Eclectica Fund
The boys use Hugh's monthly client letters as a hedge fund boot camp to reveal what he was thinking and why he made the decisions he did, in real time. No new Hedge Fund wannabee can afford to miss the journey to the present day where Hugh reveals and expounds upon his latest macro insights.
This week they discuss his sparkling 50 percent annual return for 2003, what is probably Vladimir Putin's personal quoted oil company and how the climate change agenda is permeating through to the equity market.
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