Hugh Hendry

Hugh Hendry, a former global macro hedge fund manager and founder of Eclectica Asset Management, returns to share his bold investment strategies. He introduces his 'macro compass' portfolio, emphasizing a mix of equities, treasuries, alternatives like Bitcoin, and cash. Hendry warns of impending AI-driven unemployment and predicts that government redistribution will disrupt inflation controls. He also highlights the risks facing the UK economy and argues why tech valuations may be peaking, making this a compelling discussion for anyone interested in macroeconomic trends.