Hugh Hendry

Professor Richard Werner joins Hugh Hendry to explore credit creation, asset bubbles, and the role of central banks. They analyze the Bank of Japan's credit expansion, discuss the Fed and ECB's actions during the global crisis, and predict a potential bank nationalization. They criticize the undemocratic nature of the ECB and discuss the future leaders of the global monetary order.

Hugh Hendry, an esteemed economist and former hedge fund manager, dives deep into the shifting tides of global trade and U.S. economics. He draws striking parallels between historical figures and Donald Trump's policies, suggesting a painful yet necessary rebalancing in trade. Hendry critiques China's manipulation of currency and portrays the dollar as a public good under siege. He anticipates deflationary pressures in China and champions Bitcoin as a strategic asset for future investments, shedding light on his own portfolio choices.

Hugh Hendry, former hedge fund manager of Eclectica and now the writer behind Acid Capitalist, shares his keen insights on today's financial landscape. He warns of the looming risks from Chinese deflation and the

Hugh Hendry, a renowned former global macro investor known for his contrarian financial insights, dives into heightened concerns regarding a deflationary collapse and its implications for market dynamics. He discusses the tensions between the U.S. Federal Reserve and Asian economies, Japan’s financial stability, and how the ongoing crises in China impact global investments. Hendry also examines the banking system's complexities, the yield curve's significance, and the potential for unprecedented profit-making opportunities amid chaos.

Hugh Hendry, The Acid Capitalist, discusses the Fed's dilemma, the fragility of valuations, the potential of gold and Bitcoin, and the warning signals from the Japanese Yen. He shares insights on market bubbles, risky investments, and the challenges faced by the Fed in today's economic environment. Hendry also reflects on his past hedge fund years, the importance of authenticity, and the influence of personal quirks on investment decisions.

Join the ACID Capitalist, Hugh Hendry, Brent Johnson, and Tracy Shuchart as they explore USD fluctuations, interest rate procrastinations, and geopolitical chess moves in the world of macroeconomics. Dive into gritty financial trends, contrarian views, and existential reflections in a raw, unfiltered conversation that cuts through the noise.

Hugh Hendry, contrarian hedge fund manager known for blunt macro calls, outlines why silver, Japan and volatility matter more than inflation panic. He teases silver to $200 and a potential 5x Nikkei. He explains the yen’s dramatic collapse, shifts in currency and asset-price regimes, and where to find convex upside in markets.

Hugh Hendry, founder of Eclectica Macro and known for his bold macro insights, joins Keith McCullough for a compelling discussion. They tackle the ongoing macro crisis, criticizing the Fed's limitations and the impact of digital banking on stability. Hendry highlights risks in the banking sector likened to the 1930s and explores potential asset moves, including long treasuries. He also delves into AI's economic implications and suggests establishing a U.S. wealth fund for disenfranchised citizens. A thrilling mix of market strategy and candid observations!

Forecasting expert and former hedge fund manager Hugh Hendry discusses the US economic growth, global capital inflows, challenges with the dollar as the reserve currency, and the impact of rising US interest rates on investments like gold, Bitcoin, tech stocks, and cryptocurrencies.

Hugh Hendry, a former hedge fund manager and contrarian thinker now managing luxury properties in St. Barts, offers a unique perspective on the world economy. He discusses Europe's energy missteps and China's real estate woes while arguing that demand for dollar assets remains robust. Hendry critiques the financial forecasting landscape, highlights the complexities of modern trading, and reflects on the U.S.'s historical role as a global stabilizer. With insights into corporate withdrawals from Russia and market speculation, he urges adaptability in today's economic climate.