Hugh Hendry

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

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 asset capitalist and former hedge fund manager, dives deep into the Eurodollar system's critical role in global liquidity, suggesting Japan is the real liquidity engine. He warns of a potential yen collapse and outlines shifting dynamics in collateral impacting markets. Hendry critiques the Fed's recent rate cuts as attempts to prevent a refinancing surge rather than curbing inflation, advocating for a prepared mindset amidst predicted market resets and increased volatility. His unconventional views challenge investors to rethink consensus.

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.