Hugh Hendry

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

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, 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.