The Acid Capitalist Hugh Hendry joins Julia La Roche again, this time in the East Village, for an in-person, unfiltered conversation on macro and more.
Links:
Twitter/X: https://twitter.com/hendry_hugh
Podcast: https://podcasts.apple.com/us/podcast/the-acid-capitalist-podcast/id1511187978
YouTube: https://www.youtube.com/@HughHendryOfficial
Timestamps:
0:00 Intro and welcome
1:36 Macro view and the Fed’s no-win situation
2:45 Revisiting financial history
4:20 The U.S. has become the economic locomotive of global growth
5:00 Policy error of fiscal conservatism
6:30 Everything is expensive
7:52 Invest 10% of net worth
9:00 Hugh’s hedge fund years
12:24 ‘To manage a lot of money you have to be serious.’ — the suits
19:07 Looking at charts and patterns while listening to Pink Floyd
24:30 China
36:19 The bubble today - the fragility of valuations
38:00 How you want to be allocated
44:16 The conceit and the arrogance of a well-formed argument
47:00 Hugh’s mistake buying Reader’s Digest in the 90s
48:48 Hugh’s go-to interview question: Tell me when you know it’s going wrong
50:44 Gold’s breakout — not an agent of chaos, the alchemy of chaos
52:24 Japanese Yen
53:49 Bitcoin
57:09 Silver
1:01:50 The Fed’s no-win situation
1:06:49 The Fed shouldn't be cutting interest rates
1:08:47 Present danger
1:11:00 The death of money?
1:15:00 Millennials and Bitcoin
1:18:43 The Bono story
View all episodes
By Julia La Roche
4.4
4949 ratings
The Acid Capitalist Hugh Hendry joins Julia La Roche again, this time in the East Village, for an in-person, unfiltered conversation on macro and more.
Links:
Twitter/X: https://twitter.com/hendry_hugh
Podcast: https://podcasts.apple.com/us/podcast/the-acid-capitalist-podcast/id1511187978
YouTube: https://www.youtube.com/@HughHendryOfficial
Timestamps:
0:00 Intro and welcome
1:36 Macro view and the Fed’s no-win situation
2:45 Revisiting financial history
4:20 The U.S. has become the economic locomotive of global growth
5:00 Policy error of fiscal conservatism
6:30 Everything is expensive
7:52 Invest 10% of net worth
9:00 Hugh’s hedge fund years
12:24 ‘To manage a lot of money you have to be serious.’ — the suits
19:07 Looking at charts and patterns while listening to Pink Floyd
24:30 China
36:19 The bubble today - the fragility of valuations
38:00 How you want to be allocated
44:16 The conceit and the arrogance of a well-formed argument
47:00 Hugh’s mistake buying Reader’s Digest in the 90s
48:48 Hugh’s go-to interview question: Tell me when you know it’s going wrong
50:44 Gold’s breakout — not an agent of chaos, the alchemy of chaos
52:24 Japanese Yen
53:49 Bitcoin
57:09 Silver
1:01:50 The Fed’s no-win situation
1:06:49 The Fed shouldn't be cutting interest rates
1:08:47 Present danger
1:11:00 The death of money?
1:15:00 Millennials and Bitcoin
1:18:43 The Bono story
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