Interview recorded - 1st of August, 2023

On this episode of the WTFinance podcast I had the pleasure of speaking with Hugh Hendry - Former Hedge Fund manager of Eclectica Asset Management, also known as the Acid Capitalist.

During our conversation we spoke about why Hugh is fearful, similarities between today and 2008, understanding the actions of central banks and an explanation of Hugh's portfolio. I hope you enjoy.

0:00 - Introduction
1:45 - What is Hugh seeing and is he fearful?
4:55 - Are there similarities between today and 2008?
10:09 - Fiscal stimulus has picked up private demand slack?
12:14 - We are in the waiting room
17:50 - Understand what your position means
19:20 - Are central banks acting faster as seen with UK Pension Crisis and SVB collapse?
26:39 - Inflation wouldn’t have changed with faster interest rate increases
31:38 - Hugh’s portfolio
42:55 - One message to takeaway from our conversation?

Hugh Hendry is an award winning hedge fund manager, market commentator, thought leader, ST Barts Real Estate Investor & Surfer.

Hugh Hendry was the founding partner and chief investment officer of the now defunct hedge fund firm, Eclectica Asset Management. The fund was created in 2003 and returned 50 per cent from the revival in the gold price.

Hugh later attracted media attention when his fund achieved a 31.2 per cent positive return in 2008 during the depths of the financial crisis, earning him a reputation as a contrarian investors. He has been referred to as "the most high-profile Scot" in the hedge fund sector.

Hugh Hendry -

Twitter - https://twitter.com/hendry_hugh
YouTube -  @HughHendryOfficial  
Website - https://hughhendry.com/
Instagram - https://www.instagram.com/hughhendryofficial/
Patreon - 

WTFinance -

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iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4
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