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Macro Confessions Part XX IV (2006) This week risk is resetting. Things changing. There will be opportunities. There will be blood. Let it be the other guy. Let's get absurd. The boys review the slaughter of the innocents, namely the abject poor performance of some of last year's most hyped new companies to emerge on the stock market.

The conversation is fast paced. Chris has led Hugh to the Valley of Happiness but he wants to know more about what's causing the melt down in high profile stock names Peloton, Deliver and Oatly. 

No new Hedge Fund wannabee can afford to miss this journey from the past to the present day where Hugh reveals his latest macro insights and explains his Quantity Theory of Insanity. The Alchemy of Finance, it is not...

This week they consider The Secret Policeman's Macro Ball, an annual illuminati gathering of the great minds in macro hedge fund management. The event you are assured not to receive an invitation to. Just why do the greatest minds share their best-ideas with their competition?

Regrets, Hugh has a few and he travels back to December 2008 to confront his younger self. You see back in early 2006 he predicted a deflationary event that would send Treasury bond prices surging and the gold price crashing. But when his prophesy came true, he failed to load up on gold. Hugh is raging mad with his younger self.

And with markets in turmoil, the chart rotator returns to examine the Dow Jones constituent 30 stocks to determine where prices are versus their slower, longer-dated moving averages. Hugh invokes his Acid Capitalist powers to draw predictions and stock ideas for the coming year. 

Chris continues to spin his wheel...

Tune-in or be square...

Charts can be found here
 https://www.youtube.com/channel/UCs4X8HJf2dQog8-CCaDBlsg

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