Today on the Brief:

• A public company has switched $250 million in cash reserves to bitcoin
• The latest in the vaccine rumor trade with Vladimir Putin’s propaganda play 
• Hong Kongers use the stock market to protest

Our main conversation is with former hedge fund manager Hugh Hendry. 

After a few years of focusing on a “volatility at the end of the world trade” in property development in St. Barth’s, the constant contrarian Hugh Hendry has returned to the macro world in a big way. 

In this conversation, Hugh and NLW discuss:

• Why Hugh left macro, and why he came back
• How he lost three years being angry at the Fed
• How he came to be bullish on equities in 2012 
• How money managers become trapped by narratives 
• Why the Fed should actually be less, not more, conservative 
• Why we need someone like Joe Rogan as Fed chair 

 

Find out guest online:

Website: hughhendryofficial.com

Twitter: @hendry_hugh