
Sign up to save your podcasts
Or


Send us a text
Ever attended a Hedge Fund Christmas Party? We've super charged the subtitles as we welcome back the Scottish tornado, Chris Sweeney to once more chronicle the inner workings of Hugh's orthogonal Eclectica Fund. The boys use his monthly client letters as a Hedge Fund boot camp to reveal what he was really thinking at the time and why he made the decisions he did. No Hedge Fund wannabee can afford to miss the journey to the present day where Hugh reveals and expounds upon his latest macro insights and his chagrin for those that got away.
This week, we examine Hugh's relationship with Crispin Odey, his vexation at seeing music business valuations explode to the upside this year. He rues his failure to buy EMI back in 2005 when valuations where just 5% to 10% of today's levels. It all makes for A Blue Christmas, the boys are channelling Elvis as they pick over this week's big currency gyrations from Turkey, a country of 85 million inhabitants with a GDP equal to less than a quarter of the value of Apple's stock market capitalisation. Apples and Turkey...merry Christmas one and all.
Support the show
⬇️ Subscribe on Patreon or Substack for full episodes ⬇️
https://www.patreon.com/HughHendry
https://hughhendry.substack.com
https://www.instagram.com/hughhendryofficial
https://blancbleustbarts.com
https://www.instagram.com/blancbleuofficial
⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts!
🧢 Hats & Merch
📸 Instagram
🐦 Twitter / X
📩 Substack
👂Listen and 🔥 Subscribe
📺 YouTube
🎧 ...
By Hugh Hendry4.8
255255 ratings
Send us a text
Ever attended a Hedge Fund Christmas Party? We've super charged the subtitles as we welcome back the Scottish tornado, Chris Sweeney to once more chronicle the inner workings of Hugh's orthogonal Eclectica Fund. The boys use his monthly client letters as a Hedge Fund boot camp to reveal what he was really thinking at the time and why he made the decisions he did. No Hedge Fund wannabee can afford to miss the journey to the present day where Hugh reveals and expounds upon his latest macro insights and his chagrin for those that got away.
This week, we examine Hugh's relationship with Crispin Odey, his vexation at seeing music business valuations explode to the upside this year. He rues his failure to buy EMI back in 2005 when valuations where just 5% to 10% of today's levels. It all makes for A Blue Christmas, the boys are channelling Elvis as they pick over this week's big currency gyrations from Turkey, a country of 85 million inhabitants with a GDP equal to less than a quarter of the value of Apple's stock market capitalisation. Apples and Turkey...merry Christmas one and all.
Support the show
⬇️ Subscribe on Patreon or Substack for full episodes ⬇️
https://www.patreon.com/HughHendry
https://hughhendry.substack.com
https://www.instagram.com/hughhendryofficial
https://blancbleustbarts.com
https://www.instagram.com/blancbleuofficial
⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts!
🧢 Hats & Merch
📸 Instagram
🐦 Twitter / X
📩 Substack
👂Listen and 🔥 Subscribe
📺 YouTube
🎧 ...

3,074 Listeners

594 Listeners

1,439 Listeners

197 Listeners

408 Listeners
362 Listeners

98 Listeners

463 Listeners

1,343 Listeners

373 Listeners

270 Listeners

219 Listeners

397 Listeners

58 Listeners

134 Listeners