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‘Severe Downside’ This Summer Says Fund Manager Who Called 2008 | Hugh Hendry
Hugh Hendry, former Founding Partner and CIO of Eclectica Asset Management and host of the ACID Capitalist Podcast, gives his outlook on markets and the biggest macroeconomic shifts moving in the world. Eclectica Asset Management returned 31% in 2008.
*This video was recorded on April 17, 2024
FOLLOW HUGH HENDRY:
Website: https://hughhendry.com/
Twitter (@hendry_hugh): / hendry_hugh
YouTube: / @hughhendryofficial
FOLLOW DAVID LIN:
Twitter (@davidlin_TV): / davidlin_tv
TikTok (@davidlin_TV): / davidlin_tv
Instagram (@davidlin_TV): / davidlin_tv
For business inquiries, reach me at [email protected]
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
1:13 - America is playing the role of China
9:25 - BoJ and the Yen
13:50 - Yield curve
20:30 - Fed pivot?
23:50 - Risk off
28:20 - Bitcoin
31:10 - Shorting a currency
33:54 - Goldilocks scenario
36:47 - AI and growth
44:00 - Dedollariztion
46:35 - BRICS currency
49:30 - Hugh's investment philosophy
View all episodes
By The David Lin Report
4.5
2525 ratings
Hugh Hendry, former Founding Partner and CIO of Eclectica Asset Management and host of the ACID Capitalist Podcast, gives his outlook on markets and the biggest macroeconomic shifts moving in the world. Eclectica Asset Management returned 31% in 2008.
*This video was recorded on April 17, 2024
FOLLOW HUGH HENDRY:
Website: https://hughhendry.com/
Twitter (@hendry_hugh): / hendry_hugh
YouTube: / @hughhendryofficial
FOLLOW DAVID LIN:
Twitter (@davidlin_TV): / davidlin_tv
TikTok (@davidlin_TV): / davidlin_tv
Instagram (@davidlin_TV): / davidlin_tv
For business inquiries, reach me at [email protected]
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
1:13 - America is playing the role of China
9:25 - BoJ and the Yen
13:50 - Yield curve
20:30 - Fed pivot?
23:50 - Risk off
28:20 - Bitcoin
31:10 - Shorting a currency
33:54 - Goldilocks scenario
36:47 - AI and growth
44:00 - Dedollariztion
46:35 - BRICS currency
49:30 - Hugh's investment philosophy
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