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Hedge fund manager, Hugh Hendry, invites technology savant, Benedict Evans, to provide an overlay between macro and tech. Together they explore the new questions: crypto, machine learning, shifts in ecommerce, what's happening in media, China, and it's 900 million users and their significance on the rest of the world.

Hedge fund pirate Hugh Hendry chronicles the inner workings of the uncorrelated and legendary Eclectica Fund. Hugh's discussions with other though leaders are deployed as a hedge fund boot camp to reveal what he's thinking and why in real time. No new Hedge Fund wannabee can afford to miss the journey to the present day where Hugh reveals and expounds upon his latest macro insights. 

This week they also discuss the convexity of adoption and why crypto as a tradeable asset could be as, or more effective, to the pressing issue of today - how do you kick-start a new network or community. Is it more effective than Instagram spending? The boys discuss. Hugh is ready to proclaim a new macro world. He can see a future were the economy turns people into assets. He gets very excited.

Chapters:
00:00 Shared Confessions Is it possible to tokenise knowledge
04:05 Comparing Crypto to Opensource technology
07:35 The Convexity of Adoption
11:40 Turn People Into Assets
13:45 The Irrevocability Bug of Tokens
14:30 All Financial Innovations go to far
17:15 Instagram reached 50m users with 7 people
19:00 Apple's new Ad Model
20:25 Duck Duck Go...The Google Token
23:50 Today's Icons - Zero Marketing
25:20 L'Oreal does 25% Sales online
28:25 Chinese Concepts Go Global

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