The David Lin Report

‘Sustained’ Market Shock; Hugh Hendry On ‘Death Of Money’, Emergency Rate Cuts, 'Very Low' Rates


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Markets are entering the "end game", says Hugh Hendry, former Founding Partner and CIO of Eclectica Asset Management and host of the ACID Capitalist Podcast. Hugh discusses the risks faced by the offshore banking system, the Bank of Japan, the overvaluation of all assets, and the likelihood of "tumultuous" events happening in the next 6-12 months.

Watch Hugh's last interview with me: https://youtu.be/mdQhxZw0RF8?si=PNRoUK0WWN20bEko
This video is distributed on behalf of Metalla Royalty (NYSE: MTA | TSX-V: MTA). Watch the interview with CEO Brett Heath: https://youtu.be/srT36HXSw0I?si=WPYj3E8lU2t_Uv5d
*This video was recorded on August 26, 2024
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FOLLOW HUGH HENDRY:
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0:00 - Intro
1:25 - BOJ and stock markets
3:30 - Bond market signals
8:55 - Yen and stock markets
15:35 - Offshore banking system
28:35 - Sustained shock
31:00 - Global monetary policies
35:30 - Markets repeating 2007?
39:40 - Emergency rate cuts
42:36 - “Money is dying” - China
49:55 - Trade war with China
56:20 - Defence stocks
1:02:00 - Gold and risk hedges
1:06:00 - Assets with upside
1:10:00 - Bitcoin
#economy #investing #stocks

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