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The narrative continues as we jump from uranium into the oil market, and we get filthy, maybe even dirty... Why did the scorpion kill the frog? Hey hedge Fund managers gotta make money. There's also a look at China, could it be about to turn Japanese? Too early to say conclusively but the Princes of the Yuan are stirring?

Hedge Fund pirate Hugh Hendry and his co-host Chris Sweeney chronicle the inner workings of the uncorrelated and legendary Eclectica Fund. The boys use Hugh's monthly client letters as a Hedge Fund boot camp to reveal what he was thinking and why he made the decisions he did, 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 discuss his journey into 2004, why he told his clients to "bury their money in the backyard" and what he makes of the $1.8 billion purchase of London skyscraper 100 Bishopsgate. Sadly, there's no orgasms this time but Hugh's maybe contemplating a return and refuses to let the episode end as the trade ideas keep flowing and he delivers an extended masterclass. Even Iggy Pop gets a mention. Use the chapter headings and the closed caption service to skip to the nitty gritty.

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Deep dive into the uranium sector and the Archegos scandal. Plus, how Hugh was almost tossed out of a plane by Robert Mugabe’s money men during a trip to Africa.

Hedge Fund pirate Hugh Hendry and his co-host Chris Sweeney chronicle the inner workings of the uncorrelated and legendary Eclectica Fund 

The boys use Hugh's monthly client letters as a hedge fund boot camp to reveal what he was thinking and why he made the decisions he did, 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 discuss his bright start to 2004 and why genius is buying anything at the bottom of a bear market. Having shorted chip stocks in 2004, Hugh explains why the electricity of everything means chips with everything. What killed the previous uranium bull market and why the charts are so orgasmic.

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Confessions XII 4thQ 2003 - Goldfinger, Putin, travelling supersonic and finding EU carbon credit equities.

Hedge Fund pirate Hugh Hendry and his co-host Chris Sweeney chronicle the inner workings of the uncorrelated and legendary Eclectica Fund

The boys use Hugh's monthly client letters as a hedge fund boot camp to reveal what he was thinking and why he made the decisions he did, 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 discuss his sparkling 50 percent annual return for 2003, what is probably Vladimir Putin's personal quoted oil company and how the climate change agenda is permeating through to the equity market. 

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Hedge Fund pirate Hugh Hendry and his co-host Chris Sweeney chronicle the inner workings of the uncorrelated and legendary Eclectica Fund's 15-years of operation, from 2002 to 2017.

The boys are using Hugh's monthly letters to clients as a basis to take the audience on a journey into what he was thinking and why he made the decisions he did, in real time. It's the financial equivalent of a gripping true crime adventure. It's also an exclusive look behind the curtain of a Hedge Fund with nothing off-limits.

This week they discuss how Hugh drove home his epic gold trade and why if he still ran a hedge fund, he'd be going big on carbon trading. But be warned, Hugh is in a bad mood this episode, even though he just celebrated his birthday in St Barts! Poor, poor Chris.

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Confessions X July/Aug 2003 - Hugh's shorting Lehman Bros and reveals all about his Mercedes luxury mobile office/cinema that his wife drove!

Hedge Fund pirate Hugh Hendry and his co-host Chris Sweeney chronicle the inner workings of the uncorrelated and legendary Eclectica Fund 

The boys are using Hugh's monthly letters to clients as a basis to take the audience on a journey into what he was thinking and why he made the decisions he did, in real time. It's the financial equivalent of a gripping true crime adventure. It's also an exclusive look behind the curtain of a Hedge Fund with nothing off-limits.

This week they discuss Hugh's insight into how you can be too early, why gold may be about to repeat the moves of 2003 and his love of Madonna's debut album. Chris also bizarrely spends the episode stuck in 2005.

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https://www.instagram.com/blancbleuofficial

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Confessions IX June 2003 - Why Hugh "St Barts Bono" Hendry should run the Bank of England, plus the genius of buying a lousy company.

Hedge Fund pirate Hugh Hendry and his co-host Chris Sweeney chronicle the inner workings of the uncorrelated and legendary Eclectica Fund's 15-years of operation, from 2002 to 2017.

The boys are using Hugh's monthly letters to clients as a basis to take the audience on a journey into what he was thinking and why he made the decisions he did, in real time. It's the financial equivalent of a gripping true crime adventure. It's also an exclusive look behind the curtain of a Hedge Fund with nothing off-limits.

This week they discuss Hugh's insight into gold that the world's central bankers failed to see, his surprise/disgust at discovering who Sean Paul is, Japan's Kanaden and why American hedge funds make so much compared to their British counterparts.

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Hedge Fund pirate Hugh Hendry and his co-host Chris Sweeney chronicle the inner workings of the uncorrelated and legendary Electica Fund's 15-years of operation, from 2002 to 2017.

The boys are using Hugh's monthly letters to clients as a basis to take the audience on a journey into what he was thinking and why he made the decisions he did, in real time. It's the financial equivalent of a gripping true crime adventure. It's also an exclusive look behind the curtain of a Hedge Fund with nothing off-limits.

This week they discuss Hugh's insight into Bitcoin, his beloved Celtic FC's 2003 UEFA Cup agony, his significant investment into the club and how his fund spectacularly bounced back from a crippling March.

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Hedge Fund maverick Hugh Hendry and his co-host journalist and author Chris Sweeney chronicle the inner workings of the uncorrelated and legendary Eclectica Fund's 15-years of operation, from 2002 to 2017.

The boys are using Hugh's monthly letters to clients as a basis to take the audience on a journey into what he was thinking and why he made the decisions he did, in real time. It's the financial equivalent of a gripping true crime adventure.

It's also an exclusive look behind the curtain of a Hedge Fund with nothing off-limits.

This week they discuss Hugh's decision to start a Hedge Fund, sausage industry juggernaut Devro, investing in gold, Hugh's big play in the market of the spice nutmeg and even reveal who his famous next door neighbour is in St Barts. Weirdly, they even end up talking about Romanian pop duo The Cheeky Girls. It's anything but orthodox.

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I recorded this last summer. I have so much admiration for Professor Pettis. Almost everyone in macro with risk positions in China inevitably must seek out his sage council. I really enjoyed the opportunity to bathe in his wisdom once more. But first, we had to talk about the rock scene in Beijing. Enjoy.

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I try and answer your questions relating to my recent twitter outburst regarding the role of negative interest rates. I explain how the external trading value of the dollar is being held hostage. That the US has lost its exorbitant privilege. Yes, it can still print money, should its private sector banks be willing, however it can no longer lower the external value of the dollar vis-a-vis its trading partners. The mercantilists have gained the upper-hand. I try and explain how negative US dollar rates might represent a valid and rational attempt to free the US from such serfdom. Give me 48 hours and I'll clean up the transcript. And I'm putting together a video montage for my YouTube channel - ever wondered how the Treasury pleading with the G7 would look inside my head? Stay tuned.

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