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
Subscribe to my free newsletter: https://davidlinreport.substack.com/
Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report
FOLLOW HUGH HENDRY:
Website: https://hughhendry.com/
Twitter (@hendry_hugh): https://twitter.com/hendry_hugh
YouTube: https://www.youtube.com/@HughHendryOfficial
FOLLOW DAVID LIN:
X (@davidlin_TV): https://x.com/davidlin_TV
TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv
Instagram (@davidlin_TV): https://www.instagram.com/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
1:25 - 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