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
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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
