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

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

2024/8/31
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The David Lin Report

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Shownotes Transcript

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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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