Shownotes Transcript
On todays episode of the podcast I was happy to host Hugh Hendry Official ) - Founder of Eclectica Asset Management, an award winning hedge fund manager and host of the Acid Capitalist podcast.On the podcast we talked about who is Hugh Hendry, being a contrarian investor, the current relationship between the US and China and why it has created class warfare. I hope you enjoy!0:00 - Introduction1:57 - Who is Hugh Hendry?3:00 - Why do we have a specific view of hedge fund managers?7:30 - How does contrarian investing look?10:45 - Looking past pop psychology of marketplace12:30 - IPO’s are a con13:55 - How did this impact your investment philosophy?16:15 - Open minded in investing18:55 - contrarian thinking in 200820:50 - How would you compare today to the past?23:50 - Relationhttps://www.instagram.com/hughhendryofficial/)ship between US and China29:55 - Why asset prices have trended up?32:08 - Will this time be different with high inflation and high debt?34:19 - Inflation39:30 - How could treasuries recover from this point?40:50 - Class warfare48:35 - Commercial conflict vs real conflict50:40 - Concern about China?55:40 - Disengagement is an option59:11 - One message to takeaway from the podcast?Hugh Hendry is an award winning hedge fund manager, market commentator, thought leader, ST Barts Real Estate Investor & Surfer.Hugh Hendry was the founding partner and chief investment officer of the now defunct hedge fund firm, Eclectica Asset Management. The fund was created in 2003 and returned 50 per cent from the revival in the gold price. Hugh later attracted media attention when his fund achieved a 31.2 per cent positive return in 2008 during the depths of the financial crisis, earning him a reputation as a contrarian investors. He has been referred to as "the most high-profile Scot" in the hedge fund sector. Hugh Hendry - Twitter)YouTube)Website)Instagram)WTFinance -Instagram)Spotify)iTunes)Twitter)