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Hugh Hendry

27 Podcast Episodes

Latest 19 Jun 2022 | Updated Daily

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Hugh Hendry

Know Your Risk Radio with Zach Abraham, Chief Investment Officer, Bulwark Capital Management

Zach chats with Scottish hedge fund manager Hugh HendrySee omnystudio.com/listener for privacy information.

1hr 35mins

10 Jun 2022

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#44 The cycle of self harm, with the Acid Capitalist Hugh Hendry

Money & Plants

I am delighted to welcome the first guest from the Hedge Fund world onto money and plants, in the form of the wonderful, Mr Hugh Hendry. Hugh is best known for being the CEO and founder of his Hedge Fund Electica Asset Management, which at it's height had $1.3bn assets under management. Born into poverty in the working class streets of Glasgow, education and a desire to get out of the environment he grew up in, was the catalyst for a young Hugh, to go on and build a ew very successful life for himself. Now living in the carribean, in the beautiful island of St. Barts, following his exit from the cut and thrust of the money markets, Hugh is back, building a new brand, creating content and educating people on a daily basis as to what he thinks is happening in the world today. Hugh tells me that he vibrates, he is energy, he has healed and his passion for life and creativity is now back in abundance. In this conversation we chat about Hughs views on central banks, why he thinks the system is designed for people to fail, his frustrations with China, why he thinks we are in a Depression and much much more. A proper treat for you guys this one, and I'm looking forward to speaking to Hugh again soon. As ever let me know what you think and pls leave me a review and share the podcast. Until next month, take care all. CD ☘️

50mins

10 Jun 2022

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Hugh Hendry’s Extraordinary Journey

Real Vision Daily Briefing: Finance & Investing

Award-winning hedge fund manager and market commentator, Hugh Hendry, joins Maggie to break down his fascinating career, what he learned from 17th century rice traders, and more. Learn more about your ad choices. Visit megaphone.fm/adchoices

45mins

16 Apr 2022

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Hugh Hendry’s Extraordinary Journey

My Life in 4 Trades

Award-winning hedge fund manager and market commentator, Hugh Hendry, joins Maggie to break down his fascinating career, what he learned from 17th century rice traders, and more. For more on the series, visit My Life in 4 Trades

47mins

13 Apr 2022

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Hugh Hendry On Why The World Still Can't Get Enough Dollar Assets

Odd Lots

For years 15 years, Hugh Hendry ran the hedge fund Eclectica Asset Management, earning a reputation as a provocative and contrarian thinker on the entire state of the world economy. These days though, he's living in St. Bart's, surfing, and managing luxury properties for the richest people in the world. But of course, he can't stop thinking about macro. On this episode off Odd Lots, Hendry joins Tracy Alloway and Joe Weisenthal to talk about Europe's big energy mistake, China's property troubles, and why even after all this time, the world can't get enough dollar assets.See omnystudio.com/listener for privacy information.

44mins

31 Mar 2022

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Episode 6 - The Existentialist: Hugh Hendry

Behind the Balance Sheet

Former hedge fund manager Hugh Hendry is best known as the man who made 30% in 2008, when others crashed, including many so-called hedge funds. He described his cockroach mandate as being a survivor no matter what. He closed the fund in 2017 after a period of lackustre but far from shocking performance and has become a property developer and landlord of upmarket rentals on the billionaire favourite Caribbean hideaway of St Barths. But few owners of vacation lets could tell you what the 10 year bill has done in the last month, let alone give a coherent view of how it might move in 2022. Hugh may have retired but he has certainly not let go. He views the world through a different prism – he is like a photographer who only uses a fish-eye lens. We recorded on a cold London day and on St Bart's it was just as windy, as you may hear

1hr 7mins

20 Jan 2022

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China Risk Shared Confessions by Hugh Hendry & Tom Roderick

The Acid Capitalist podcasts

Hedge fund manager, Hugh Hendry, again invites his former colleague, Tom Roderick, who manages macro at Trium in London, to review the revelatory and impending bust of China's legendary Evergrande Property. Macro hasn't been seen in Chinese waters for almost a decade. A strong currency with a positive carry and a stock market seemingly impervious to shocking state interventions has ensured a lack of willing naysayers. The Acid Capitalist, Hugh, and Tom, explains how China's property companies were the safest stocks in the global sector owing to their ability to transfer risk quickly. That the least risky companies are now in jeopardy does not bode well especially as Chinese property, relative to household wealth, is 4x greater than in the US. The boys consider a bull market in fear where sovereign Chinese bonds will supplant property as the de facto collateral position. They can conceive of a steeply inverted yield in a land more accustomed to wearing flats and they ask whether flaunting opulence and the mania for luxury may not sit well with the modern creed of common prosperity. Buckle up! This is macro conjecture for grown-ups.Chapters:00:00 Shared Confessions China's Geometric Risk Taking02:45 Why Macro didn't Short the Red Lines05:15 Why the $ is red Cabbage in Beijing10:55 China Property Market was Risk Free15:35 Fechner and the Geometry of Chinese GDP Growth17:25 Why Now ? And the Grapes of Wrath21:30 FX chart, Mad Max Leverage Internal or External ?26:45 Everything is Macro32:40 Is there a China Macro Trade with no Tears for Fears?37:35 China the Land Of Flat Yield Curves40.45 Stay At the Money with Your Strikes42:00 Apathy is the Catalyst for Perplexing & Engaging Trades46:15 Common Prosperity Questions Luxury Valuations

49mins

29 Sep 2021

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License to Thrill with Hugh Hendry

The Drew Pearlman Show

34mins

11 Sep 2021

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Confessions: Hugh Hendry & Tom Roderick, Acid Capitalist

The Acid Capitalist podcasts

Hedge fund manager, Hugh Hendry, invites former investment partner, Tom Roderick, to dive under the hood and examine how one becomes a hedge fund manager. They revisit the summer of 2005, the S&P has been marooned for 2 years moving sideways as the economy and corporate profitability improve. What would an aspiring young manager do?Hedge fund pirate Hugh Hendry chronicles the inner workings of the uncorrelated and legendary Eclectica Fund. Hugh's discussions with other though leaders are deployed as a hedge fund boot camp to reveal what he's thinking and why in real time. No new Hedge Fund wannabe can afford to miss the journey to the present day where Hugh reveals and expounds upon his latest macro insights. This week we find a rather pallid Hugh cursing his demons from the night before and his newfound love of Pickle-Ball and tequila. Tom quizzes him on why he was 75% net long and not 35% or 120% long? And how did he size risk positions? How did he seek to optimize his portfolio in a world before the rule books had been written. Was this risk taking on the hoof, a form of dopamine bingo, with creativity the deciding risk factor? Hugh and Tom reveal all.Chapters:00:00 Shared Confessions Acid Capitalist05:10 Optimal Risk Sizing10:30 Soros / Druckenmiller Lite Risk Model14:00 Losing My Curiosity15:15 The macro narrative of 200518:00 The Status Quo Changing21:00 Dopamine Bingo - Creativity at Risk (CaR)22:30 Eclectica Fund Attribution28:00 Longs 2x Shorts but shorts bigger than longs..? 30:00 2005 the year institutions crashed the Commodity scene35:00 Not a Bull Mkt till you've had Violent, Painful Corrections

38mins

20 Jun 2021

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Shared Confessions: Hugh Hendry & Karinna Knobbs, Pattern Seekers

The Acid Capitalist podcasts

Hedge fund manager, Hugh Hendry, invites digital fashion entrepreneur, Karinna Knobbs, to provide another overlay between macro and tech and maybe even fashion? Ever wondered how hedge fund managers develop their ideas? Watch as Hugh interviews Karinna and they discuss THE DEMATERIALISED, an experimental marketspace for digital fashion including a system for the creation and trading of NFTs. Karinna founded the site with Marjorie Hernandez.Hedge fund pirate Hugh Hendry chronicles the inner workings of the uncorrelated and legendary Eclectica Fund. Hugh's discussions with other though leaders are deployed as a hedge fund boot camp to reveal what he's thinking and why 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 we find Hugh deep in thought and yearning to take macro, commercial. In a world dominated by surging asset prices and the gulf between the haves and have nots, Hugh quizzes Karinna to better understand the opportunity - can we make everything affordable? Ever wanted to eavesdrop on an interesting question? Ever wondered what it would feel like to be grilled by a grizzly hedge fund manager? Here's your opportunity.  Nothing is left unsaid, consumer psychology, Cracker - the legendary British tv series - asymmetric reality try-ons. Join us for some trans media storytellingChaoters:00:00 Shared Confessions The Pattern Seeker02:15 Multi Site Villa Rental St Barts03:21 Good for everyone: creator platform influencer consumer05:00 One third of the world population are gamers06:30 Making Everything Affordable11:25 Trans Media Story Telling16:00 Asymmetric Reality Try Ons18:30 The Drop $3.1M in 7 minutes23:30 $6 Sneakers 28:00 A Sexy Functional Platform29:30 A Spatial Web in the Metaverse

32mins

14 Jun 2021

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