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 FOLLOW HUGH HENDRY: Website: https://hughhendry.com/ Twitter (@hendry_hugh): / hendry_hugh YouTube: / @hughhendryofficial FOLLOW DAVID LIN: Twitter (@davidlin_TV): / davidlin_tv TikTok (@davidlin_TV): / davidlin_tv Instagram (@davidlin_TV): / davidlin_tv For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 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
