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It’s been awhile since we’ve heard from favorite Hugh Hendry…in fact he’s so far under the radar these days that his new commentary is six months old when it finally hits the streets! Here’s a 20-min clip of Hendry (via the Big Picture) discussing the Chinese economic mirage (in his view), Japanese deflation, gold and more […]
Hugh Hendry has emerged! He released a new Eclectica letter with a surprising twist – he’s more bullish on the aging, indebted West than he is emerging markets. Last November here in Sacramento, Hendry expressed an admiration for the American way of capitalism, and shared his doubts about the degree of freedom that exists in […]
Barron’s got a hold of Hugh Hendry to chat about his favorite topics – namely deflation, and shorting Asia! If you read our previous coverage of Hendry’s economic outlook, there’s not much new here, but it’s still probably worth a quick read. In summary, Hendry remains biased towards “hyperdeflation BEFORE hyperinflation”: The road to hyperinflation […]
Yesterday I had the great honor and opportunity to sit courtside for a live one-hour presentation from our favorite contrarian, irreverent hedge fund manager – Hugh Hendry himself. What a thrill! Hendry, as you may know, is partner and Chief Investment Officer at Eclectica Asset Management. While his claims to fame are numerous, his two […]
Here’s an out-of-this-world experience with Hugh Hendry – a full hour with noted financial author Steven Drobny (who’s books are excellent, by the way). You just have to absolutely love someone who says they would short themselves. Hendry’s a believer in debt deflation, and thinks the yen and dollar could appreciate greatly, because most debt […]
It’s been WAY too long since we checked in with Hugh Hendry – THE most engaging and entertaining fund manager to listed to, in my humble opinion. Fortunately we’ve got some fresh Hendry takes, courtesy of Bloomberg. First up, a 6-minute video interview where he shares why he’s bearish on China, bullish on the buck […]
The guys at King World News conducted an excellent interview with Hugh Hendry, an A-List favorite of ours. If you’re not yet familiar with Hugh, you should be – you can listen to the interview here. I’ll admit I have a full-on “man crush” on our boy Hugh – he’s incredibly smart, eloquent, and insightful […]
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