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Hugh Hendry Eclectica Profile picture
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20 Feb, 5 tweets, 2 min read
I have a new collaborateur with the podcast - Chris Sweeney - author and journalist - he speaks an even more impenetrable version of the Scottish accent than I do - altho his is more authentic and looks like Spud from Trainspotting.
We want more listeners - not just you lot - altho I do love you all dearly...we've just posted a recap of the first 6 months of my hedge life on the usual podcast sites and here
He made me chose between Coldplay and the Cheeky Girls -not an easy choice with my Iggy Pop sensabilities. But with Chris on board I'm hoping to pop these pods out every Friday.
We're going to publish a book later this year -and I ain't talking about an abstract treatise on the macro economy. Think more Keith Richards and the devil's banquet that was my career. I've just read the first section and I blush with the number of gross mots as les Français say
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More from @hendry_hugh

Hugh Hendry Eclectica Profile picture
19 Feb
Dawn of Chaos, anyone? I ripped my conversation from Bloomberg last June when i was gripped by Dengue fever and it seemed to rhyme with recent grotesque events this year.
To repeat what i said in that paper ,which is available if you visit hughhendry.com, I warn you that it’s the febrile world of psychology and shifting expectations that matters more than the Fed and its reserve printing...
That it’s the mood of society that ultimately unleashes the inflationary genie from the bottle, not these huge inert central - banking reserves - nor BTC revaluing from zero to a trillion
Read 9 tweets
Hugh Hendry Eclectica Profile picture
15 Feb
@RanaForoohar I feel moved to reach out to you directly following your article in today’s FT. I’ve invested a huge amount of my life to reading this newspaper.  The FT means something. It has standards to uphold. I recognise that criticism can be viewed as petty and lazy...
But I feel no one is left to protect my sensibilities. I’m seeking well thought out, robust and contentious thought pieces. This most certainly was not.
Public criticism sucks; trust me I know...So let me reverse tack. I congratulate you for having the passion and desire to commit something to print. I think the problem rests more with those you cite and who seem to hold sway over your opinions.
Read 5 tweets
Hugh Hendry Eclectica Profile picture
14 Feb
Gold and silver have been total dogs these last six months. BTC has just outperformed. I attribute this to Wil Self and his Quantity Theory of Insanity.
That there is, after all, a finite set of molecules in the universe of alternative assets - the last hold out for those seeking diversification.
Read 20 tweets
Hugh Hendry Eclectica Profile picture
10 Feb
The moral of the story? Never kiss the ass of a Belgian...@michaelxpettis
Read 4 tweets
Hugh Hendry Eclectica Profile picture
10 Feb
You want to be a macro hedge fund trader? Imagine the hypothetical. You’re taken to a psychiatric ward. There‘s a girl, sitting naked on the floor. She’s rocking. She’s not spoken to anyone for months. What do you do..?
RD Laing a rockstar psychiatrist popular in the psychedelic late 60s went into the room, stripped off naked and started rocking with her. Within 20 mins they were chatting. Ronnie would have made an awesome macro trader...
Read 7 tweets
Hugh Hendry Eclectica Profile picture
8 Feb
Flashback - me in China - 2008. China has 5% world’s land, 20% world’s population, > 15% world GDP and 70% world’s high speed rail system. Farm land with a ticket to go faster than necessary. The US has locomotives... think of two Chinas doing exactly the same thing.
Only difference is accounting. In one China if you invest $100m in a project that is only worth $20m you write the project down to $20m. In line with what other countries do. In the other China, you invest $100m in a project that’s only worth $20m and you carry it at $100m.
In accounting terms the first China will show a much lower GDP and a lower GDP growth rate than the second. We live in the second China. The GDP number they report is much higher than the GDP number of the first.
Read 5 tweets

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