The 2 sides of a speculator. The first is the moment when I knew that my end was nigh. I found myself at a macro conference in Barcelona in 2017. My guys literally begged for the organising bank to let us in...
I spent 2 days in this cubicle pitching to low quality macro investors. Track record? Uncorrelated and positive carry returns over 15 years...convex too, which is too say i made a lot more than I ever lost. Yeah sure but how do you spell the name of the fund? You got a pen?
Write this down« F-$-C-K-O-F-F »
I blasted the filter to show the rage bubbling inside 
The 2nd is from the other side; from the life i created for myself. Today, I like surfing and big cars...what can I say? And last week I even surfed in my trousers!
Surf was perfect and I forgot my shorts...what’s a boy with a head full of nonsense got to do around here? And hats off to the wonderful Layla - the queen of the islands - who has become the face of my villa, Blanc Bleu.
And for those interested in those carbon futures, they trade under the moniker, MOZZ1. But really, to follow the story, you got to watch it all unfold on my YouTube channel youtube.com/c/HughHendryOf…
Not the beginning, not the end, I’m just movin on with a curious and playful mind.
@threadreaderapp unroll
• • •
Missing some Tweet in this thread? You can try to
force a refresh
