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Hugh Hendry Eclectica Profile picture
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16 Apr, 6 tweets, 2 min read
Dickcoin Anyone? Another Confessions Podcast is ready to launch. This week I get really angry with the FT again and its guest columnists - the grey column...
This week we go phallic and chat about The Beastie Boys, Swedish food discount retailer, Axfood, the power of the third, Price-to-Sales as a value metric and how one of my former colleagues fled Iran stitched inside a sofa.
buzzsprout.com/1017043/8347211
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More from @hendry_hugh

Hugh Hendry Eclectica Profile picture
9 Apr
I'm super stoked about this episode. Give Chris and I an hour or so to get it on the channels

Confessions Part XIV (March 2004) - Doom Loop

The narrative continues as we jump from uranium into the oil market, and we get filthy, maybe even dirty...
Why did the scorpion kill the frog? Hey hedges gotta make money... We also look at China, could it be about to turn Japanese? Too early to say conclusively but the Princes of the Yuan are stirring
Read 8 tweets
Hugh Hendry Eclectica Profile picture
2 Apr
Deep dive into the uranium sector and the Archegos scandal and how I was almost tossed out of a plane by Robert Mugabe’s money men during a trip to Africa.

Hedge Fund pirate Hugh Hendry and writer and co-host, Chris Sweeney, chronicle the inner workings of a macro hedge fund
They use Hugh's monthly client letters as a hedge fund boot camp to reveal what he was thinking and why he made the decisions he did, in real time. No new Hedge Fund wannabee can afford to miss the journey to the present day where Hugh reveals his latest macro insights.
This week they discuss why genius is buying anything!! at the bottom of a bear market. Having shorted chip stocks in 2004, Hugh explains why the electricity of everything means chips with everything. What killed the previous uranium bull market and why the charts are so orgasmic
Read 6 tweets
Hugh Hendry Eclectica Profile picture
27 Mar
Every Friday I publish my podcast series Confessions - a boot camp for wannabe hedge fund types - and I play time travel by bouncing from my old investment letters to the present day in search of inspiration. This week I reflect upon time investing. buzzsprout.com/1017043/8215964
This edition is labelled "Loud!!" because I finally resolved the problem with my mike - I'm now positively loud...furthermore I have had an epiphany -I now accept that I can only recognise absurd investment opportunities with the advantage of large swathes of time.
I compare and contrast time cycles, using the 20 year bear market in gold with that for the tech giant SAP back in 2003 - I'm grateful that I could read the entrails in gold but I admonish myself for failing to buy SAP at €10 in 2003 and why I might buy it now for €120...
Read 16 tweets
Hugh Hendry Eclectica Profile picture
21 Mar
The creative who’s taken the path of time and space to the end knows that where it all ends, it all begins... Not the beginning, not the end
Me? I’m just movin on with a curious and playful mind. Remember, I’ve seen things you people wouldn’t believe and I’m determined that all those moments won’t be lost in time. These aren’t tears in the rain and this isn’t a time to die...we got bull and bear markets to discover
Read 5 tweets
Hugh Hendry Eclectica Profile picture
19 Mar
Bear-to-Infinity? Few people remember my transformation to the bullish camp at the end of 2013 with SPX bubbling under 2k. Here’s an extract from the letter that caused a billion $s to walk. No one could handle a bullish moi...
Bob Ryan, from the US cable TV show Entourage. The show chronicles the workings of Hollywood
and Ryan is a legendary movie producer credited with a string of box office winners. His problem
is that his success was rather a long time ago.
So no one is certain of his skills anymore. He makes seemingly absurd promises – think along the lines of "...what if I were to tell
you that this movie will cost peanuts to make, will earn you four Oscars and will gross $100m...is that something you might be interested in?"
Read 15 tweets
Hugh Hendry Eclectica Profile picture
19 Mar
The 2 sides of a speculator. The first is the moment when I knew that my end was nigh. I found myself at a macro conference in Barcelona in 2017. My guys literally begged for the organising bank to let us in...
I spent 2 days in this cubicle pitching to low quality macro investors. Track record? Uncorrelated and positive carry returns over 15 years...convex too, which is too say i made a lot more than I ever lost. Yeah sure but how do you spell the name of the fund? You got a pen?
Write this down«  F-$-C-K-O-F-F »
Read 10 tweets

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