OK, here we go, unprofessional, bad mike, German of an idea?...bring it on...a life eclectic...A new confessions...
This weeks podcast. And no, it's not shot on the beach, but I hang with digital fashion entrepreneur, @karinnanobbs to provide another overlay between macro and tech and maybe even fashion?
Ever wondered how hedge fund managers develop their ideas? Watch as i interrogate Karinna and we discuss @dematerialised an experimental marketspace for digital fashion including a system for the creation and trading of NFTs.
I'm deep in thought and yearning to take macro, commercial. In a world dominated by surging asset prices and the gulf between the haves and have nots, i quiz Karinna to better understand the opportunity - can we make everything affordable?
Ever wanted to eavesdrop on an interesting question? Ever wondered what it would feel like to be grilled by a hedge fund manager? Here's your opportunity. Nothing is left unsaid, consumer psychology, Cracker - the legendary British tv series - asymmetric reality try-ons.
Join us for some trans media storytelling as we hop between Ibiza and St Barts and podcast out tomorrow
How can I describe it? Well I drove to the health food store today streaming the wonderful KXLU - so I'm driving and listening and its the French Caribbean vibe and the radio station is broadcasting from close to LAX airport and its playing Engelbert Humperdinc's Lesbian Seagull
This week's show is a bit like that...I mean who writes that? "Fly with me, lesbian seagull To my little nest by the sea I know I can be strong when you're with me" And YouTube is so prudish, so I elected instead to call the pod, Is it Possible to Tokenise Knowledge?
How to become a trader? Don't believe there are legit training courses - they're all looking to skin you for a bit of money - fiat or otherwise. There as useful as diets.
Be passionate. Read. Read a lot. Do it at night under the covers with a torch. Read about Jesse Livermore - dabble a little - get your hands dirty. But start really small cause you're gonna get it wrong. Don't believe the contrary. You gotta get it wrong to get it right
Keep trading notes. I'm doing this for X/Y/Z. Examine your ex post babbilings with your ex ante rational self... Read interviews about traders - jack schwager started it off. Read how to use Japanese candlestick charts -RV is cheap and excellent - pros and the rest use it
Here's why you should watch this week's instalment...
Hedge fund manager, Hugh Hendry, again invites his former colleague, @ToStRo , to review his 3D macro thought piece. De-Carbonisation. De-Globalisation. Demographics. Macro has changed!
The Acid Capitalist, Hugh, explains how the Fed and it's put on bonds and equities will become the government floor on the price of carbon. You need to understand this now...
You are so far ahead of us. Would you consider recording something with me on my channel? I want to document my efforts to tokenise my community on my YouTube channel. I own a couple of truly beautiful houses and I'm thinking them too and the launch of the family fashion brand.
But more than that, I want to tap into and share your command of this zeitgeist...would you do that for me? You think you could bring me up to speed? If so there is the DM option or my contact page at hughhendry.com. I just know we could gain so much from you both...
Confessions Part XX Is Bitcoin going to a Million Dollars?
Hedge fund manager, Hugh Hendry, invites his former colleague, Tom Roderick, the manager of the Trium Macro Hedge Fund, to review this week's crash in cryptocurrencies.
They draw parallels with the tech bubble of the late 90s and the pyramid of leverage that lay behind the housing bubble in late 2006.
They discuss bitcoin's coming of age. With values soaring past one trillion dollars, crypto is no longer a cheap out-of-the money call option on currency debasement.