I might be doing a liverstream in about 5 minutes.
I can't release a podcast this week but I'm uncertain if I can make this work
but car crashes are entertaining...
if not tonight then for sure tomorrow

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More from @hendry_hugh

19 Jun
Confessions Podcast - Acid Capitalist with @ToStRo No limits, how to think about risk when you write your own rulebook
Dive under the hood and examine how to become a hedge fund manager. This week week revisit the summer of 2005, the S&P has been marooned for 2 years moving sideways as the economy and corporate profitability improve. What would an aspiring young manager do?
A rather pallid Hugh cursing his demons from the night before and his newfound love of Pickle-Ball and tequila.
Read 9 tweets
11 Jun
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.
Read 7 tweets
4 Jun
It's Friday and so time for another of my confessions series. This one is different. It's inspired by recent convos with @RaoulGMI which caused @ToStRo to recommend that I read @benedictevans ben-evans.com/presentations
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?
Read 12 tweets
4 Jun
I’m thinking of what to do next...
I’m reading a new book. Can you guess it? I’m going to quote it over the next few tweets.
Ready? Débauchée - one who’s so earnestly pursued pleasure that he’s had the misfortune to overtake it...I think that I suffer from this condition
Read 9 tweets
31 May
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
Read 6 tweets
28 May
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...
Read 8 tweets

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