Joe Rogan for Fed Chair! Feat. Hugh Hendry

Today on the Brief:
A public company has switched $250 million in cash reserves to bitcoin
The latest in the vaccine rumor trade with Vladimir Putin’s propaganda play 
Hong Kongers use the stock market to protest
Our main conversation is with former hedge fund manager Hugh Hendry. 
After a few years of focusing on a “volatility at the end of the world trade” in property development in St. Barth’s, the constant contrarian Hugh Hendry has returned to the macro world in a big way. 
In this conversation, Hugh and NLW discuss:
Why Hugh left macro, and why he came back
How he lost three years being angry at the Fed
How he came to be bullish on equities in 2012 
How money managers become trapped by narratives 
Why the Fed should actually be less, not more, conservative 
Why we need someone like Joe Rogan as Fed chair 
 
Find out guest online:
Website: hughhendryofficial.com
Twitter: @hendry_hugh
 

Today on the Brief:

A public company has switched $250 million in cash reserves to bitcoin The latest in the vaccine rumor trade with Vladimir Putin’s propaganda play  Hong Kongers use the stock market to protest

Our main conversation is with former hedge fund manager Hugh Hendry. 

After a few years of focusing on a “volatility at the end of the world trade” in property development in St. Barth’s, the constant contrarian Hugh Hendry has returned to the macro world in a big way. 

In this conversation, Hugh and NLW discuss:

Why Hugh left macro, and why he came back How he lost three years being angry at the Fed How he came to be bullish on equities in 2012  How money managers become trapped by narratives  Why the Fed should actually be less, not more, conservative  Why we need someone like Joe Rogan as Fed chair 

 

Find out guest online:

Website: hughhendryofficial.com

Twitter: @hendry_hugh