Podcast Episodes
Back to SearchChina's Zodiac Doomsday Clock
Episode 28
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Ex macro hedge fund manager, Hugh Hendry, again invites his former investment partner, Tom Roderick, to review the global macro lands…
4 years, 3 months ago
Punk Macro Inflation
Episode 27
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Former macro hedge fund manager, Hugh Hendry, again invites his former investment colleague, Tom Roderick, to review the global macro…
4 years, 4 months ago
China Risk Shared Confessions by Hugh Hendry & Tom Roderick
Episode 26
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Hedge fund manager, Hugh Hendry, again invites his former colleague, Tom Roderick, who manages macro at Trium in London, to review th…
4 years, 6 months ago
Confessions: Hugh Hendry & Tom Roderick, Acid Capitalist
Episode 25
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Hedge fund manager, Hugh Hendry, invites former investment partner, Tom Roderick, to dive under the hood and examine how one becomes …
4 years, 9 months ago
Shared Confessions: Hugh Hendry & Karinna Knobbs, Pattern Seekers
Episode 24
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Hedge fund manager, Hugh Hendry, invites digital fashion entrepreneur, Karinna Knobbs, to provide another overlay between macro and t…
4 years, 9 months ago
Shared Confessions: Hugh Hendry & Benedict Evans, Is it Possible to Tokenise Knowledge?
Episode 23
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Hedge fund manager, Hugh Hendry, invites technology savant, Benedict Evans, to provide an overlay between macro and tech. Together th…
4 years, 9 months ago
Confessions XXI: PGMs the Ethereum of Commodities
Episode 22
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Chapters:
00:00 Confessions Part XXI Fed Irrelevant. Macro Has Changed
01:30 3D Macro
03:20 De Carbonisation / De Globalisation / Demogr…
4 years, 10 months ago
Confessions XX: Is Bitcoin going to a Million Dollars? (Apr 2005)
Episode 21
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Hedge fund manager, Hugh Hendry, invites his former colleague Tom Roderick, the manager of the Trium Macro Hedge Fund, to review this…
4 years, 10 months ago
Confessions XIX: Is Bitcoin Lehman? (March 2005)
Episode 20
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Macro Hedge Fund Manager offers more global insights and delivers a shellacking of Elon Musk, Tesla, and their incestuous menage-à-tr…
4 years, 10 months ago
Confessions XVIII: I Believe (Feb 2005)
Episode 19
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Hugh goes back to the future to zero in on the hydroelectric income trust, Innergex, in the Canadian province of Quebec. Having inves…
4 years, 10 months ago