Podcast Episodes
Back to SearchConfessions VII: Cheeky Girls & A Golden Nutmeg
Episode 8
Send us Fan Mail
Hedge Fund maverick Hugh Hendry and his co-host journalist and author Chris Sweeney chronicle the inner workings of the uncorrelated …
5 years, 1 month ago
Chinese Punk with Michael Pettis
Episode 7
Send us Fan Mail
I recorded this last summer. I have so much admiration for Professor Pettis. Almost everyone in macro with risk positions in China in…
5 years, 1 month ago
Negative Vibes - Why the Reserve Currency should go Negative
Episode 6
Send us Fan Mail
I try and answer your questions relating to my recent twitter outburst regarding the role of negative interest rates. I explain how t…
5 years, 4 months ago
February & March 2003: Massacre of the Beloved
Episode 5
Send us Fan Mail
Losing $40m over 2 months. My first rookie mistake - too much risk. Gold approaching $400. It would stay there next 3 years but the s…
5 years, 6 months ago
January 2003: How many times can you say sorry?
Episode 4
Send us Fan Mail
Gold stocks surging. Fund performance recovers. Explaining the explosive convexity of gold miners. Another hedge fund manager from Gl…
5 years, 8 months ago
December 2002: Commodity Speculator Paradise
Episode 3
Send us Fan Mail
The gold stocks arrive @ Eclectica A very deep gold mine Buying the WORST in case you're proved correct. Plasticine Macro trader. B…
5 years, 10 months ago
November 2002: Is there something better than great sex?
Episode 2
Send us Fan Mail
1 Month Eclectica Fund -0.1%; FTSE All Share +0.8%
YTD Eclectica Fund -4.9%; FTSE All Share +9.0%
What did I do when I discovered Amste…
5 years, 11 months ago
October 2002: Baptism of Fire
Episode 1
Send us Fan Mail
I cry, You Cry. New babies, catching fallen angels, too early for rate cuts.
Baptism of fire: launching a global macro hedge fund at t…
5 years, 11 months ago