I'm excited to welcome The Acid Capitalist Hugh Hendry back on the show for round 2! I hope you all enjoy this conversation. Let me know what you think in the comments. Please like and subscribe. I'm almost to 10,000, and it would be a DREAM to get there before the end of the month. 💙Julia
Here is my list of suggestions.. - Jim Grant - Cathy Wood - Any one from the Big Short - Peter Schiff ( mostly cuz i think its a rite of passage - He is impossible to interview ) - Zoltan Proszar ( I probably mis spelt his name , check out some of the Zero Hedge articles about him for research ) - CEO of Relativity Space, and any of the other Interesting Space companies. - Anyone from the All In Podcast - Someone from WEF ( just cuz I think this will get attention ) - Y Combinator People You should have a much higher sub count. Your content is solid, better than some of the 1m subs accounts , you seem to get very good interviewee's .. I would work on marketing, seo, and alternative media.
Crazy how interesting such an eccentric individual can do in bringing interesting points to the table. It’s true, chaos is always a factor that cannot be measured, though risks taken can measure your level of protection. Balance those portfolios! Also, almost to 10K subs Julia, keep it up!! Your work is in a league of its own. 💖😤👌
The original sin was keeping rates too low and letting inflation get out of control - where they had to raise rates fast and now the dominoes are starting to fall.
i have no idea why more people dont listen to him....he is nuts granted....but he has insight...im like a cat on a hot tin roof with my trading....a correction coming...sure it is...but when who knows...why it has not already happened also again i will never understand why....i guess time will tell.
@@deborahcurtis1385 Dont misinterpret my "nuts"...probably a bad choice of words....i love the guy...i follow the guy religiously....so lets go with "OUT THERE"...i have probably made as much money in life as him...maybe more...and all of us are "OUT THERE"...we are not normal thinking folk.... Do i believe a GFC 2.0 is on its way...yeah i do...how ever i feel demographics is the slow BLACK SWAN swimming around thats right in front of us and most are not paying attention to it.
Thanks for your feedback, George. I'll limit ads soon. Trying to get my first sponsor for the show. There are no ads on Spotify where I also post the video.
I do have the video that's ad-free on Spotify too. If I can secure a sponsor or two, I can eliminate ads 🙏 open.spotify.com/episode/0pz0FHeoUfyw3rN0L33WWk
Regards AI: There is a fundamental principle in information theory that everyone is ignoring. There is only a finite amount of information to be derived from a set of facts. IOW, there is only so much existing information in a set of facts. AI can only make use of the facts it scraps from reading Wikipedia web pages, or wherever else it scraps web data. To propose tha AI will create new facts is to project that dialectical can actually synthesize facts via intersectionality, which is impossible.
He's just very intelligent. If he were not so intelligent he would be failing but he is thriving instead, highly successful. He merits close listening and investigation. He uses metaphors because they are able to communicate the essence, rapidly. He doesn't get bogged down in jargon and obfuscate. I heard someone from Yale, a researcher recently and he had not factored at all the exposure of the banks to the commercial property market. This is such a colossal error I couldn't believe it, but his interviewer was so in his thrall he let it go unchecked. This kind of thing happens all the time, but HH is a very smart guy and worth the effort to try to understand. His taste in music is also excellent from what I've just heard.
Our only hope at this point is to exercise fiscal discipline. We need to reshore too, but the rest is secondary at this point. If we can lower the deficit we can keep our system. Not sure it’s possible politically but I hope so.
Did you listen closely to what Hugh Hendry was saying? Because I don't think that is his conclusion at all. Listen again, I urge you. Also turkeys don't vote for Christmas, and it's not reasonable nor possible for people, ordinary people to shoulder the burden for what is essentially a banking issue for the rich. That is not palatable at all and or should it be.
I’m in the beginning about same age Hugh what we had was lower rates our whole careers so it had a tail wind after 2000 it’s been Fed back outs Wait Now we’re In 35 year trend higher rates and the bail out may have 1 more ledt
Dont misinterpret my "nuts"...probably a bad choice of words....i love the guy...i follow the guy religiously....so lets go with "OUT THERE"...i have probably made as much money in life as him...maybe more...and all of us are "OUT THERE"...we are not normal thinking folk.... Do i believe a GFC 2.0 is on its way...yeah i do...how ever i feel demographics is the slow BLACK SWAN swimming around thats right in front of us and most are not paying attention to it.
Hendry is trying to appeal to a certain demographic, hence the acid capitalist bs, singlets etc. He is trying to be a role model, with a role being something you play, and a model being something you make. Both are FAKE. His background is not that impressive.
Thanks Julia. I still don’t understand Crypto, I mean it has value because people buy it. You can use it for anything unlike oil, gold, silver, copper, etc.
I'm excited to welcome The Acid Capitalist Hugh Hendry back on the show for round 2! I hope you all enjoy this conversation. Let me know what you think in the comments. Please like and subscribe. I'm almost to 10,000, and it would be a DREAM to get there before the end of the month. 💙Julia
Thank you!
I'm a simple man, I see Hugh I click 🤑
Yes I love it. I was thinking Jeff Snider too!!
I had Jeff on episode 67 :) th-cam.com/video/ned3T_dMdjk/w-d-xo.html
Here is my list of suggestions..
- Jim Grant
- Cathy Wood
- Any one from the Big Short
- Peter Schiff ( mostly cuz i think its a rite of passage - He is impossible to interview )
- Zoltan Proszar ( I probably mis spelt his name , check out some of the Zero Hedge articles about him for research )
- CEO of Relativity Space, and any of the other Interesting Space companies.
- Anyone from the All In Podcast
- Someone from WEF ( just cuz I think this will get attention )
- Y Combinator People
You should have a much higher sub count. Your content is solid, better than some of the 1m subs accounts , you seem to get very good interviewee's .. I would work on marketing, seo, and alternative media.
Smart dude, and I'm with him.
I can't tell if this one was a finance podcast or flirting ❤
Thats just Hugh, he spreads the Love Vibe wherever he is, women, men, tables, food. Its who he is 😁
@@videogroove Yes he's true to his word, a lover not a hater.
Fantastic
I remember him from when he ran his fund. Smart guy and a straight shooter.
But over rated
"Ran"
Good Interview Julia :)
Thank you 😊😊😊
Great interview, I like hear all the macro voices out there!
Crazy how interesting such an eccentric individual can do in bringing interesting points to the table. It’s true, chaos is always a factor that cannot be measured, though risks taken can measure your level of protection. Balance those portfolios!
Also, almost to 10K subs Julia, keep it up!! Your work is in a league of its own. 💖😤👌
"I see dead bodies...of course I own tech stocks" Am I the only person on the planet that thinks NVDA/QQQ is a bad idea?
Hugh ignores mean reversion in the case of equities momentum
He said he is 20% equities, 20% Bitcoin, options on treasuries, and a large chunk of cash.
Always a thought provoking discussion w/ you two!! ❤ Thx! 🙏
Thank you so much, Andrew!
Thank you Joanne for this Podcast. Its an eye opener. Hugh Hendry reveals lots of interesting facets.
You're welcome. I'm Julia, though! ❤😆
You heard it here first folks, Hugh is a "flea drawn to the light at night"😂
Isn't that a moth?
He also said everyone complained the Fed was early.
No,... everyone complained the Fed was late.
Hugh wants rates to zero to steal from Savers and wealth transfer to asset bubble riders, debtors and speculators.
Wie motten um das licht according to the song
The original sin was keeping rates too low and letting inflation get out of control - where they had to raise rates fast and now the dominoes are starting to fall.
What dominoes are falling? A couple of banks invested too much in gvt. bonds and failed. Other than that economy is fine.
@@Jensth
Time will tell if the economy is “fine” (for sure not in Europe, and China seems to have slowed down with more to come...)
Great interview! 😃
i have no idea why more people dont listen to him....he is nuts granted....but he has insight...im like a cat on a hot tin roof with my trading....a correction coming...sure it is...but when who knows...why it has not already happened also again i will never understand why....i guess time will tell.
How is he nuts? I don't see this. I just see someone who has a lot of intellectual freedom and he isn't fenced in.
@@deborahcurtis1385 Dont misinterpret my "nuts"...probably a bad choice of words....i love the guy...i follow the guy religiously....so lets go with "OUT THERE"...i have probably made as much money in life as him...maybe more...and all of us are "OUT THERE"...we are not normal thinking folk....
Do i believe a GFC 2.0 is on its way...yeah i do...how ever i feel demographics is the slow BLACK SWAN swimming around thats right in front of us and most are not paying attention to it.
Hugh needs to credit Emil Kalinowski.
It's called a manipulated market. 😢 Make the best of it! Nothing else to do. 😮😮
I'm on the same wave length as this dude. 😢❤😮😅
Yeah I think it’s a hopium market. Eventually the trip will turn ugly.
Great guests, please limit the ads . I can certainly hear these folks on other platforms . For your information
Thanks for your feedback, George. I'll limit ads soon. Trying to get my first sponsor for the show. There are no ads on Spotify where I also post the video.
I’ll listen on Spotify,thanks
Huge economic contractions mean huge economic stimulus. Stock market will soar.
You just don’t get it! That’s the friggin problem!!!
@@bdek68 a soaring stock market woohooo. What’s not to get?
Invest in Alcohol 🥃 😎✌️
I've only watched 5 seconds but this is a mega flirt ha ha. Superb.
Jeff Schneider
Richard Werner
Zoltan Poznar
Lacy Hunt
& a curveball…
Katherine Austin Fitts…
Hugh is cracking ASMR as a bonus
Great vid Julia - but the ads - make it almost unwatchable.
I do have the video that's ad-free on Spotify too. If I can secure a sponsor or two, I can eliminate ads 🙏 open.spotify.com/episode/0pz0FHeoUfyw3rN0L33WWk
@@TheJuliaLaRocheShow Get your money! Great info and guests and I'll put up with it. Appreciate your work. (Thanks for the link!)
@@AMD-dx6yz Yeahhh! I'm offering really reasonable rates and have the BEST viewers ever. ❤
Everything but unwatchable. Great content and worth the watch.
@@briget3456 Thank you 💙
My 5 are Saifedean Ammous, Jeff Booth, Lynn Alden, Michael Saylor and me! Haha😂
Regards AI: There is a fundamental principle in information theory that everyone is ignoring. There is only a finite amount of information to be derived from a set of facts. IOW, there is only so much existing information in a set of facts. AI can only make use of the facts it scraps from reading Wikipedia web pages, or wherever else it scraps web data. To propose tha AI will create new facts is to project that dialectical can actually synthesize facts via intersectionality, which is impossible.
Can facts from the past predict the future? Many smarts believe so.
Restaurants are full, people are traveling and spending. Real estate shortage. I don't see any slowdown.
Hugh is best described by one of the characters in the old Batman series-"The Riddler" Can you figure out what he is saying? The Co Van
He's just very intelligent. If he were not so intelligent he would be failing but he is thriving instead, highly successful. He merits close listening and investigation. He uses metaphors because they are able to communicate the essence, rapidly. He doesn't get bogged down in jargon and obfuscate. I heard someone from Yale, a researcher recently and he had not factored at all the exposure of the banks to the commercial property market. This is such a colossal error I couldn't believe it, but his interviewer was so in his thrall he let it go unchecked. This kind of thing happens all the time, but HH is a very smart guy and worth the effort to try to understand. His taste in music is also excellent from what I've just heard.
High can save capitalism!
Our only hope at this point is to exercise fiscal discipline. We need to reshore too, but the rest is secondary at this point. If we can lower the deficit we can keep our system. Not sure it’s possible politically but I hope so.
Did you listen closely to what Hugh Hendry was saying? Because I don't think that is his conclusion at all. Listen again, I urge you.
Also turkeys don't vote for Christmas, and it's not reasonable nor possible for people, ordinary people to shoulder the burden for what is essentially a banking issue for the rich. That is not palatable at all and or should it be.
Love Hugh but who are the five people?
I’m in the beginning about same age Hugh what we had was lower rates our whole careers so it had a tail wind after 2000 it’s been Fed back outs
Wait
Now we’re
In 35 year trend higher rates and the bail out may have 1 more ledt
Bitcoin idiocy is astonishing.
The 5:
Jeff Snider
Emil Kalinowski
Lacy Hunt
?
?
Simon Hunt - are they related? Simon is definitely a good listen 🎶
@adrianboucek Lacy Hunt is booked for the end of October! Just confirmed today.
@@TheJuliaLaRocheShow amazing!
Hugh, if you are a acid capitalist how can you support the fed?
I don't
20% allocated to Bitcoin.
Another big wig on board the BTC train.
She like likes him
Dont misinterpret my "nuts"...probably a bad choice of words....i love the guy...i follow the guy religiously....so lets go with "OUT THERE"...i have probably made as much money in life as him...maybe more...and all of us are "OUT THERE"...we are not normal thinking folk....
Do i believe a GFC 2.0 is on its way...yeah i do...how ever i feel demographics is the slow BLACK SWAN swimming around thats right in front of us and most are not paying attention to it.
Hendry is trying to appeal to a certain demographic, hence the acid capitalist bs, singlets etc. He is trying to be a role model, with a role being something you play, and a model being something you make. Both are FAKE. His background is not that impressive.
Again he’s wrong going from 6 to zero
Was
The problem not zero
To
5
I'm not even sure I'm a man anymore, I see Hugh I click 🤮
Acid capitalism! The lost art. 🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑
?
Now you know why England has fallen. That's one sick dude
He's a Jock (that is not sportsman as you Yanks say by a man North of the wall, i.e. Scottish)
English? Hahahahaha...
This guy looks like a 50 year old skateboarder
She's got the hots for Hugh..
Nope... that's Hugh... I am an expert
Thanks Julia. I still don’t understand Crypto, I mean it has value because people buy it. You can use it for anything unlike oil, gold, silver, copper, etc.
Intrinsic value doesn't matter to Hugh... It can be used bubble gum , but if it's going up and can make him money... then all aboard !
Wonder why he calls it Acid Capitalist,... rather than LSD Capitalist.
en.wikipedia.org/wiki/Silvana_Tenreyro