Hugh Hendry On Why The World Still Can't Get Enough Dollar Assets
Odd Lots31 Mar 2022

Hugh Hendry On Why The World Still Can't Get Enough Dollar Assets

For years 15 years, Hugh Hendry ran the hedge fund Eclectica Asset Management, earning a reputation as a provocative and contrarian thinker on the entire state of the world economy. These days though, he's living in St. Bart's, surfing, and managing luxury properties for the richest people in the world. But of course, he can't stop thinking about macro. On this episode off Odd Lots, Hendry joins Tracy Alloway and Joe Weisenthal to talk about Europe's big energy mistake, China's property troubles, and why even after all this time, the world can't get enough dollar assets.

See omnystudio.com/listener for privacy information.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(1216)

How the Invention of Rope Gave Us Modern Civilization

How the Invention of Rope Gave Us Modern Civilization

Rope is easy to take for granted. It seems obvious and straightforward. But of course, it had to be invented. Early humans discovered that by twisting fibers around each other, the resulting structure...

30 Mai 36min

Gita Gopinath on Why Interest Rates Have Surged All Around the World

Gita Gopinath on Why Interest Rates Have Surged All Around the World

There's been a massive selloff in the bond market and rates are rising all around the world. Japan, Korea, the UK... You name it. Gita Gopinath, Harvard economics professor and the former first deputy...

29 Mai 51min

Brendan Greeley on the Real 500-Year History of the Dollar

Brendan Greeley on the Real 500-Year History of the Dollar

We love talking about money. And of course, we love talking about the dollar, in all its varieties — from bank deposits to eurodollars to stablecoins. But what fundamentally is a dollar and who actual...

28 Mai 55min

What It Takes to Run One of London's Most Popular Pubs

What It Takes to Run One of London's Most Popular Pubs

As our listeners know, restaurants are great microcosms for macro-economic trends. They sit at the intersection of everything from consumer confidence to commodity costs to the labor market. So on our...

25 Mai 1h 8min

Architect Norman Foster on Why the West Struggles to Build Big

Architect Norman Foster on Why the West Struggles to Build Big

Not many people think of designing buildings as an exercise in economics, but the entire process is defined by constraints around resources (both physical and financial), and an iconic building can al...

23 Mai 54min

'The Assassin' Fahmi Quadir on How to Survive as a Short-Seller

'The Assassin' Fahmi Quadir on How to Survive as a Short-Seller

A short seller is a gumshoe who roots out a particular story about a specific company and brings it to light. And Fahmi Quadir, the founder and CIO of Safkhet Capital, has been labeled "The Assassin" ...

22 Mai 31min

Why Cerebras CEO Andrew Feldman Built The World's Largest Computer Chip

Why Cerebras CEO Andrew Feldman Built The World's Largest Computer Chip

Size is the name of the game for the AI chipmaker Cerebras: Their chips are truly massive, about the size of a dinner plate. According to Andrew Feldman, CEO and founder of Cerebras, that is about 58 ...

21 Mai 51min

Deutsche Bank's Ozan Tarman and Aditya Singhal on Understanding the Macro Risks

Deutsche Bank's Ozan Tarman and Aditya Singhal on Understanding the Macro Risks

It is hard to have a markets conversation that isn't out of date within a minute or two. But we think this one, with Ozan Tarman and Aditya Singhal of Deutsche Bank, is basically evergreen. This conve...

19 Mai 28min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
e24-podden
lydartikler-fra-aftenposten
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
utbytte
finansredaksjonen
rss-skravla-gar
rss-pa-konto
pengesnakk
pengepodden-2
tid-er-penger-en-podcast-med-peter-warren
stormkast-med-valebrokk-stordalen
livet-pa-veien-med-jan-erik-larssen
morgenkaffen-med-finansavisen
rss-markedspuls-2
liberal-halvtime
rss-sunn-okonomi
okonomiamatorene