The ACID Capitalist Discusses the "Terrifying" Yen Move, and Risk of "Mad Max" Deflation on Odd Lots
hughhendry.substack.com
The world teeters on the edge of a jagged knife, my friends. From the looming shadows of Chinese deflation to the overbearing strength of the US dollar and the juicy carry trade, the financial landscape is fraught with seismic shifts that could very well redefine our global economic fabric. Ha, when is never like that I hear you say. In today's podcast episode, yours truly—Hugh Hendry, formerly the boss of the Eclectica global macro hedge fund and now the ACID Capitalist from the sun-drenched shores of St. Bart’s—me, yeah, I dive into the complexities of these pivotal times.
The ACID Capitalist Discusses the "Terrifying" Yen Move, and Risk of "Mad Max" Deflation on Odd Lots
The ACID Capitalist Discusses the…
The ACID Capitalist Discusses the "Terrifying" Yen Move, and Risk of "Mad Max" Deflation on Odd Lots
The world teeters on the edge of a jagged knife, my friends. From the looming shadows of Chinese deflation to the overbearing strength of the US dollar and the juicy carry trade, the financial landscape is fraught with seismic shifts that could very well redefine our global economic fabric. Ha, when is never like that I hear you say. In today's podcast episode, yours truly—Hugh Hendry, formerly the boss of the Eclectica global macro hedge fund and now the ACID Capitalist from the sun-drenched shores of St. Bart’s—me, yeah, I dive into the complexities of these pivotal times.