Interview recorded - 1st of August, 2023 On this episode of the WTFinance podcast I had the pleasure of speaking with Hugh Hendry - Former Hedge Fund manager of Eclectica Asset Management, also known as the Acid Capitalist. During our conversation we spoke about why Hugh is fearful, similarities between today and 2008, understanding the actions of central banks and an explanation of Hugh's portfolio. I hope you enjoy. 0:00 - Introduction 1:45 - What is Hugh seeing and is he fearful? 4:55 - Are there similarities between today and 2008? 10:09 - Fiscal stimulus has picked up private demand slack? 12:14 - We are in the waiting room 17:50 - Understand what your position means 19:20 - Are central banks acting faster as seen with UK Pension Crisis and SVB collapse? 26:39 - Inflation wouldn’t have changed with faster interest rate increases 31:38 - Hugh’s portfolio 42:55 - One message to takeaway from our conversation? Hugh Hendry is an award winning hedge fund manager, ma
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