Hugh Hendry

Hugh Hendry is back writing after a long hiatus. His latest commentary to investors makes for good reading. His thesis: we are in a world of debt deflation for which there are no policy remedies; the Fed is fighting an uphill battle and it…

Fortune recently did a story on Jim Chanos called "Chanos vs. China" which warrants reading.  Below is the associated video in which you can hear Chanos making the bearish case for China. Chanos is the most unapologetic and…

Here's a good town hall-style video featuring Simon Schama and Hugh Hendry on BBC QuestionTime. The ever-combative Hendry gave his opinion on the prospects for the UK economy going forward from the Austerian viewpoint. He said that he…

BBC HARDtalk interviewed hedge fund manager Hugh Hendry, CIO & CEO of Eclectica Asset Management, this past Tuesday night. The videos are below.

Hugh Hendry opines on strategy, George Soros and the euro. He believes the euro "is finished" for many of the same reasons I worry about the euro zone – namely that it acts like a deflationary gold standard for euro zone members.…

The PDF of Hugh Hendry's letter to investors is embedded below. Enjoy. Eclectica Monthly Letter 2010 05

Below is a video of the conversation on News Night last night in the UK about the European Credit Crisis. Participants were Hugh Hendry, Gillian Tett and Jeffrey Sachs.

Last week I was on RTTV's CrossTalk talking about the Goldman Sachs Senate hearings with two other guests. This week, on the latest edition of CrossTalk, Peter Lavelle asks his guests who is being bailed out: Greece or the bankers. The…

MIT’s Johnson Says Too-Big-to-Fail Banks Will Spark New Crisis – Bloomberg.com Streit um Griechenland-Hilfe: Deutschland isoliert – n-tv.de New York Fed Warehousing Junk Loans On Its Books: Examiner's Report GMO's Edward Chancellor:…

Part 1 below is background and analysis   Part 2 is where Hendry and Stiglitz talk bailout with the Spanish Ambassador to the UK. Sparks do fly.