So I was thumbing through the most recent bloomberg markets at my gf's while she watched something on E and came across a piece on Hugh Hendry. I turn to my gf and say something along the lines of "I love this guy, he's hilarious" -I loved her look of confusion.
So to make sure you are less clueless yourself here are a couple of his highlight reals. He has a ton just type in hugh hendry in youtube.
He runs the Eclectica Fund (I might be wrong but I believe about +250mm AUM)
enjoy:
"I suggest you panic"
Dec letter to investor
http://www.zerohedge.com/article/hugh-hendry-dece…
Chinese Economy video from 2009 that was mentioned in the bloomberg piece
First video. 1:13 "I would recommend you panic" in reference to European banking system. The rest was blah. Second excerpt. go to page 11/12 where 2007 is glorified and China is talked about. Third Video: pass.
Executive Summary: old news.
Read the "Plasticine Macro Trader" chapter in The Invisible Hands by Steven Drobny.
Great book. Highly recommend it.
I met him at the LSE AIC... he's an "evil genius".
Yeah, I saw him at the AIC too... best part of Day 1.
Update: April letter
http://www.scribd.com/doc/56803835/Eclectica-Fund-2011-04
I like his commentary because its entertaining. In terms of actual trading prowess, there are better guys out there.
7 odd month losing streak until this April is pretty rough. Being +gamma is a tough game in this environment but that is long.
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