Hugh Hendry's Big Picture Bitcoin Perspective

Hugh Hendry's big picture take on bitcoin (1:46 mins)

Hugh Hendry joined us for over an hour in 2H 2023 in what was an amazing conversation about markets, inflation, the U.S. debt and U.S. debt ceiling issue, how and why the Magnificent 7 stocks are dominating the market, asset allocation, plus his ideas about bitcoin, and Apple. Often, in these longer conversations, so many different things get covered, such as how do you come to a valuation of assets like bitcoin, gold or more prevalently, the Magnificent 7 megacap stocks that have ruled market performance over the past year?. Over the next couple of weeks we'll unpack some of the treasures from that conversation.

Today, please enjoy the fourth in this series, Hugh Hendry's big picture take on bitcoin - for us this was the first time we had had it put to us quite this way. What do you think?

You can listen to the full and fascinating conversation from mid-year here.

Part 1 of this series, How to make the 'Debt Ceiling' and 'Supply' problem disappear?, is here.

Part 2 of this series, The Growing China problem?, is here.

Part 3 of this series, How Do You Value Bitcoin, Gold or the Magnificent 7?, is here.

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