{"id":952,"date":"2022-03-21T11:00:00","date_gmt":"2022-03-21T11:00:00","guid":{"rendered":"http:\/\/684b61ea-c696-4fad-ab0b-eef9ef63cd59"},"modified":"2022-03-21T11:00:00","modified_gmt":"2022-03-21T11:00:00","slug":"110-hugh-hendry-war-europe-inflation-u-s-china-dislocations-bonds-equities-carbon-metaverse","status":"publish","type":"episode","link":"https:\/\/advisoranalyst.com\/podcast\/episode\/110-hugh-hendry-war-europe-inflation-u-s-china-dislocations-bonds-equities-carbon-metaverse\/","title":{"rendered":"110 Hugh Hendry: War Europe Inflation U.S. China Dislocations Bonds Equities Carbon Metaverse"},"content":{"rendered":"<p>Hugh Hendry, The Acid Capitalist, Macro-Advisor, and Founder of Eclectica Asset Management, joins us for a creative and critical, hot-take filled conversation.<\/p>\n<p>=========================================<\/p>\n<h1><strong>HIGHLIGHTS<\/strong><\/h1>\n<p>=========================================<\/p>\n<p>&#8211; Blunderer Putin&#8217;s absurd personal ego-fueled tragic war on Ukraine<\/p>\n<p>&#8211; Europe caught on the backfoot<\/p>\n<p>&#8211; Inflation, what it is and is this it, yet?<\/p>\n<p>&#8211; Natural gas, Pipelines<\/p>\n<p>&#8211; Gold<\/p>\n<p>&#8211; the unbalanced symbiosis that is U.S.-China trade, currency and policy malaise<\/p>\n<p>&#8211; the realities facing the bond market <\/p>\n<p>&#8211; bifurcation and dislocation in markets<\/p>\n<p>&#8211; the crisis and opportunity in equity market &#8216;glitches&#8217;<\/p>\n<p>&#8211; the Carbon Credit system, how it works, how it can work,  and it&#8217;s inevitable future value, <\/p>\n<p>&#8211; the meaning and significance of &#8216;The Metaverse&#8217; and NFTs and why and who it matters to.<\/p>\n<p>=========================================<\/p>\n<h1><strong>Where to find Hugh Hendry:<\/strong><\/h1>\n<p>=========================================<\/p>\n<p><a rel=\"noreferrer noopener\" target=\"_blank\" href=\"https:\/\/www.youtube.com\/c\/HughHendryOfficial\/videos\">Hugh Hendry Official on Youtube<\/a> <\/p>\n[Download]  <a rel=\"noreferrer noopener\" target=\"_blank\" href=\"https:\/\/hughhendry.com\/dawn-of-chaos-report\/\">Hugh Hendry&#8217;s &#8216;Dawn of Chaos&#8217; Report<\/a><\/p>\n<p><a rel=\"noreferrer noopener\" target=\"_blank\" href=\"https:\/\/hughhendry.com\">HughHendry.com<\/a><\/p>\n<p><a rel=\"noreferrer noopener\" target=\"_blank\" href=\"https:\/\/www.instagram.com\/hughhendryofficial\/\">Hugh Hendry on Instagram<\/a><\/p>\n<p><a rel=\"noreferrer noopener\" target=\"_blank\" href=\"https:\/\/twitter.com\/hendry_hugh\">Hugh Hendry on Twitter<\/a><\/p>\n<p><a rel=\"noreferrer noopener\" target=\"_blank\" href=\"https:\/\/www.linkedin.com\/in\/hugh-hendry\/\">Hugh Hendry on Linkedin<\/a><\/p>\n<p><a rel=\"noreferrer noopener\" target=\"_blank\" href=\"https:\/\/blancbleustbarts.com\/\">BlancBleu Saint Barts<\/a><\/p>\n<p><a rel=\"noreferrer noopener\" target=\"_blank\" href=\"https:\/\/blancbleustbarts.com\/press\/\">BlancBleu Saint Barts &#8211; Press<\/a><\/p>\n<p>=========================================<\/p>\n<h1><strong>Where to find the Raise Your Average crew:<\/strong><\/h1>\n<p>=========================================<\/p>\n<p><a rel=\"noreferrer noopener\" target=\"_blank\" href=\"https:\/\/investresolve.com\/\">ReSolve Asset Management<\/a> <\/p>\n<p><a rel=\"noreferrer noopener\" target=\"_blank\" href=\"https:\/\/investresolve.com\/blog\/\">ReSolve Asset Management Blog<\/a> <\/p>\n<p><a rel=\"noreferrer noopener\" target=\"_blank\" href=\"https:\/\/www.linkedin.com\/in\/michaelphilbrick\/\">Mike Philbrick on Linkedin<\/a><\/p>\n<p><a rel=\"noreferrer noopener\" target=\"_blank\" href=\"https:\/\/www.linkedin.com\/in\/rodrigogordillo\/\">Rodrigo Gordillo on Linkedin<\/a><\/p>\n<p><a rel=\"noreferrer noopener\" target=\"_blank\" href=\"https:\/\/www.linkedin.com\/in\/adamdbutler\/\">Adam Butler on Linkedin<\/a><\/p>\n<p><a rel=\"noreferrer noopener\" target=\"_blank\" href=\"https:\/\/www.linkedin.com\/in\/pierre-daillie-advisoranalyst\/\">Pierre Daillie on Linkedin<\/a><\/p>\n<p><a rel=\"noreferrer noopener\" target=\"_blank\" href=\"https:\/\/www.linkedin.com\/in\/josephlamanna\/\">Joseph Lamanna on Linkedin<\/a><\/p>\n<p><a rel=\"noreferrer noopener\" target=\"_blank\" href=\"https:\/\/advisoranalyst.com\">AdvisorAnalyst.com<\/a><\/p>\n<p>=========================================<\/p>\n<p>&#8220;You don&#8217;t have to be brilliant, just wiser than the other guys, on average, for a long time.&#8221;  Charlie Munger<\/p>\n<p>Welcome to Raise Your Average, our deep dive journey into learning from the people and process behind the world of investing. Through conversations with leaders in the investments game, we peel back the layers of the onion on how these holders of the keys to the kingdom allocate their time, their energy, and their dollars. <\/p>\n<p>We are all students and we are all teachers. We are the average of the 5 people we spend the most time with. Come hang out with us for a while and raise your average, as we raise ours.<\/p>\n<p>Music credit: In Hip Hop, Paul Velchev (8MJZA6T3LK)<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Hugh Hendry, The Acid Capitalist, Macro-Advisor, and Founder of Eclectica Asset Management, joins us for a creative and critical, hot-take filled conversation.<\/p>\n<p>=========================================<\/p>\n<h1><strong>HIGHLIGHTS<\/strong><\/h1>\n<p>=========================================<\/p>\n<p>&#8211; Blunderer Putin&#8217;s absurd personal ego-fueled tragic war on Ukraine<\/p>\n<p>&#8211; Europe caught on the backfoot<\/p>\n<p>&#8211; Inflation, what it is and is this it, yet?<\/p>\n<p>&#8211; Natural gas, Pipelines<\/p>\n<p>&#8211; Gold<\/p>\n<p>&#8211; the unbalanced symbiosis that is U.S.-China trade, currency and policy malaise<\/p>\n<p>&#8211; the realities facing the bond market <\/p>\n<p>&#8211; bifurcation and dislocation in markets<\/p>\n<p>&#8211; the crisis and opportunity in equity market &#8216;glitches&#8217;<\/p>\n<p>&#8211; the Carbon Credit system, how it works, how it can work,  and it&#8217;s inevitable future value, <\/p>\n<p>&#8211; the meaning and significance of &#8216;The Metaverse&#8217; and NFTs and why and who it matters to.<\/p>\n<p>=========================================<\/p>\n<h1><strong>Where to find Hugh Hendry:<\/strong><\/h1>\n<p>=========================================<\/p>\n<p><a rel=\"noreferrer noopener\" target=\"_blank\" href=\"https:\/\/www.youtube.com\/c\/HughHendryOfficial\/videos\">Hugh Hendry Official on Youtube<\/a> <\/p>\n<p>[Download]  <a rel=\"noreferrer noopener\" target=\"_blank\" href=\"https:\/\/hughhendry.com\/dawn-of-chaos-report\/\">Hugh Hendry&#8217;s &#8216;Dawn of Chaos&#8217; Report<\/a><\/p>\n<p><a rel=\"noreferrer noopener\" target=\"_blank\" href=\"https:\/\/hughhendry.com\">HughHendry.com<\/a><\/p>\n<p><a rel=\"noreferrer noopener\" target=\"_blank\" href=\"https:\/\/www.instagram.com\/hughhendryofficial\/\">Hugh Hendry on Instagram<\/a><\/p>\n<p><a rel=\"noreferrer noopener\" target=\"_blank\" href=\"https:\/\/twitter.com\/hendry_hugh\">Hugh Hendry on Twitter<\/a><\/p>\n<p><a rel=\"noreferrer noopener\" target=\"_blank\" href=\"https:\/\/www.linkedin.com\/in\/hugh-hendry\/\">Hugh Hendry on Linkedin<\/a><\/p>\n<p><a rel=\"noreferrer noopener\" target=\"_blank\" href=\"https:\/\/blancbleustbarts.com\/\">BlancBleu Saint Barts<\/a><\/p>\n<p><a rel=\"noreferrer noopener\" target=\"_blank\" href=\"https:\/\/blancbleustbarts.com\/press\/\">BlancBleu Saint Barts &#8211; Press<\/a><\/p>\n<p>=========================================<\/p>\n<h1><strong>Where to find the Raise Your Average crew:<\/strong><\/h1>\n<p>=========================================<\/p>\n<p><a rel=\"noreferrer noopener\" target=\"_blank\" href=\"https:\/\/investresolve.com\/\">ReSolve Asset Management<\/a> <\/p>\n<p><a rel=\"noreferrer noopener\" target=\"_blank\" href=\"https:\/\/investresolve.com\/blog\/\">ReSolve Asset Management Blog<\/a> <\/p>\n<p><a rel=\"noreferrer noopener\" target=\"_blank\" href=\"https:\/\/www.linkedin.com\/in\/michaelphilbrick\/\">Mike Philbrick on Linkedin<\/a><\/p>\n<p><a rel=\"noreferrer noopener\" target=\"_blank\" href=\"https:\/\/www.linkedin.com\/in\/rodrigogordillo\/\">Rodrigo Gordillo on Linkedin<\/a><\/p>\n<p><a rel=\"noreferrer noopener\" target=\"_blank\" href=\"https:\/\/www.linkedin.com\/in\/adamdbutler\/\">Adam Butler on Linkedin<\/a><\/p>\n<p><a rel=\"noreferrer noopener\" target=\"_blank\" href=\"https:\/\/www.linkedin.com\/in\/pierre-daillie-advisoranalyst\/\">Pierre Daillie on Linkedin<\/a><\/p>\n<p><a rel=\"noreferrer noopener\" target=\"_blank\" href=\"https:\/\/www.linkedin.com\/in\/josephlamanna\/\">Joseph Lamanna on Linkedin<\/a><\/p>\n<p><a rel=\"noreferrer noopener\" target=\"_blank\" href=\"https:\/\/advisoranalyst.com\">AdvisorAnalyst.com<\/a><\/p>\n<p>=========================================<\/p>\n<p>&#8220;You don&#8217;t have to be brilliant, just wiser than the other guys, on average, for a long time.&#8221;  Charlie Munger<\/p>\n<p>Welcome to Raise Your Average, our deep dive journey into learning from the people and process behind the world of investing. Through conversations with leaders in the investments game, we peel back the layers of the onion on how these holders of the keys to the kingdom allocate their time, their energy, and their dollars. <\/p>\n<p>We are all students and we are all teachers. We are the average of the 5 people we spend the most time with. Come hang out with us for a while and raise your average, as we raise ours.<\/p>\n<p>Music credit: In Hip Hop, Paul Velchev (8MJZA6T3LK)<\/p>\n","protected":false},"author":1,"featured_media":953,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","meta":[],"categories":[18],"tags":[],"_links":{"self":[{"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/episode\/952"}],"collection":[{"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/episode"}],"about":[{"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/types\/episode"}],"author":[{"embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/comments?post=952"}],"version-history":[{"count":0,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/episode\/952\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/media\/953"}],"wp:attachment":[{"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/media?parent=952"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/categories?post=952"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/tags?post=952"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}