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Mar 18, 2022 1 hr 19 min

HEDGE FUND INTEL

from The ACID Capitalist Podcast Hosted by Hugh Hendry

Send us Fan Mail Macro Confessions Part XXXI, a very tired Acid Capitalist, having flown half-way across the globe, joins the The Sweeney Alchemist (@writes_sweeney), in London Town to review the week when risk markets rallied. But first Chris is intrigued by the re-emergence of Adam Newman and his crypto plan to save the planet. We Work for the Planet but really? The idea is rubbished by a sceptical Acid Capitalist as way too many blue pills and not enough red. And the boys start quoting Madonna, "How High can we go". This graced the cover of the Eclectica April 2007 investor letter just 4 months before depositors at the failing bank, Northern Trust, formed orderly British queues to withdraw their savings as the financial world tilted into a devastating crisis. Chris pursues his journalist's curiosity. How are Hedge Funds trading the war? Are they redeeming wealthy Russian clients? Why bid for soccer clubs? And just how many computer screens does a manager need to take on holiday? Twitter is celebrated. Hugh reveals he spends more time scrutinising the platform than traditional newspaper outlets. Did you know that the Russian foreign minister's flight to China was aborted mid way into its journey? But the big news is China. Has China pivoted from its allegiance with Vlad the Mad? Is it the allure of the $85 trillion global economy versus exclusive rights to Russia's imploding $1.7 trillion? Or was it stark signs of the dreaded economic dominoes starting to crash and set off a chain reaction that could humble the mighty Chinese economy? Is this the real explanation behind the 25% reversal in the oil price? War propaganda, objectivity, dark political arts...just how high can we go? In the week that Bono's peace poem was ridiculed by many, the Acid Capitalists concludes, "Like a thief in the night, see the world by candlelight". No wanna be hedge fund student wants to miss this provocative take on the week's events. Support the show ⬇️ Subscribe on Patreon or Substack for full episodes ⬇️ https://www.patreon.com/HughHendry https://hughhendry.substack.com https://www.instagram.com/hughhendryofficial https://blancbleustbarts.com https://www.instagram.com/blancbleuofficial ⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts! 🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X 📩 Substack 👂Listen and 🔥 Subscribe 📺 YouTube 🎧 ...

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Send us Fan Mail Macro Confessions Part XXXI, a very tired Acid Capitalist, having flown half-way across the globe, joins the The Sweeney Alchemist (@writes_sweeney), in London Town to review the week when risk markets rallied. But first Chris is intrigued by the re-emergence of Adam Newman and his crypto plan to save the planet. We Work for the Planet but really? The idea is rubbished by a sceptical Acid Capitalist as way too many blue pills and not enough red. And the boys start quot...

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HEDGE FUND INTEL

0:00 1:19:47

Chapters

  1. 0:30 Only One Rock Star in St Barts
  2. 7:10 WeWork for the Planet, we disagree...the return of The Amplifier
  3. 23:30 How Hi? Risk rally. War Rally? China slowing? Fed Hikes rates
  4. 32:45 Hedge Funds Trading War, to Chelsea or Not...
  5. 44:20 Aborted flight to China
  6. 49:00 Has China Pivoted?
  7. 59:55 War Propaganda. Fact checking
  8. 1:17:00 Is Oil Price falling owing to China fears?

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How long is this episode of The ACID Capitalist Podcast?

This episode is 1 hour and 19 minutes long.

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This episode was published on March 18, 2022.

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