Discover this podcast and so much more

Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

UNLOCKED: A LIVE recording of a Different Perspective with host Nick Searle, Hugh Hendry and Barry Norris

UNLOCKED: A LIVE recording of a Different Perspective with host Nick Searle, Hugh Hendry and Barry Norris

FromThe ACID Capitalist Podcast


UNLOCKED: A LIVE recording of a Different Perspective with host Nick Searle, Hugh Hendry and Barry Norris

FromThe ACID Capitalist Podcast

ratings:
Length:
79 minutes
Released:
Jun 27, 2023
Format:
Podcast episode

Description

A LIVE recording of a Different Perspective with host Nick Searle, Hugh Hendry and Barry NorrisListen to last week’s live recording of A Different Perspective podcast, featuring host Nick Searle with guests, macro trading legends Hugh Hendry and Barry Norris. This episode was recorded in front of a live audience at St Ethelburga’s in the City of London on 21st June.Nick, Hugh and Barry discussed the rate rise dilemma faced by the FED and Bank of England and what needs to break, are we over peak ESG and what is the future for active fund management.Hugh Hendry is a hedge fund manager and podcast host. Hugh was previously at Baillie Gifford and Odey Asset Management, and his Eclectica macro hedge fund was famously up 50% in 2003 and up 50% in the month of October in 2008, earning him a reputation as a contrarian investor.Barry Norris is the Founder of Argonaut Capital, an equity fund management company based in London. Barry is the Fund Manager of the Argonaut Absolute Return Fund, a leading equity long/short fund, managed using contrarian top-down macro views and a bottom-up “earnings surprise” stock-picking process. He also writes the widely followed “Argonautica” blog and creates Argonaut’s distinct “Stockumentary” videos.
Released:
Jun 27, 2023
Format:
Podcast episode

Titles in the series (30)

Robert Mugabe’s henchmen once threatened to throw him out of a plane at 30,000 feet, and the good people of Iceland sent him death threats when he foretold them of their future bankruptcy. The seal who assassinated Osama bin Laden taught him to shoot, and he’s dined with the CIA in a North Korean embassy in the northern states of China.His name is Hugh Hendry, and he was born in a city so grey it’s known as rain town, his apparent destiny to be a supermarket truck driver. It didn’t work out like that.