Hugh Hendry at The Buttonwood Gathering 2012

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Hugh Hendry at Milken

Hugh was on a panel with Bernard Connolly, author of the delightful The Rotten Heart of Europe, who's made a quite a name for himself as a Euro bear.


Is It Time to Invest in Europe?

Speakers:
Wolfgang Alkier, Absolute Return Consulting
Francesca Carega, Wellcome Trust
Bernard Connolly, Connolly Insight LP
Hugh Hendry, Eclectica
James Zelter, Apollo Capital Management
Moderator: Liam Kennedy, Editor, Investments & Pensions

Hugh Hendry's latest letter focuses on China

[HT: ZeroHedge] After a long hiatus, Hendry is back with a bang with a long letter that predicts trouble in China, and posits that the root of its crisis will be its undervalued currency that has led to a huge debt buildup and a ginormous property bubble backed by the shadow lending system. In the process, he draw parallels to Weimar Germany and America during the great depression. Hendry continues to be bearish on Japan and most Asian assets.
April 2012 TEF Commentary

Classic Hugh Hendry Video on China (2009)

The FT had a piece today (Hedge fund alarm bells are ringing over China) that talks about how hedge funds are increasingly looking at China as the next source of global turmoil and sending their analysts over for first-hand field reports.

Hendry was one of the first people to bring attention to potential issues in the Middle Kingdom, and here's a classic from 2009 that's been getting some hits on YouTube lately.

Chinese Economy 2009

Hugh Hendry interview at LSE

(HT ValueWalk) Awesome Hugh Hendry interview. The man may be quirky, but he's definitely an original thinker.

Hugh Hendry, Eclectica Asset Management from LSE SU AIC on Vimeo.

Yet another interview with Hugh Hendry

Normal is boring - so here's Hugh Hendry

Hugh Hendry interview at LSE

A Halloween treat! The must-read ZeroHedge blog just published this gem of an interview with the quirky Hugh Hendry. The interview is a little dated but supremely entertaining nonetheless.