Armageddon Special with Hugh Hendry | The Short Story | Zer0es TV

With short- and long-term macro risks piling up across the globe, Carson Block of Muddy Waters capital enlists the help of Hugh Hendry in making sense of which of these risks matter most and the positioning that one might take to prepare. Together they discuss the potential for a US technical default, the energy crisis gripping Europe and China, Evergrande contagion risk, and the longer-term potential for a constitutional crisis surrounding the 2024 US presidential election. Hugh highlights long volatility trades, plays on the Chinese yield curve, and bets on $150 oil prices in the next few years as the ways he might consider positioning.

Watch the new series of ‘The Short Story’ on Zer0esTV and learn just how crazy markets can get rom the biggest names in the business.

[psmitty]

Hugh Hendry looks like an aging rock star who just woke up from a bender

[SanjeevSharma-vkyo]

Hugh Hendrie looks like Martin Short just before he
launches into his Katherine Hepburn impression.

[deniv]

Description bellow the clip promisses discussion on Evergrande/China but there isn't any actually. Is there any part missing or guest haven't spoken about current China sitiuation, just about the past?

[effingsix]

Sudden onset of a fast re-rate. Don’t discount negative rates, meaning the 30-day Fed funds rate above 100.

[colinh]

This would have been more interesting if not ruined by Carson's (accidental) admission of believing left wing hype regarding elections. I thought he was good at sniffing out BS.. guess it depends..