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.

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[nickbraunfam]

Love listening to Hugh, wouldn't trust him with a dime of my money but very entertaining

[edwardgarbarino]

Hugh presents the most eccentric and thoughtful expression of normalcy bias. Listening to him helps me to temper my own bias towards catastrophizing. The political and economic incentives for stability may make systemic defenses more robust than I perceive them to be. Certainly it will come at a cost, but the inertia of this system may carry it much further forward in time than I think possible.

[gmtaa]

He’s always seemed to enjoy making his point sound as esoteric as possible… he plays up the role of the brilliant eccentric too much and his ego gets in the way of communicating his point.

[montyshelton]

With a PHD in common sense, America is self imploding. If you really have not gotten your life boat ready take some action today.

[airbourne]

You're doing a great job of letting the guest talk.

[webyt]

Hugh Hendry ...interesting, but useless rambler

[senorhedvoycez]

How is providing certified identification hard? you need an id to buy beer.

[Ks-zzlh]

Hugh is such a gem. I love his soul. What a legend.

[GenXstacker]

I love Hugh Hendry! Wish he'd put out content more regularly.

[acrobatmapping]

WHAT'S THE DATE OF THIS INTERVIEW

[monicanakamura]

I came for Hugh Hendry, and am happy I did!

[anniealexander]

I think I saw him order a pizza, during class, in a movie I once watched.

[airbourne]

Is host a Democrat? It's 2021 and he's worried about 2024.

[michaelnewman]

I think Hugh is a true, literal macro genius

[cosmothewonderdog]

Thanks. I guess now I can watch The Squid Game and call it a day.

Seriously, as an American I’m hoping that crypto will allow me to escape the inevitable implosion and get out with more than the shirt on my back.

[SzTz]

Hugh Hendry is a bit nuts, but I like him

[BluIsland]

Love to have a cold beer on a Greek Island with Hugh. You can almost see his mind ticking over...

[donlassus]

Carson, if the red states negate the election results it won’t be “financial” civil war… it would be civil war. I would be buying a gun

[williamjenkins]

America will never default on it's debts because money is debt, therefore more money will always come into existence via debt all over again.

[zvebrstremnyj]

Grear conversation, thanks from Ukraine!