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EssentialThe Essential Conversation

Hugh Hendry: Let's Cut Through the Macro Chaos

Featuring Hugh Hendry and Hari Krishnan

Nov 08, 2022 • 69 minutes

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Essential

The Essential Conversation

Hugh Hendry: Let's Cut Through the Macro Chaos

This year's systemic shift in the macro landscape is leaving many wondering where we go from here.

Featuring Hugh Hendry and Hari Krishnan

Nov 08, 2022 • 69 minutes

Burdened by a monetary system grown too complex and wrongfooted by a seismic regime shift, many market participants now question Federal Reserve policymakers’ understanding of and ability to manage the macro landscape. Their choices are limited, notes renowned macro investor Hugh Hendry, and it’s questionable whether central bankers even grasp the far-reaching implications of those choices. Hendry, in conversation with Hari Krishnan, the head of volatility strategies at SCT Capital Management, explores structural inflation, global dollar funding, a Fed pivot, and more. Recorded on October 27, 2022. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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