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Essential
•The Essential Conversation
Reflationary Bias for Portfolio King Hugh Hendry
Reflationary Bias for Portfolio King Hugh Hendry
Featuring Hugh Hendry
Jul 21, 2017 • 78 minutes
Hugh Hendry is a master of portfolio construction, with the ability to limit the downside while positioned for the assymetric payoff. Speaking to Raoul Pal, Hugh explains how his portfolio is set up for reflation and a healing in Europe, as well as how that’s all put together with offsetting trades. Watch Hugh and Raoul debate the potential length of what could be the longest business cycle in history, the art of macro and the opportunities around the world. Filmed on June 27, 2017, in London.
Show MoreThe 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 EpisodesThe 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.
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