Reflationary Bias for Portfolio King Hugh Hendry

Published on
July 21st, 2017
Duration
79 minutes


Reflationary Bias for Portfolio King Hugh Hendry

The Interview ·
Featuring Hugh Hendry

Published on: July 21st, 2017 • Duration: 79 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.