Confessions XIV: Doom Loop (March 2004)

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The narrative continues as we jump from uranium into the oil market, and we get filthy, maybe even dirty... Why did the scorpion kill the frog? Hey hedge Fund managers gotta make money. There's also a look at China, could it be about to turn Japanese? Too early to say conclusively but the Princes of the Yuan are stirring?

Hedge Fund pirate Hugh Hendry and his co-host Chris Sweeney chronicle the inner workings of the uncorrelated and legendary Eclectica Fund. The boys use Hugh's monthly client letters as a Hedge Fund boot camp to reveal what he was thinking and why he made the decisions he did, in real time. No new Hedge Fund wannabee can afford to miss the journey to the present day where Hugh reveals and expounds upon his latest macro insights. 

This week they discuss his journey into 2004, why he told his clients to "bury their money in the backyard" and what he makes of the $1.8 billion purchase of London skyscraper 100 Bishopsgate. Sadly, there's no orgasms this time but Hugh's maybe contemplating a return and refuses to let the episode end as the trade ideas keep flowing and he delivers an extended masterclass. Even Iggy Pop gets a mention. Use the chapter headings and the closed caption service to skip to the nitty gritty.

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