𝚌𝚘𝚗𝚜𝚎𝚗𝚜𝚞𝚜 𝚑𝚊𝚕𝚕𝚞𝚌𝚒𝚗𝚊𝚝𝚒𝚘𝚗.

About this episode

Hugh Hendry critiques the prevailing narratives in financial media and discusses the chaotic nature of market movements.

Send us Fan Mail fourteen basis points. that’s the kind of move that gets treated like prophecy on financial television, dressed up with solemn voices and “sticky inflation” metaphors. i'm not buying it. from an apocalypse now rant delivered with a trader’s eye, i lay out a brutal macro investing filter: markets don’t move because someone “figured it out” they move because people act, react, and mis-price risk inside a chaotic system. if you want clarity, you need distance from the noise and ...

People in this episode

Host: Hugh Hendry

Topics covered

• macro investing
• financial markets
• risk management
• inflation
• market psychology

Keywords

• financial television
• sticky inflation
• macro investing filter
• market movements
• risk mispricing

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