Very nice series of three videos up on the FT right now. I had to watch them several times to get anything out of them… mostly because Hugh Hendry’s voice is so lulling and dream-like. When he mentioned that he had investors, i had visions of sending him money just to carry on listening to him. Perhaps this is the secret of his success?
He says sane things. Much food for thought. His opinion on China, and Asia in general, is insightful.
Right, i’m off to eat a bowl of Lucky Charms.