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Monday, January 26, 2026

Hugh Hendry’s Investing Tips

Hugh Hendry's Investing Tips

By  Ilene

Fund manager Hugh Hendry talks about the end of mercantilism. Claims he is like a "paranoid schizophrenic to who hears voices" in his head. Those voices leak from the pages of historical accounts of how previous societies dealt with problems similar to those we face today. The voices are like a doctor looking at the charts. Hugh's voices come together and let him know when to reject the status quo. He believes God is dead, there are no rules, we're on our own.

Death spiral of mercantilism, in a world full of paradox. This video may take a couple viewings to get a decent percent of it – but Hugh is brilliant so it's worth the struggle. 

 

 

Video: Hugh Hendry, of Eclectica Asset Management, takes the long view on investing at The Economist's Buttonwood Gathering on October 25th 2012. He was interviewed by The Economist's Philip Coggan.

 

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