Hugh Hendry - The Acid Capitalist Unfiltered | #451

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 24 October 2022

⏱️ 47 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today’s guest is Hugh Hendry, formerly the CIO of Eclectica Asset Management and now a luxury hotelier and host of The Acid Capitalist podcast. In today’s episode, Hugh shares his thoughts on all the macro factors in the world today. He touches on inflation, energy markets, the dollar, the situation in China, and more. Be sure you stick around to hear why a dream about the Wizard of Oz led him to buy gold from the Bank of England. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here. ----- Interested in sponsoring the show? Email us at [email protected] ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Welcome to the Mem Faber Show, where the focus is on helping you grow and preserve your wealth.
0:11.0	Join us as we discuss the craft of investing and
0:13.5	uncover new and profitable ideas all to help you grow wealthier and wiser.
0:17.2	Better investing starts here.
0:18.8	Meck-Babor is the co-founder and Chief Investment Officer at Cambria Investment Management.
0:23.4	Did it industry regulations, he will not discuss any of Cambry's funds on this
0:26.4	podcast.
0:27.4	All opinions expressed by podcast participants are solely their own opinions and do not
0:30.5	reflect the opinion of Cambria Investment Management
0:32.2	or its affiliates. For more information opinion of Cambria Investment Management or its affiliates.
0:33.4	For more information, visit Cambria Investments.com.
0:39.6	What is that my friends?
0:40.6	We got a wild show for you today.
0:42.4	Our guest is the legendary Hugh Hendry
0:44.3	formerly the C. I. O'Clectica Asset Management and now a luxury hotelier and host of
0:50.1	the Asset Capitalist Podcast. Today's, Hugh shares his thoughts on all the macro factors in the world today,
0:56.0	touches on inflation, energy markets, the dollar, situation in China, and more.
1:01.0	Be sure you stick around to hear why I dream about the Wizard of Oz led him to buy gold from the Bank of England.
1:07.0	American Farmland is disappearing at an alarming rate.
1:11.0	According to the USDA, the U, the US has lost four acres of
1:14.2	farmland per minute since 2000. That's a landmass larger than the state of
1:18.4	Florida, lost a real estate development and soil burnout. All the while the demand for food, especially healthy,
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from The Idea Farm, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Idea Farm and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.