Hello for the rebel capitalists. Hope you are well. So my good buddy Hugh Henry just came out on

Bloomberg and kind of dropped a bombshell about when he thinks the Fed will cut rates or what would actually

prompt the Fed to cut rates.

And this entire five minute interviewer so is fantastic.

So I wanted to pull up this clip and go through it, kind of do a reaction video and explain

some of the ideas and the concepts behind what he is talking about.

And another bonus is he actually outlines his entire portfolio,

his own personal portfolio on Bloomberg.

So a lot of gold nuggets here to go over. Let's head over to, there we go. Here is the interview. And Josh, can you see that? Yeah, you can. Yes Yes. Okay let me go ahead and start we'll expand and this

chick I think she kind of has the hots for Hugh.

You'll see what I'm saying. You kind of get the vibe.

He'll take a plane into New York and sometimes to London and sometimes

he'll talk to us. Hugh, how you doing? I'll talk to us hew how you doing I'll talk to you any day how are you so he used to come on all the time

with that guy and I on TV how's it going really well thank you yeah just flew

in last night. Excellent.

We brought the rain for you here in New York City.

Okay, T-Bill and chill.

We've been talking about it for the last couple hours.

There was a nice article on the terminal that talked about Treasury paying $2 million a minute when it comes to T bills.

Is this a strategy that works for you, Hugh?

It's a strategy that works for asset prices actually because the monetary system at its core at its heart has

US treasuries and but it was never conceived under the scenario where the US was the locomotive.

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