Hugh Hendry: China is No Santa Claus; Fed isn’t Doing Enough

Good interview with Hugh Hendry of Eclectica Asset Management in London. He’s bearish on gold and equity, but a fan of equities. He also thinks the Fed isn’t doing enough. My favorite quote? Hugh says China is like an investor in a Madoff fund (i.e., the U.S.

Agree or disagree, Hugh is a smart guy and worth listening to.



  1. There is a critical shortage of informative aticrels like this.