Tag Archives: Hugh Hendry

How the mighty have fallen

Peak Japan seems just like yesterday. We remember the days, or daze, working as grad student interns in the U.S. G when all govie economists were studying Theory Z, a Japanese management style and all the rage in business schools … Continue reading

Posted in France, Japan | Tagged , , , | Leave a comment

Hugh Hendry and David Einhorn at the Buttonwood Gathering

Spend some time over the weekend listening to Hugh Hendry and David Einhorn, who were participating in the Economist’s Buttonwood Gathering this week. Nice to hear from some non-cheerleaders.   Smart and provocative. Hendry is very bearish on the creditor nations … Continue reading

Posted in Monetary Policy, Whales | Tagged , , , , , | 1 Comment

Milken Institute: Is It Time to Invest in Europe?

This is a must view panel discussion, folks. Panel Detail: Is It Time to Invest in Europe? Tuesday, May 1, 2012 11:00 AM – 12:15 PM Speakers: Wolfgang Alkier, Co-Founder and Managing Director, Absolute Return Consulting GmbH Francesca Carega, Co-Head, … Continue reading

Posted in Black Swan Watch, Euro, Sovereign Debt, Sovereign Risk | Tagged , , | Leave a comment

Hugh Hendry’s ‘Greatest Hits’

Now for some weekend entertainment. Hugh Hendry is one of our favorite hedge fund managers and OSD — one smart dude.  Watch how H-squared gives facials to the academics in the video, especially Jeffrey Sachs.  Stiglitz was soooo wrong on … Continue reading

Posted in Black Swan Watch, PIIGS, Policy, Politics, Whales | Tagged , , , | 2 Comments