Hugh Hendry talking macro and China

It's been a while since I've mentioned Hugh Hendry but he's popped back up on YouTube recently.  After his positively raucous returns in the depth of the crisis he had a long period of very underwhelming returns and from his manner in this broadcast I'd guess a tough few years.

ft.com describes the decline in assets under management in 2014

As always I find him entertaining to watch.   He provides some of the reasons for his reversal of opinion on China as well.  Regardless whether you agree with him or not I suggest you listen.

source: http://www.macrobusiness.com.au/2016/04/hugh-hendrys-long-dark-night-of-the-soul/