Hugh Hendry and Barry Norris Live
Listen to last week’s live recording of A Different Perspective podcast, featuring host Nick Searle with guests, macro trading legends Hugh Hendry and Barry Norris. This episode was recorded in front of a live audience at St Ethelburga’s in the City of London on 21st June.
Nick, Hugh and Barry discussed the rate rise dilemma faced by the FED and Bank of England and what needs to break, are we over peak ESG and what is the future for active fund management.
Hugh Hendry is a hedge fund manager and podcast host. Hugh was previously at Baillie Gifford and Odey Asset Management, and his Eclectica macro hedge fund was famously up 50% in 2003 and up 50% in the month of October in 2008, earning him a reputation as a contrarian investor.
Barry Norris is the Founder of Argonaut Capital, an equity fund management company based in London. Barry is the Fund Manager of the Argonaut Absolute Return Fund, a leading equity long/short fund, managed using contrarian top-down macro views and a bottom-up “earnings surprise” stock-picking process. He also writes the widely followed “Argonautica” blog and creates Argonaut’s distinct “Stockumentary” videos.
A Different Perspective is a Zeus podcast, hosted by Nick Searle, Co-Head of Equity Sales. Here, Nick interviews interesting characters from the world of business and finance, to uncover a different perspective.
Zeus is an independent financial services group working across public and private capital markets in the UK. We work alongside many of the most exciting businesses in the UK and we are passionate about supporting our clients. This podcast is a series of interviews with interesting characters from the world of business and finance, uncovering a different perspective.
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