Part 2/2: Michelle Makori, Lead Anchor and Editor-in-Chief at Kitco News, continues her interview with Hugh Hendry, Founder of Eclectica Macro. Hendry addresses the idea of de-dollarization, stating that it is a “fantasy” detached from “economic logic and reason.” Hendry also breaks down how he’d invest $1 million right now and gives his outlook on Bitcoin, gold, and U.S. equities.
Watch Part 1 of the interview here: https://www.youtube.com/watch?v=bE-lAYjrUiU
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00:00 – Intro
01:56 – Take on ‘Big Short’ Michael Burry’s bet against the U.S. stock market
02:55 – Outlook on the U.S. stock market
05:49 – Hendry’s portfolio breakdown
14:32 – Outlook on Bitcoin’s upside potential vs gold
17:05 – Take on CBDCs and impact on gold and Bitcoin
23:45 – De-dollarization
39:28 – Who really gets money?
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