Hendry walks through the remainder of the macro economic world as he sees it in parts 2 and 3 of the interview below. He covers China in depth in part 3, discussing some trades he has in place in that country.
I discussed the psychology behind this interview earlier in the week, but in part 2 I found it fascinating that he even admits to no longer paying attention to asset valuations (price to earnings ratios, etc.)
For part one see Hugh Hendry's Capitulation: A Microcosm Of The Entire Financial Community
Part Two:
Part Three:
For the full transcript of the entire interview click here.
