Episode 13: Tracking the Invisible Gorilla with Hugh Hendry
Tracking the Invisible Gorilla with investor Hugh Hendry, hosted by Nadine and Ben
In our thirteenth episode, Hugh Hendry discusses the complexities of the financial markets, focusing on the mortgage market, systemic risks in the banking sector, and the implications of interest rate changes. He introduces the concept of the 'invisible gorilla' to illustrate overlooked risks, particularly in the context of refinancing and duration mismatches amidst global economic challenges.