Capital Misallocation
Capital Misallocation, Hugh HendryCapital Markets, Capital Misallocation, Trade Ideas, and Random Musings
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 22 | Subscribers | Read | capitalmisallocation.com |
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Latest Issues
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Ep.16: Shining a Light on Private Markets with Tyson Hendricksen
In our sixteenth episode, we dive into the data behind private market valuations with Tyson Hendricksen, founder and CEO of Notice.co. An experienced Silicon Valley entrepreneur and investor, Tyson outlines trends in capital raised for priv...
Macro Credit,Crypto,and Convexity
In Episode 15, we chat with macro hedge fund manager Tian Zeng, who runs Nirvana Capital Management and Phoenix Digital. We discuss macro credit, crypto, interest rates, and, of course, market positioning into the election. In addition, we ...
Episode 14: Ready for Flying Cars? with Dave Lyons
In our fourteenth episode, the former Director of Engineering at Tesla and now leader of Propulsion Systems at Joby Aviation, Dave Lyons, delves into the world of flying cars. Dave discusses the broad market opportunity, why Joby is focused...
Tracking the Invisible Gorilla with Hugh Hendry
just THINK about it website link
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Authors
The writers behind this newsletter.
Cynic and Optimist Exploring Epic Mistakes to Gain Future Wisdom
Hugh Hendry exposes the fragility of genius, thriving on dissonance and the involuntary actions of markets. Known as the acid capitalist, he embraces paradox, seeking absurd truths while finding tranquility in the chaos, living in serene St. Barts.
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