I just came across this clip again from last year and thought it would be interesting for you to watch.

Hugh Hendry has been one of the few Hedge fund managers that I follow religiously.

In order to be successful in investing you can’t just sit infront of your computer screen all day in a little bubble, you need to be constantly aware of what’s going on in the world and thanks to the internet there’s absolutely no reason why you can’t learn from what people like Hugh Hendry are thinking, why they are thinking a certain way and how they invest based upon their thinking.

I can’t say that I know macro investments as well as I do for pure stock picking, but since 2008 its definitely become a critical element when deciding upon allocations within a portfolio….