Excess Returns  cover image

Narrative as an Investing Factor with Ben Hunt

Excess Returns

00:00

Exploring the Role of Narratives in Investing

The speakers explore the concept of narratives and their impact on investing, drawing parallels between narratives in literature and investing. They emphasize the limited number of stories we tell ourselves about stocks, sectors, markets, and economies and discuss the importance of recognizing the story arc behind the news at Epsilon Theory.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app