Hedgeye Podcasts

Hedgeye Investing Summit | Ben Hunt, Co-Founder and CIO of Epsilon Theory

Apr 26, 2023
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1
Introduction
00:00 • 5min
2
The Importance of Liberty
04:42 • 1min
3
The Hollowing Out of the Banking System
06:04 • 5min
4
The Disorientation of Cryptocurrency
11:19 • 6min
5
The Liquidity Crisis
17:10 • 2min
6
The Hollowing Out
18:40 • 2min
7
The Real Challenge of a Fourth Turning
20:51 • 2min
8
The Sinkhole Analogy
22:36 • 3min
9
The Slow Motion Run on the Banks
25:59 • 3min
10
The Lifeline of American Capitalism
29:04 • 4min
11
The Relationship Between Labor and Capital
32:46 • 4min
12
The Rise of Drillers and Builders
36:27 • 4min
13
The Effect of Normalized Interest Rates on Corporate Profits
40:20 • 2min
14
The Silla and Sharibdis of Normalized Interest Rates
42:34 • 4min
15
The Macro Vision of the Bankruptcy
46:24 • 3min
16
The Importance of Balance in Life
49:02 • 2min
17
The Cost of Launching a Central Bank Coin
50:33 • 4min
18
The Role of the Central Bank in the Federal Reserve
54:06 • 4min
19
The Importance of Time in Politics and Policy
58:15 • 3min
20
The Rock of Principles
01:01:35 • 2min