SmarterMarkets™ A Smarter Way Episode 5 | Ben Hunt, Author of Epsilon Theory & Co-Founder/CIO, Second Foundation Partners
Feb 11, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 5min
How to Make Sense of the World
04:48 • 3min
Is There a McGuffin in Investing?
07:31 • 2min
The Role of Storytelling in Investing
09:20 • 5min
Is AI Helping Us Understand Narratives?
13:53 • 2min
Is Big Data More Important Than AI?
15:25 • 5min
You Don't Give Your Heart to It
20:38 • 3min
Is the Fed Hawkish or Dovish?
23:11 • 4min
The Narrative of Higher Education
27:08 • 4min
The Price of a College Education Has Increased Three and a Half Times the Rate of Inflation Since 1980
31:37 • 2min
The Story of Common Knowledge Is the Story of the Emperor's New Clothes
33:36 • 3min
The Story of Higher Education - Is There Another Narrative?
36:33 • 2min
What's the New Narrative?
38:49 • 4min
The Future of Higher Education
42:41 • 3min
Smarter Markets by ABACS Podcast
46:03 • 2min