Capital Allocators – Inside the Institutional Investment Industry cover image

Capital Allocators – Inside the Institutional Investment Industry

Ben Hunt - The Stories that Drive Markets (EP.393)

Jun 24, 2024
Ben Hunt, founder of Epsilon Theory, discusses the power of narratives in markets, the role of storytelling in finance, starting with a hypothesis for market analysis, using big data for investment strategies, and the manipulation of language in news and society. The conversation explores understanding market narratives, risks in investment, and personal insights on career success.
52:24

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Stories drive market behavior and shape investor perceptions.
  • Geopolitical and systemic risks can be tracked through narrative analysis for market disruptions.

Deep dives

Michael Lefel's Investment Platform Ten East

Michael Lefel, a former executive at Davidson Kempner, leads Ten East, an investment platform offering private market access to investors. With a decade-long track record, the platform provides opportunities in private credit, real estate, venture capital, and other unique investments sourced and committed by Michael and his team.

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