Excess Returns Narrative as an Investing Factor with Ben Hunt
Aug 3, 2023
Ben Hunt, Epsilon Theory founder and expert on the life cycle of narratives and their impact on stock returns, discusses narrative as an investing factor. They cover topics such as the predictable life cycle of narratives, measuring them using technology, and the types of investments they work best on.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 4min
Starting a podcast, addressing polarization and influence, and defining a narrative
04:14 • 2min
Exploring the Role of Narratives in Investing
06:25 • 2min
The Influence of Language and Storytelling in Politics and Investing
08:20 • 3min
Advancements in Natural Language Processing and Narrative Analysis
11:46 • 3min
The Structure of Narratives in TV Shows, Movies, and Investment Stories
15:11 • 25min
The Power of Storytelling in Driving Growth
39:49 • 19min
The Challenge of Faith in Value Investing and the Importance of Narrative
58:53 • 4min