Panic with Friends - Howard Lindzon

Best of Panic: Ben Hunt of Epsilon Theory on Rational Optimism and Countering a Coordinated Attack in Narrative on the United States (EP.267) This Episode was 1st published on May 4th, 2023

Aug 17, 2023

In this episode, Howard Lindzon interviews Ben Hunt, former professor and co-founder/CIO of Epsilon Theory. They discuss topics such as the narratives surrounding the US dollar, the inflation narrative, and the Rich, Angry, Degenerate economy. Ben also shares his insights on rational optimism and countering coordinated attacks in narratives.

57:41

Episode guests

Ben Hunt

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Episode notes

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Quick takeaways

Rational optimism and surrounding yourself with individuals who treat you as autonomous are crucial in navigating the chaotic narrative landscape.

The transformative potential of generative AI and large language models, such as Chat GPT, can enable creativity, discovery, and decentralized decision-making.

While the focus on cryptocurrency and blockchain often centers around financial systems, it is important to prioritize creativity and building businesses that leverage the transformative power of these technologies.

Deep dives

The power of narratives and the importance of rational optimism

Ben Hunt discusses the impact of narratives in the current media landscape and emphasizes the need for rational optimism as a mindset. He highlights the importance of finding your own pack and surrounding yourself with people who treat you as an autonomous individual. He also emphasizes the transformative potential of generative AI and large language models, such as Chat GPT, in enabling creativity, discovery, and decentralized decision-making.

Introduction

2min

Reminiscing about Thailand, Golfing, and a Fire Incident

2min

Power Dynamics in Podcasting and the Economy

19min

The Influence of Online Gambling and Gaming on Individual Lives

2min

Being a Rational Optimist and Finding Your Pack

3min

Narrative Warfare and Strategic Adversaries

16min

Unleashing the Potential of European Companies with Blockchain and AI

13min

Ben Hunt of Epsilon Theory is back on Panic for a record-breaking sixth time! He may be the smartest guy I know, which is why I keep having him on. He’s just an explainer – the way he explains things very easily – and I like complex things explained simply. Ben is a former Professor, a beekeeper, and a market lover. He’s the co-founder and CIO of Epsilon Theory, where he writes outstanding essays about narratives in the market – backed up by data. I wanted to catch up with him to weigh in on my themes for the next 10 years in an America that’s becoming what I call the Rich, Angry, Degenerate economy. There are a lot of narratives to talk about; Ben was unfortunately right on the one that was inflation. And we get into the latest narrative around the U.S. dollar. You’re really going to learn a lot. Enjoy!

Guest - Ben Hunt, Co-Founder and Partner at Second Foundation Partners, Author and Co-Founder at Epsilon Theory

howardlindzon.com, epsilontheory.com

Twitter: @howardlindzon, @epsilontheory, @PanicwFriends, @knutjensen

linkedin.com/in/bhunt

#fintech #invest #investment #venturecapital #stockmarket #finance

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