
Masters in Business Using AI to Find Investing Stories with Perscient Co-Founder Ben Hunt
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Jan 9, 2026 Ben Hunt, co-founder of Perscient and author of the Epsilon Theory newsletter, shares insights from his transition from political science to AI-driven narrative analytics for investors. He highlights the importance of narratives over raw data in shaping markets, citing examples like Bernanke’s forward guidance. Hunt explains how Perscient processes vast amounts of unstructured data to identify recurring story patterns and signals for investment decisions, emphasizing the need for human oversight to guide AI and avoid misleading outputs.
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Words Move Markets
- Narratives drive markets as much as numbers, because words shape expectations and behavior.
- Ben Hunt argues central bank and CEO storytelling now materially alters asset prices and multiples.
Math For Unstructured Language
- Applying structured-math tools to unstructured linguistic data reveals narratives that numeric-only analysis misses.
- Hunt traces this approach from his political science research into modern NLP and LLM work.
Missing The 2009 Discovery Rally
- Hunt recounts missing the 2009 recovery despite doing well in 2008, because their signals didn't capture the rally.
- He uses this to motivate building systems that detect narratives driving market recoveries.












