Epsilon Theory Podcast
Epsilon Theory is an exploration of the most powerful force in our social world - narrative. See more at www.epsilontheory.com.
Latest episodes
Feb 5, 2021 • 1h 2min
Epsilon Theory #4: Hunger Games
What's happening with Reddit and Gamestop and Robinhood is a revolution, but not the revolution you think. This isn't a "democratization" of Wall Street. You were played. Again. It's a revolution in Common Knowledge. And that changes everything. Again.
Jan 14, 2021 • 1h 10min
Epsilon Theory #3: The Ireland Event
Rusty and I discuss the dramatic spike in Covid cases in Ireland over the last two weeks of December, and the risk of seeing a similar "Ireland Event" here in the US.
Dec 24, 2020 • 1h 7min
Epsilon Theory #2: Personal Finance
A conversation with Brian Portnoy, author of The Geometry of Wealth, about the role of money in shaping a life of meaning. How do we give better advice about money to others ... and to ourselves?
Dec 10, 2020 • 1h 20min
Epsilon Theory #1: Bitcoin
Can Bitcoin preserve its revolutionary potential after a Wall Street bear hug?
Feb 28, 2018 • 14min
Epsilon Theory - Is Volatility Back?
On this special episode of the Epsilon Theory podcast, we share an excerpt from a conference call we recorded on February 13 discussing our thoughts on the market selloff earlier in the month. You’ll hear from Christopher Guptill, co-CEO and chief investment officer at Broadmark Asset Management and Dr. Ben Hunt, author of Epsilon Theory.
Nov 15, 2017 • 54min
Epsilon Theory - Make America Good Again
On episode 26 of the Epsilon Theory podcast, we welcome back Rusty Guinn, our executive vice president of asset management, to talk about political markets — a topic just as important to Ben as capital markets. Be sure to also check out the companion pieces to this podcast on the Epsilon Theory website: “Always Go To the Funeral,” “Sheep Logic,” and “Before and After the Storm.”
Oct 19, 2017 • 46min
Epsilon Theory - Failure to Inflate
On episode 25 of the Epsilon Theory podcast, we’re joined by Peter Cecchini, Chief Market Strategist, Head of Equity Derivatives and Cross-Asset Strategy at Cantor Fitzgerald, to discuss one of his recent notes, “Failure to Inflate.” As Peter writes, “The theories that guide monetary policy fail to explain why growth and inflation remain so low in developed economies.” Tune in to hear why this is and what might bring about higher inflation.
Sep 21, 2017 • 45min
Epsilon Theory - The Jukebox Theory
We're back with episode 24 of the Epsilon Theory podcast! Ben shares his thoughts on the inflation narrative and a new idea reminiscent of C-SPAN to make politics at every level more transparent and engaging.
Jul 18, 2017 • 52min
Epsilon Theory - Where’s the Punch Bowl?
On episode 23 of the Epsilon Theory podcast, we’ve assembled the all-star team – Jeremy Radcliffe (Salient’s President), Rusty Guinn (Salient’s EVP of Asset Management), Neville Crawley (Founder & CEO of Engram Labs) and of course, Dr. Ben Hunt – to discuss whether we are at the inflection point when the proverbial punch bowl is taken away, and, as investors, what we do now.
Jun 16, 2017 • 1h 1min
Epsilon Theory - Does It Fly, Really?
On episode 22 of the Epsilon Theory podcast, we’re in Las Vegas at the 2017 EQDerivatives conference. Both Dr. Ben Hunt and our guest, Devin Anderson, managing director in equity derivative sales at Deutsche Bank, were speakers at the event this year. In a nod to David McCullough’s 2015 book, The Wright Brothers, this episode explores whether the ubiquitous ideas floating around finance today actually have wings and can fly.
