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
May 11, 2017 • 43min
Epsilon Theory - 1999 v2.0
On episode 21 of the Epsilon Theory podcast, Dr. Ben Hunt is joined by Brad McMillan, CFA, CAIA, the chief investment officer at Commonwealth Financial Network®. Brad graciously hosts us at Commonwealth’s headquarters in Waltham, Massachusetts. Ben and Brad talk about their mutual love for Terry Pratchett, narrative causality, the French elections, and how technology is changing the financial advisory business.
Apr 17, 2017 • 30min
Epsilon Theory - Change is in the Air
By the time we got to episode 20 of the Epsilon Theory podcast, change was bound to happen. Coming to you from our New York office, Dr. Ben Hunt and producer Michael talk about changes to the Epsilon Theory website, Ben’s role, and the entire political system.
Mar 28, 2017 • 43min
Epsilon Theory - Information, Please.
On episode 19 of the Epsilon Theory podcast, Dr. Ben Hunt is joined by Rusty Guinn, Salient’s executive vice president of asset management. Picking up from their last conversation on fake news, Ben and Rusty consider the kinds of information that we have at our disposal and if we are asking the right questions in our analysis — or just searching for the answers we want.
Mar 9, 2017 • 45min
Epsilon Theory - Big Data, Big Compute
On episode 18 of the Epsilon Theory podcast, Dr. Ben Hunt is joined by Neville Crawley, the former CEO of Quid, Inc., a data intelligence software company based in San Francisco. Dr. Hunt and Neville speak about advancements in big data and big compute, and the potential to further impact investing.
Feb 14, 2017 • 47min
Epsilon Theory - What Now?
On episode 17, Dr. Ben Hunt is joined once again by Downtown Josh Brown. He’s an author, CNBC contributor, and CEO of Ritholtz Wealth Management. The last time Josh joined the podcast was right after the first presidential debate. With the election and inauguration behind us, now what? Ben and Josh take on the proposed 2017 Fed rate hikes, the potential impact of a higher dollar, and what matters most in investing.
Jan 24, 2017 • 41min
Epsilon Theory - Alternative Facts
A new year and a new president. On episode 16, Dr. Ben Hunt is joined by Rusty Guinn, executive vice president of asset management at Salient, to explore when the media morphed from agent to principal.
Dec 23, 2016 • 27min
Epsilon Theory - Mailbag #2
On episode 15 and the last of 2016, host Dr. Ben Hunt answers listeners’ questions about the Eurozone and what’s next in Italy, OPEC, and rates.
Dec 8, 2016 • 39min
Epsilon Theory - Richie Incognito
On episode 14 of the Epsilon Theory podcast, Dr. Ben Hunt is joined by Salient President and Chief Strategy Officer Jeremy Radcliffe and co-CEO, Chief Investment Officer, and Portfolio Manager from Broadmark Asset Management, Chris Guptill. As they explore how a Trump presidency might be similar to Reagan’s presidency and what a “no” vote in Italy could mean for markets, Ben and Jeremy are in awe of Chris’s encyclopedic knowledge of market history.
Nov 11, 2016 • 34min
Epsilon Theory - The Day After
On episode 13 of the Epsilon Theory podcast, Dr. Ben Hunt is joined in San Antonio by Grant Williams, founder and publisher of Things That Make You Go Hmmm… and co-founder of Real Vision TV. It’s the day after the 2016 presidential election and time to explore how and why Trump won, what it might mean for markets, and where Dr. Hunt and Grant are turning their attention.
Oct 27, 2016 • 31min
Epsilon Theory - Karnak
On episode 12 of the Epsilon Theory podcast, Dr. Ben Hunt takes a trip down memory lane to look back on the cause of the 2008 financial crisis. He applies those lessons to today’s markets and upcoming election, and nostalgically shares what might boost his spirits.
