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
Oct 13, 2016 • 52min
Epsilon Theory - Anthem!
On episode 11 of the Epsilon Theory podcast, Dr. Ben Hunt is joined by two of his daughters, Hannah Hunt and Harper Hunt, to find out if they have an anthem this election season: a rousing cause or political movement about which they feel passionate. They also discuss the role of government and if their difference of opinion is a result of a generational gap.
Sep 29, 2016 • 42min
Epsilon Theory - The First Presidential Debate
On episode 10 of the Epsilon Theory podcast, Dr. Ben Hunt is joined by Joshua Brown, author, CNBC contributor, and CEO of Ritholtz Wealth Management. Ben and Josh discuss their reaction to the first presidential debate and what it would mean to have a President Clinton or a President Trump.
Sep 14, 2016 • 37min
Epsilon Theory - Jubilee!
We’re back in Houston on Episode 9 of the Epsilon Theory podcast. Dr. Ben Hunt is joined by Salient’s chief investment officer Lee Partridge and deputy CIO Rusty Guinn to discuss Ben’s latest note, fiscal reform, and what to do as investors in volatile markets.
Aug 31, 2016 • 43min
Epsilon Theory - Magical Thinking
Live from New York in episode 8 of the Epsilon Theory podcast, host Dr. Ben Hunt tackles LIBOR, the money market, and explores magical thinking and why the Fed and other central banks display symptoms of this activity.
Aug 10, 2016 • 45min
Epsilon Theory - Full House
On episode seven of the Epsilon Theory podcast, host Dr. Ben Hunt is joined in San Francisco by Salient's president Jeremy Radcliffe and deputy CIO Rusty Guinn to talk journalism, the coup in Turkey, and election politics. Producer Michael Corrao concludes with a surprise for Ben to celebrate the three year anniversary of Epsilon Theory.
Jul 27, 2016 • 43min
Epsilon Theory - Dungeons & Dragons
On episode six of the Epsilon Theory podcast, host Dr. Ben Hunt is joined again by Salient deputy chief investment officer Rusty Guinn to talk about an observable shift among equity and fixed income investors, intellectual property, and Dungeons & Dragons.
Jul 12, 2016 • 30min
Epsilon Theory - Reader Mailbag #1
On episode five of the Epsilon Theory podcast, host Dr. Ben Hunt riffles through the mailbag to answer reader questions. Join the conversation and subscribe to Epsilon Theory newsletters or this podcast on iTunes.
Jun 30, 2016 • 37min
Epsilon Theory - Brexit Special
On a special episode of the Epsilon Theory podcast, hosts Dr. Ben Hunt and Jeremy Radcliffe discuss the economic and historical context of the Brexit vote. Dr. Hunt contends that “this is a Bear Stearns event and not a Lehman moment” and explains what he thinks could lead to a systemic shock to markets and the end of the Eurozone.
Jun 3, 2016 • 32min
Epsilon Theory - Southern Accents
On episode three of the Epsilon Theory podcast, host Dr. Ben Hunt is joined by Salient’s chief risk officer Rusty Guinn. Through anecdotes about Donald Trump, Mikhail Baryshnikov and David Mamet, they search for the elusive “true authenticity” in people, politics and finance.
Jun 3, 2016 • 36min
Epsilon Theory - Crisis Of Faith
On episode two of the Epsilon Theory podcast, hosts Dr. Ben Hunt and Jeremy Radcliffe examine why the once-trusted models in finance and politics are broken and what this means for central bank policy and the upcoming U.S. election.
