Epsilon Theory Podcast
Ben Hunt
Epsilon Theory is an exploration of the most powerful force in our social world - narrative. See more at www.epsilontheory.com.
Episodes
Mentioned books

Feb 5, 2025 • 1h 11min
The Intentional Investor #22: Eric Markowitz
Eric Markowitz, a former investigative journalist turned investment research pro, shares his intriguing journey from media to finance. He reflects on the role of storytelling and humor in both fields, connecting his childhood influences to his adult career. Markowitz recounts a wild high school adventure in Manhattan that shaped his friendships and career insights. He also discusses the challenges of early journalism and the unconventional branding tactics in finance that challenge Wall Street norms, all while emphasizing the importance of community and support during life's hardships.

Jan 20, 2025 • 1h 33min
The Intentional Investor #21: CoreyHoffstein
Corey Hoffstein, the founder of Newfound Research and a trailblazer in quantitative investing, shares his fascinating journey from video game programmer to financial innovator. He describes his self-taught programming skills and how nostalgia for childhood collectibles reveals surprising investment trends. Corey reflects on his family's entrepreneurial legacy, the importance of resilience in business, and the lessons learned from both success and failure. With tales of navigating regulatory hurdles, his story is as inspiring as it is insightful.

Jan 6, 2025 • 1h 28min
The Intentional Investor #20: Dr. Preston Cherry
Join host Matt Zeigler as he sits down with Dr. Preston Cherry, founder and CEO of Concurrent Wealth Management and author of "Wealth in the Key of Life." From his father's treasured vinyl collection to transformative "fog years," Dr. Cherry shares his journey of discovering the deep connections between music, money, and meaning.

Dec 10, 2024 • 1h 33min
The Intentional Investor #19: Yuri Khodjamirian
Join host Matt Zeigler as he interviews Yuri Khodjamirian, Chief Investment Officer at Tema ETFs, in this captivating episode of The Intentional Investor. From his early years during the collapse of the Soviet Union to building innovative investment products today, Yuri shares his remarkable journey through the world of finance and entrepreneurship.

Nov 26, 2024 • 1h 39min
The Intentional Investor #18: Jason Buck
Jason Buck, co-founder of Mutiny Fund, shares his intriguing journey from selling mixtapes to real estate and investment. He emphasizes that success is about risk mitigation rather than reckless risk-taking. Buck explores the unusual paths in finance, influenced by diverse childhood experiences in sports and competition. He also challenges conventional thoughts on wealth and entrepreneurship, highlighting the importance of creative problem-solving and the lessons drawn from his family's varied beliefs.

Nov 12, 2024 • 43min
Cursed Knowledge #30: The Road to Hell
The road to hell is paved with good intentions. But how do good intentions go so wrong? And why is it so difficult to course correct? Those are the questions explored by Harper Hunt and Rusty Guinn in this episode of Cursed Knowledge.

Nov 11, 2024 • 1h 13min
Intentional Investor #17: Jared Dillian
In this episode of The Intentional Investor, host Matt Zeigler sits down with Jared Dillian - former Lehman Brothers trader, acclaimed newsletter writer, and author - for a captivating conversation about the unexpected paths that shape a life's work. From his early days as a Coast Guard officer to becoming a Wall Street trader, and ultimately finding his voice as a writer, Dillian shares candid insights about his journey.

Oct 29, 2024 • 1h 23min
The Intentional Investor #16: Remi Tetot
Join host Matt Ziegler as he sits down with Remy Tetot, the mind behind The Mad King newsletter and former co-founder of Real Vision, for a fascinating journey through the intersection of technology, finance, and personal growth.
From washing dishes in Spain to revolutionizing financial media with Real Vision, Remy shares his remarkable story of constant reinvention. Learn how he transformed from a self-taught coder into a macro analyst under Raoul Pal's mentorship, helped build Real Vision from the ground up, and navigated both spectacular successes and humbling failures in the crypto markets.

Oct 15, 2024 • 1h 14min
Intentional Investor #15: Brent Donnelly
Brent Donnelly, a veteran forex trader and financial writer, shares his journey from aspiring journalist to Wall Street trader. He emphasizes the importance of finding a unique edge in trading and maintaining perspective amidst challenges. The discussion touches on the evolution of trading from manual processes to automation, along with insights on balancing career ambitions with family life. Brent also highlights the art of storytelling in finance, showing how personal narratives can turn experiences into growth opportunities.

Oct 11, 2024 • 42min
Cursed Knowledge #29: Allergies
Joining the discussion is Rusty Guinn, an insightful voice on allergies. He shares his personal experiences and humor about living with allergens, making the topic relatable. The conversation dives into why allergies are on the rise, exploring immune system misfires and environmental factors. Rusty highlights the dangers of monoculture in urban planning that worsen allergies. He also touches on parenting's tricky balance between safety and exposure, enriched with cultural anecdotes about peanut butter. It's an engaging blend of science, personal stories, and laughter.


