Today’s financial markets demand a conversation that incorporates game theory, history and politics. Join the discussion with host and Epsilon Theory author, Dr. Ben Hunt, and Salient's president and chief strategy officer, Jeremy Radcliffe. Subscribe to Dr. Hunt's newsletter — read internationally by over 100,000 professional investors and allocators — at http://www.epsilontheory.com/contact/.
83 Available Episodes (83 Total)Average duration: 00:36:08
Apr 14, 2023
Epsilon Theory on Tape: An AI In The City Of God
00:39:17
The City of Man always wins.
The Visigoths always sack Rome. The Vandals always sack Hippo. Augustine always dies in the siege. Bad things always happen to good people ... at scale.
Here's how we use generative AI to flip the script.
Feb 09, 2023
Epsilon Theory on Tape: Starry Eyes and Starry Skies
00:28:45
The student loan crisis is a Big Deal. And it is only a part of a Bigger Deal: the Myth of College.
This issue will be front-and-center in the upcoming elections. We will all be handed our very own 'Yay, College' signs to raise high. More often than not, we will be asked to raise them in service of market-distorting policies which will make our problems worse.
Dec 06, 2022
Epsilon Theory on Tape: The MacGuffin, Part 2: The Story Arc of SBF and FTX
00:47:53
The MacGuffin is the object of desire.
It is the thing around which the plot of the story revolves.
Here is the story arc of SBF and FTX, and the MacGuffin that anchored it all - the Magical Money Machine.
Dec 06, 2022
Epsilon Theory on Tape: MacGuffin, Part 1: The Corrupt Crypto 'Revolution'
00:23:31
If you don't see that the crypto "industry" has become just as blindingly corrupt, just as oozingly fatuous, just as profoundly captured by the Nudging Oligarchy as the traditional financial services industry it was supposed to replace ... well, you're just not paying attention.
Oct 28, 2022
Cursed Knowledge #15: Sir Edmund Hillary Thinks You're An Ass
00:16:23
Mt Everest is a death trap. Everything about the mountain is designed to kill you. So why are so many people going up there? Why do we ignore the very real and very dangerous narratives that are right in our face.
Oct 05, 2022
Epsilon Theory on Tape: Notes From the Field
00:27:20
What does farming have to do with investing? Quite a lot, actually. In this first of a series that takes on a life of its own, Ben discusses bees and bonds, eggs and ETFs, and more.
Oct 05, 2022
Epsilon Theory on Tape: The Goldfinch in Winter
00:09:23
Part 2 of Ben's Notes from the Field series, in which he considers the question: what can a bird teach us about value investing? To everything there is a season.
Oct 05, 2022
Epsilon Theory on Tape: Horsepower
00:23:49
There is no animal more important to the ascendancy of Western Civilization than the horse, and no invention more important than the horse collar. After all nothing shapes history like advances in productivity. Part 3 of Ben's Notes from the Field series here.
Oct 03, 2022
Cursed Knowledge #14: In Defense of Marie Antoinette
00:19:04
Marie Antoinette has a rather interesting historical footprint. For all that her image is iconic and her reputation infamous, it's not all the truth. The real Marie Antoinette has been lost to the cartoon of Marie Antoinette™. So I want to show you a glimpse at the real person behind the cartoon and take a closer look at how her cartoon got started.
Sep 20, 2022
Cursed Knowledge #13: Subverting Censorship
00:22:08
The Golden Age of Hollywood was full of drama. On and off screen. It was the age of carefully cultivated images. Fake names and secret procedures. And it was the age of censorship. The Hays Code and the censorship office had more influence on the film industry than any actor, director, or producer ever could. They had full control over what Hollywood made. Well, almost. There were still a few loopholes left to exploit.
Apr 14 | 00:39:17
Epsilon Theory on Tape: An AI In The City Of God
Feb 09 | 00:28:45
Epsilon Theory on Tape: Starry Eyes and Starry Skies
Dec 06 | 00:47:53
Epsilon Theory on Tape: The MacGuffin, Part 2: The Story Arc of SBF and FTX
Dec 06 | 00:23:31
Epsilon Theory on Tape: MacGuffin, Part 1: The Corrupt Crypto 'Revolution'
Oct 28 | 00:16:23
Cursed Knowledge #15: Sir Edmund Hillary Thinks You're An Ass
Oct 05 | 00:27:20
Epsilon Theory on Tape: Notes From the Field
Oct 05 | 00:09:23
Epsilon Theory on Tape: The Goldfinch in Winter
Oct 05 | 00:23:49
Epsilon Theory on Tape: Horsepower
Oct 03 | 00:19:04
Cursed Knowledge #14: In Defense of Marie Antoinette
Sep 20 | 00:22:08
Cursed Knowledge #13: Subverting Censorship
This podcast could use a review!
This podcast could use a review! Have anything to say about it? Share your thoughts using the button below.