Epsilon Theory Podcasts

Dr. Ben Hunt hosts the Epsilon Theory podcast with co-hosts and special guests from financial services, the financial media *gasp* and beyond. Often a complementary piece to an Epsilon Theory note, other times a topical reaction to financial news or political catalysts happening in real time, the Epsilon Theory podcast is the quickest way to get all of the unconventional perspective, historical context and narrative analysis you’ve come to expect from Epsilon Theory — pumped directly into your head.

The First Presidential Debate

Date: September 29, 2016
Category: Markets, Politics
Tags: Clinton, economy, election, Trump, president

On episode 10 of the Epsilon Theory podcast, Dr. Ben Hunt is joined by Downtown Josh 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.

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Jubilee!

Date: September 14, 2016
Category: Markets, Policy
Tags: economy, Fed, magic, pensions, risk, volatility

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.

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Magical Thinking

Date: August 31, 2016
Category: Markets
Tags: economy, Fed, magic, money market, psychology

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.

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Full House

Date: August 10, 2016
Category: Markets, Politics
Tags: Clinton, Trump, Coup, Journalism, Turkey

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.

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Dungeons & Dragons

Date: July 27, 2016
Category: Markets, Game Theory
Tags: DND, equity, fixed income, policy

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.

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Mailbag #1

Date: July 12, 2016
Category: Markets
Tags: mailbag

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.

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Special Edition: Brexit

Date: June 30, 2016
Category: Markets
Tags: Brexit, eurozone

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.

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Southern Accents

Date: June 15, 2016
Category: Markets, Election
Tags: Trump, authenticity

On episode three of the Epsilon Theory podcast, host Dr. Ben Hunt is joined by Salient’s deputy chief investment 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.

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