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.

Karnak

Date: October 27, 2016
Category: Markets, Policy, Politics
Tags: election, 2008 crisis, debt, government, liquidity, president

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.


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Anthem!

Date: October 13, 2016
Category: Politics
Tags: Clinton, election, Trump, government, president, globalization, Sanders

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.

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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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