Almost as much as we love stock discussions, we love talking about our favorite fund managers. These discussions are unfortunately almost always a complete waste of time.
On DARPA explainer videos, Burning Man invocations, and the impact of bad weather and high taxes on AI talent pools.
By the time we got to episode 20 of the Epsilon Theory podcast, change was bound to happen. Coming to you from our New York office, Dr. Ben Hunt and producer Michael Corrao talk about changes to the Epsilon Theory website, Ben’s role, and the entire political system.
Many of the gaps in our knowledge are the result of our insistence on accepting our priors and using technology to answer questions we see as new. But what if we could develop techniques to challenge those priors with new questions?
We meet with our fund managers and financial advisers with a goal in mind. But we always end up talking stocks. If you insist on buying the tank, they’ll sell you a tank, folks.
On episode 19 of the Epsilon Theory podcast, Dr. Ben Hunt is joined by Rusty Guinn, Salient’s executive vice president of asset management. Picking up from their last conversation on fake news, Ben and Rusty consider the kinds of information that we have at our disposal and if we are asking the right questions in our analysis — or just searching for the answers we want.
An introduction to Jeremy Radcliffe, the Rabbit Hole and why it seems like the best asset management executives would be far happier as general managers of sports teams.
If questioning everything you ever thought you knew about science sends you into a downward spiral of crippling anxiety, this may not be the Rabbit Hole for you.
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Oh, we all use index funds. ETFs. We all avoid the evils of acting trading, sure. But in the end, we are all active managers, friends. Yes, you, too.