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Ben Hunt

60 Podcast Episodes

Latest 29 Jun 2022 | Updated Daily

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Interview with Ben Hunt

The Brandon Adams Podcast

Ben Hunt (@epsilontheory) earned a PhD in Government from Harvard in 1991. He was a research academic for a decade before founding two technology companies. He then worked in investment management for a decade, before starting a content community at www.epsilontheory.com in 2013. Epsilon Theory quickly found a large audience of over 100,000 email subscribers. For the past several years, Epsilon Theory has been a vibrant, paywalled content community. We discuss three primary topics in this podcast. In the first 50 minutes, we discuss Ben's recent long piece on Fed policy, "NGMI". Ben makes it clear that his stance on risk assets has mostly changed from one of bullishness to one of bearishness, based on his view that there has been a sustained change in the Fed narrative. We then move on to discuss Ben's long piece on cryptocurrency, "The MacGuffin, Part 1". We end with fifteen minutes on the current state of the paid content space (Ben surprised me by being bearish on Substack and the micropayments model).

1hr 30mins

23 Jun 2022

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Ep 40: Ben Hunt on the Power of Narrative

Brave New World -- hosted by Vasant Dhar

'We need narrative theory,' says Ben Hunt, to understand the alien beings called Narratives that inhabit our Metaverse. Hunt joins Vasant Dhar in episode 40 of Brave New World to describe how Big Tech is changing the way we think -- and how we need to fight it. Useful resources: 1. Ben Hunt on Twitter, LinkedIn and Epsilon Theory, 2. Epsilon Theory, 3. Narrative and Metaverse, Pt. 1: The Living Word -- Ben Hunt. 4. Narrative and Metaverse, Pt. 2: Gain of Function -- Ben Hunt. 5. Narrative and Metaverse, Pt. 3: The Luther Protocol -- Ben Hunt. 6. Chris Bail on How to Fight Polarization -- Episode 34 of Brave New World. 7. Amusing Ourselves to Death -- Neil Postman. 8. The Selfish Gene -- Richard Dawkins. 9. Lapham's Quarterly. 10. We Refugees -- Hannah Arendt. 11. The Power of Myth -- Joseph Campbell. Check out Vasant Dhar’s newsletter on Substack. Subscription is free!

1hr 12mins

9 Jun 2022

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Ben Hunt — Preserving the Physical Metaverse (EP.106)

Podcast Notes Playlist: Latest Episodes

Infinite Loops Podcast Notes Key Takeaways Check out Infinite Loops Podcast Episode Page & Show NotesRead the full notes @ podcastnotes.orgBen Hunt is the creator and primary author of Epsilon Theory, and co-founder and CIO at Second Foundation Partners. Epsilon Theory is a newsletter that examines markets through the lenses of game theory and history. Over 100,000 professional investors and allocators across 180 countries read Epsilon Theory for its fresh perspective and novel insights into market dynamics. You can follow Ben on Twitter at https://twitter.com/EpsilonTheory and read Epsilon Theory here: https://www.epsilontheory.com/ Show Notes: Neurolinguistic hard reset Ben’s days at Harvard Why Klaus Schwab is a raccoon Human beings are social animals How language impacts and limits us The cost of the Metaverse How the nudging state is rewiring us Does narrative follow price, or is it the inverse? Traders respond to stories everyday How technology can fight the nudging state. NOAH: An ark of stories on the blockchain Books Mentioned: The WEIRDest People in the World; by Joseph Henrich How the Irish Saved Civilization; by Thomas Cahill

1hr 3mins

28 May 2022

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Ben Hunt — Preserving the Physical Metaverse (EP.106)

Infinite Loops

Ben Hunt is the creator and primary author of Epsilon Theory, and co-founder and CIO at Second Foundation Partners. Epsilon Theory is a newsletter that examines markets through the lenses of game theory and history. Over 100,000 professional investors and allocators across 180 countries read Epsilon Theory for its fresh perspective and novel insights into market dynamics. You can follow Ben on Twitter at https://twitter.com/EpsilonTheory and read Epsilon Theory here: https://www.epsilontheory.com/ Show Notes: Neurolinguistic hard reset Ben’s days at Harvard Why Klaus Schwab is a raccoon Human beings are social animals How language impacts and limits us The cost of the Metaverse How the nudging state is rewiring us Does narrative follow price, or is it the inverse? Traders respond to stories everyday How technology can fight the nudging state. NOAH: An ark of stories on the blockchain Books Mentioned: The WEIRDest People in the World; by Joseph Henrich How the Irish Saved Civilization; by Thomas Cahill

1hr 3mins

19 May 2022

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GM11: The Billionaires Protocol ft. Dr. Ben Hunt

Top Traders Unplugged

Today, Niels and Cem are joined by Dr. Ben Hunt, Creator of Epsilon Theory, to discuss how he uses game theory, history and behavioral analysis to understand Narrative and how it is used as a weapon to influence human behaviour, how technology has made us more susceptible to "nudging", how Narrative is used to create more competition, division and inequality, how important it is to recognize “the water in which we swim”, the power of Narrative and control of the media, and how to fight back against autocracy in pursuit of happiness, the Billionaires Protocol and much more!--------Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Cem on Twitter.Follow Ben on Twitter.Episode TimeStamps: 00:00 - Intro02:02 - Ben’s background06:03 - When did Narrative start to become dominant?16:43 - The nudging competetive state40:43 - The power of Narrative and “control” of the media49:24 - How do we fight back?54:08 - Crypto - a liberation tool?01:03:28 - Lack of imagination01:08:28 - Thanks for listeningLINK: Epsilon TheoryCopyright © 2022 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer

1hr 10mins

20 Apr 2022

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Episode 15 - Ben Hunt

Doomer Optimism

On this episode of Doomer Optimism, repeat host Anarcho-Contrarian (@AnarContrarian) is joined by Julie Fredrickson (@AlmostMedia) and Ben Hunt (@EpsilonTheory). The cover a wide range of economic and political topics, deflation versus inflation, and how the heck someone can navigate the coming insanity. About Ben Hunt Ben Hunt is the creator of Epsilon Theory and inspiration behind Second Foundation Partners, which he co-founded with Rusty Guinn in June 2018. Epsilon Theory, Second Foundation’s principal publishing brand, is a newsletter and website that examines markets through the lenses of game theory and history. Over 100,000 professional investors and allocators across 180 countries read Epsilon Theory for its fresh perspective and novel insights into market dynamics. As Chief Investment Officer, Ben bears primary responsibility for determining the Company’s investment views and positioning of model portfolios. He is also the primary author of materials distributed through Epsilon Theory. Ben taught political science for 10 years: at New York University from 1991 until 1997 and (with tenure) at Southern Methodist University from 1997 until 2000. He also wrote two academic books: Getting to War (Univ. of Michigan Press, 1997) and Policy and Party Competition (Routledge, 1992), which he co-authored with Michael Laver. Ben is the founder of two technology companies and the co-founder of SmartEquip, Inc., a software company for the construction equipment industry that provides intelligent schematics and parts diagrams to facilitate e-commerce in spare parts. He began his investment career in 2003, first in venture capital and subsequently on two long/short equity hedge funds. He worked at Iridian Asset Management from 2006 until 2011 and TIG Advisors from 2012 until 2013. He joined Rusty at Salient in 2013, where he combined his background as a portfolio manager, risk manager, and entrepreneur with academic experience in game theory and econometrics to work with Salient’s own portfolio managers and its financial advisor clients to improve client outcomes. Ben is a graduate of Vanderbilt University (1986) and earned his Ph.D. in Government from Harvard University in 1991. He lives in the wilds of Redding, CT on Little River Farm, where he personifies the dilettante farmer that has been a stock comedic character since Cicero's day. Luckily his wife, Jennifer, and four daughters, Harper, Hannah, Haven and Halle, are always there to save the day. Ben's hobbies include comic books, Alabama football, beekeeping, and humoring Rusty in trivia "competitions". About Anarcho-Contrarian They're anonymous so honestly not that much to share here. But here's their Twitter bio: Scale-Reductionism, Localism, Agrarianism, New Village-ism, Distributism... i.e. Redundant, Nostalgic & Politically Homeless. About Julie Fredrickson Julie is a serial entrepreneur and investor.

1hr 11mins

16 Jan 2022

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Ben Hunt: COVID 19 - Science, Politics, Liberty and the Long Grind

Resolve's Gestalt University

This episode features Ben Hunt, founder of Second Foundation Partners, which hosts the Epsilon Theory content portal. I reached out to Ben because I’d been starting to feel myself shifting gears on my feelings and perceptions around the ongoing COVID pandemic, and I knew Ben would be able to help put things in proper perspective. For most of the past 18 months or so I have been firmly in support of most of the measures taken by governments to manage the health impacts of the virus. We adhered strictly to lockdown guidelines, supported border closures, followed protocols, and received vaccines and boosters as soon as they were available. But over the past few weeks I’d felt myself becoming frustrated with the lack of progress on the policy front. After all, residents of developed countries have had access to highly effective vaccines for almost 9 months. Every resident has had ample opportunity to get fully vaccinated at no financial cost, and residents of many countries have had plenty of time to get free booster shots. Yet still, here we are. Everyone I talk to seems to be much more terrified of testing positive than of actually getting the virus. Everyone wants to travel, or go back to university, or see family – live a fulfilling life with the people we care about! – but they’re petrified about facing trip cancelations, quarantines, and/or huge expenses from a positive COVID test. Isn’t the world upside down when most people are more afraid of running afoul the regulations in place to prevent a danger, than they are of the danger itself! These are the themes I felt I needed to cover with Ben, and we did cover most of them in our 90 minute conversation. Ben was extremely patient and generous with his time, wisdom and insights. However, I admit to still feeling like several critical points went unresolved. This gap was definitely my fault, and not Ben’s. It just took me a few days of further ruminating to see the holes I wanted to fill. I think this is an important and timely conversation with someone who understand the topic from top to bottom, and who sees the issues with clear eyes, and a full heart. I hope you get as much value out of it as I did.

1hr 17mins

14 Dec 2021

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Episode 96: Ben Hunt

In the Fast Lane: F1 and MotoGP

With the Formula 1® title to be decided by a two-race showdown between Lewis Hamilton and Max Verstappen, we're joined by Ben Hunt, F1® journalist from The Sun newspaper in the UK, to look at how Hamilton has dragged himself back into contention, Mercedes' late-season surge, and the escalating tension between rival team principals Toto Wolff and Christian Horner.

27mins

30 Nov 2021

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Ben Hunt - A humble country boy kicking goals

From the Saddle

Signing a scholarship with the Brisbane Broncos at the age of 14. A humble country boy raised in the red dusty soil of Dingo, QLD shares his journey.From a small town to the big smoke, the mate-ships and mentors. Ben Hunt is now nationally known as a professional football player.Hearing Ben's story shines light on the strength and resilience it took to overcome one of the biggest challenges he's faced both professionally and personally, recognising the outcome of dusting off the shame and guilt and coming back stronger!Why Ben Hunt on From the Saddle? We love Ben's story. It's about recognising that rural kids can grow to achieve anything they desire. That you don't have to grow up in the bright lights to make it to the big league.Join host Caitlyn Hewitt & Ben Hunt for this humble chat.Produced By: Caitlyn Hewitt & Joseph MaloneyHost: Caitlyn HewittSponsor: Ray White Rural Dalby, Darling Downs Australian Stock Horse Society

31mins

23 Nov 2021

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Hedgeye Investing Summit VII: Ben Hunt, CIO, Epsilon Theory

Real Conversations

This is an exclusive "Hedgeye Investing Summit" interview between Ben Hunt, Founder of Second Foundation Partners & lead author of the Epsilon Theory blog, and Hedgeye CEO Keith McCullough.***This content aired as a video webcast live on Monday, October 4, 2021***Want access to our 8 other webcast in this series? Click HERE to get free access:Register for our new Simulated Trading Tournament HedgEye On The Prize for the chance to win cash prizes and Hedgeye product subscriptions!

47mins

28 Oct 2021

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