The End Game Ep. 18 - 'Markets In Turmoil' Edition feat. Marc Cohodes & Dr. Ben Hunt
The Grant Williams Podcast
The uncovering of the Greensill fraud and the Archegos liquidation have rocked markets in recent weeks but, as always, the narrative around both of these events is woefully misguided. In this special 'Markets In Turmoil' edition of The End Game, Fleck and me are joined by Marc Cohodes and Dr. Ben Hunt to try and make sense of not just the movements this week as the Archegos unwind rippled through markets, but the potential fallout from Greensill's failure. We discuss the importance of each event to broader markets, how they came to be possible, what the real story behind the careful-constructed narrative appears to be as well as the likely ramifications.
Leverage 'Party' Is At Root of Fund Blowups: Ben Hunt
Ben Hunt, Co-founder and Chief Investment Officer at Second Foundation Partners, and publisher of Salient Theory, on the common denominator for the Archegos, Greensill and Melvin Capital implosions. Dr. Win Thin, Global Head: Currency Strategy at Brown Brothers Harriman, on traders exiting the dollar short trade. Chris Stansbury, CFO of Arrow Electronics, on strong demand and the chip shortage. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Hermes, on his bullish outlook and why he doesn't fear inflation right now. Hosted by Paul Sweeney and Matt Miller. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
In this episode, Ben Hunt, Co-Founder of Second Foundation Partners and creator of Epsilon Theory, joins host Peter Hans to talk about how investors can make sense of markets that don’t make much sense. Using the lens of game theory, Hunt explores the role of narrative and the market machine, and offers investors a new way of thinking about Wall Street that can revolutionize their investment perspective.Visit www.realvision.com/crypto to join the crypto revolution.You can reach out to Peter Hans on Twitter : @peterdhans82You can reach out to Ben Hunt on Twitter: @EpsilonTheory Learn more about your ad choices. Visit megaphone.fm/adchoices
Dr. Ben Hunt: Narrative Management in Finance and Society as a Whole
Epsilon Theory founder Dr. Ben Hunt joins Smarter Markets to weigh in on how social media is being used to engineer the narratives which shape both financial markets and society more broadly. We discuss the influence of social media then go on to discuss how financial markets no longer serve society in the way they were intended, and what needs to be done to fix them.
The Mayor of Miami on Blockchain and Ben Hunt on COVID-19, the Fed, and How "Not To Be The Sucker At The Table"
Real Vision: Finance, Business & The Global Economy
In the first segment, Real Vision CEO Raoul Pal speaks to the mayor of Miami, Francis X. Suarez, about his plans to attract talent, jobs, capital, and “anchor tenants” to Miami as well as his embrace of blockchain technology. Mayor Suarez can be found on Twitter at @FrancisSuarez. In the main segment, senior editor Ash Bennington speaks to Ben Hunt, author of Epsilon Theory, about the ways in which the United States can better protect itself from the scourge of COVID-19. Hunt acknowledges that the variants of the virus might impair economic growth yet contends that asset markets might continue to prove resilient. Lastly, Hunt shares with Bennington his view on the run-up in SPACs as well as “meme stocks” such as GameStop ($GME). Bennington concludes by giving a sneak peek of tomorrow’s event, “Bitcoin in the Real World.” Join Real Vision and BlockFi on February 4 for a free one-day online event. RSVP at realvision.com/blockfi. Learn more about your ad choices. Visit megaphone.fm/adchoices
Epsilon Theory Co-Founder and Author Ben Hunt on Finding Your Pack and the ‘Platform’ Narrative (EP.127)
Panic with Friends - Howard Lindzon
I’ve had Ben Hunt on the podcast before, but I felt it was time to bring him back on to get his insights on the financial, cultural and political state of our country as of late. When I’m not talking his ear off, Ben is busy writing nonstop for Epsilon Theory, a newsletter and website that examines markets through the lenses of game theory and history. It’s a treat to have smart, thoughtful people like Ben on the podcast. He isn’t trying to spin a narrative, but genuinely wants to inform others about what’s going on and what they can do about it. I may even need to bring him on as a co-host – I love talking to him that much. Last time I had Ben on we talked about zero interest rates, writing and the politicizing of the stock market. This time around, Ben and I talked about his life as a publisher, media culture, the markets, the ‘mendacity’ of the world, crypto, SPACs, capital and what’s been going on with his company. This was a fun one to record. Enoy! Guest - Ben Hunt, Co-Founder and Partner at Second Foundation Partners, Author and Co-Founder at Epsilon Theory howardlindzon.com, epsilontheory.com Twitter: @howardlindzon, @epsilontheory, @knutjensen linkedin.com/in/bhunt #fintech #invest #investment #venturecapital #stockmarket #finance
Will Wall Street Ruin Bitcoin? Featuring Ben Hunt and Alex Gladstein
Ben Hunt is the founder of Second Foundation Partners and lead author of Epsilon Theory. Alex Gladstein is the chief strategy officer at the Human Rights Foundation. In this conversation, they discuss one of the most important burgeoning topics of the year: In a world where bitcoin goes mainstream with traditional financial institutions, can it keep its more renegade spirit? More important, can it keep its more renegade features such as permissionless access and censorship resistance? Ben and Alex join for a good faith, spirited discussion of whether the bitcoin we know today will be preserved or whether it is doomed to be co-opted by the financial powers that be. Find our guests on social: Ben: @EpsilonTheory Alex: @Gladstein The Breakdown is produced and distributed by CoinDesk.com Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownNLW
BREAKDOWN: Will Wall Street Ruin Bitcoin? Featuring Ben Hunt and Alex Gladstein
CoinDesk Podcast Network
As traditional financial institutions line up to get into bitcoin, a debate on whether it can stay permissionless and censorship resistant.This episode is sponsored by Crypto.com and Nexo.io.Ben Hunt is the founder of Second Foundation Partners and lead author of Epsilon Theory. Alex Gladstein is the chief strategy officer at the Human Rights Foundation. In this conversation, they discuss one of the most important burgeoning topics of the year: In a world where bitcoin goes mainstream with traditional financial institutions, can it keep its more renegade spirit? More important, can it keep its more renegade features such as permissionless access and censorship resistance? Ben and Alex join for a good faith, spirited discussion of whether the bitcoin we know today will be preserved or whether it is doomed to be co-opted by the financial powers that be.Find our guests on social:Ben: @EpsilonTheoryAlex: @Gladstein
MG Slams The Bunker One Week Out From Finals! Why Ben Hunt Is Not The Dragons Best Option At Halfback, Plus The NRL Forced To Axe 25% Of Staff!
The Rush Hour with MG & Liam
1. Welcome To The Rush Hour with MG! 2. “Trending Now” – NRL Lose 25% Of Staff In Budget Cut 3. The Good, And The Bad– Round 19 4. The Ugly – St George Illawarra Dragons 5. NRL Burning Question – Should Tom Trbojevic Be Picked For Origin? 6. Has MG Been Paying Attention? See omnystudio.com/listener for privacy information.