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Epsilon Theory Podcast

Updated 20 days ago

Business
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Today’s financial markets demand a conversation that incorporates game theory, history and politics. Join the discussion with host and Epsilon Theory author, Dr. Ben Hunt, and Salient's president and chief strategy officer, Jeremy Radcliffe. Subscribe to Dr. Hunt's newsletter — read internationally by over 100,000 professional investors and allocators — at http://www.epsilontheory.com/contact/.

Read more

Today’s financial markets demand a conversation that incorporates game theory, history and politics. Join the discussion with host and Epsilon Theory author, Dr. Ben Hunt, and Salient's president and chief strategy officer, Jeremy Radcliffe. Subscribe to Dr. Hunt's newsletter — read internationally by over 100,000 professional investors and allocators — at http://www.epsilontheory.com/contact/.

iTunes Ratings

46 Ratings
Average Ratings
38
4
2
1
1

iTunes Ratings

46 Ratings
Average Ratings
38
4
2
1
1
Cover image of Epsilon Theory Podcast

Epsilon Theory Podcast

Updated 20 days ago

Read more

Today’s financial markets demand a conversation that incorporates game theory, history and politics. Join the discussion with host and Epsilon Theory author, Dr. Ben Hunt, and Salient's president and chief strategy officer, Jeremy Radcliffe. Subscribe to Dr. Hunt's newsletter — read internationally by over 100,000 professional investors and allocators — at http://www.epsilontheory.com/contact/.

Rank #1: Epsilon Theory - The Day After

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On episode 13 of the Epsilon Theory podcast, Dr. Ben Hunt is joined in San Antonio by Grant Williams, founder and publisher of Things That Make You Go Hmmm… and co-founder of Real Vision TV. It’s the day after the 2016 presidential election and time to explore how and why Trump won, what it might mean for markets, and where Dr. Hunt and Grant are turning their attention.

Nov 11 2016
33 mins
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Rank #2: Epsilon Theory - Jubilee!

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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.

Sep 14 2016
36 mins
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Rank #3: Epsilon Theory - Does It Fly, Really?

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On episode 22 of the Epsilon Theory podcast, we’re in Las Vegas at the 2017 EQDerivatives conference. Both Dr. Ben Hunt and our guest, Devin Anderson, managing director in equity derivative sales at Deutsche Bank, were speakers at the event this year. In a nod to David McCullough’s 2015 book, The Wright Brothers, this episode explores whether the ubiquitous ideas floating around finance today actually have wings and can fly.

Jun 16 2017
1 hour
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Rank #4: Epsilon Theory - What Now?

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On episode 17, Dr. Ben Hunt is joined once again by Downtown Josh Brown. He’s an author, CNBC contributor, and CEO of Ritholtz Wealth Management. The last time Josh joined the podcast was right after the first presidential debate. With the election and inauguration behind us, now what? Ben and Josh take on the proposed 2017 Fed rate hikes, the potential impact of a higher dollar, and what matters most in investing.

Feb 14 2017
46 mins
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Rank #5: Epsilon Theory - Big Data, Big Compute

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On episode 18 of the Epsilon Theory podcast, Dr. Ben Hunt is joined by Neville Crawley, the former CEO of Quid, Inc., a data intelligence software company based in San Francisco. Dr. Hunt and Neville speak about advancements in big data and big compute, and the potential to further impact investing.

Mar 09 2017
44 mins
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Rank #6: Epsilon Theory - Information, Please.

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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.

Mar 28 2017
43 mins
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Rank #7: Epsilon Theory - Alternative Facts

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A new year and a new president. On episode 16, Dr. Ben Hunt is joined by Rusty Guinn, executive vice president of asset management at Salient, to explore when the media morphed from agent to principal.

Jan 24 2017
40 mins
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Rank #8: Epsilon Theory - Karnak

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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.

Oct 27 2016
31 mins
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Rank #9: Epsilon Theory - Richie Incognito

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On episode 14 of the Epsilon Theory podcast, Dr. Ben Hunt is joined by Salient President and Chief Strategy Officer Jeremy Radcliffe and co-CEO, Chief Investment Officer, and Portfolio Manager from Broadmark Asset Management, Chris Guptill. As they explore how a Trump presidency might be similar to Reagan’s presidency and what a “no” vote in Italy could mean for markets, Ben and Jeremy are in awe of Chris’s encyclopedic knowledge of market history.

Dec 08 2016
39 mins
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Rank #10: Epsilon Theory - Change is in the Air

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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 talk about changes to the Epsilon Theory website, Ben’s role, and the entire political system.

Apr 17 2017
30 mins
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Rank #11: Epsilon Theory - Mailbag #2

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On episode 15 and the last of 2016, host Dr. Ben Hunt answers listeners’ questions about the Eurozone and what’s next in Italy, OPEC, and rates.

Dec 23 2016
27 mins
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Rank #12: Epsilon Theory - Anthem!

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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.

Oct 13 2016
52 mins
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Rank #13: Epsilon Theory - The First Presidential Debate

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

Sep 29 2016
42 mins
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Rank #14: Epsilon Theory - 1999 v2.0

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On episode 21 of the Epsilon Theory podcast, Dr. Ben Hunt is joined by Brad McMillan, CFA, CAIA, the chief investment officer at Commonwealth Financial Network®. Brad graciously hosts us at Commonwealth’s headquarters in Waltham, Massachusetts. Ben and Brad talk about their mutual love for Terry Pratchett, narrative causality, the French elections, and how technology is changing the financial advisory business.

May 11 2017
43 mins
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Rank #15: Epsilon Theory - Magical Thinking

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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.

Aug 31 2016
42 mins
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Rank #16: Epsilon Theory - Full House

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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.

Aug 10 2016
45 mins
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Rank #17: Epsilon Theory - Dungeons & Dragons

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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.

Jul 27 2016
42 mins
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Rank #18: Epsilon Theory - Reader Mailbag #1

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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.

Jul 12 2016
29 mins
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Rank #19: Epsilon Theory - Brexit Special

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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.

Jun 30 2016
37 mins
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Rank #20: Epsilon Theory - Southern Accents

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

Jun 03 2016
32 mins
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