Epsilon Theory Podcast
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 88:33:35
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Sinopsis
Todays 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/.
Episodios
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Epsilon Theory on Tape: Hollow Men, Hollow Markets, Hollow World
19/07/2022 Duración: 38minOver the past 25 years, our leaders have intentionally constructed an Apocalypse Now world of proclamation and fiat, where our wealth has grown much faster than our economy. The bill is due for their hubris, and inflation is here to collect it.
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Epsilon Theory on Tape: A Song of Ice and Fire
13/07/2022 Duración: 21minWe are the human animal. We are non-linear. We ARE a song of ice and fire. It’s a song that has built cathedrals and fed billions and taken us to the moon. It’s a song that can do all of that and more … far, far more … if only we remember the tune. The Pack remembers.
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Epsilon Theory on Tape: The Icarus Moment
28/06/2022 Duración: 48minWe live in a Cartoon Age, an era not of alienation per Karl Marx, but of alienation per Groucho Marx. What’s the cause, what’s the future, and what do we do about all this? It’s a TL;DR cri de coeur in Part 12 of Epsilon Theory's Notes from the Field series.
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Epsilon Theory on Tape: Good Job!
31/05/2022 Duración: 24minThis is Part 11 of Ben's Notes from the Field series. I don’t need to calculate a Sortino ratio to know if my dogs are doing a Good Job. Same with active investment management. Same with active citizenship. It’s all about embracing Convexity, not as a mathematical cartoon, but as a philosophy.
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Epsilon Theory on Tape: Too Clever By Half
10/05/2022 Duración: 19minThe inevitable result of financial innovation gone awry, which it ALWAYS does, is that it ALWAYS ends up empowering the State. When too clever by half people misplay the meta-game, that’s all the excuse the State needs to come swooping in and crush them, just as they are with Bitcoin today they did with Bear and Lehman in 2008. Installment #10 from Notes from the Field.
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Epsilon Theory on Tape: The Three-Body Problem
06/05/2022 Duración: 34minWhat if I told you that the dominant strategies for human investing are, without exception, algorithms and derivatives? I don't mean computer-driven investing, I mean good old-fashioned human investing ... stock-picking and the like. And what if I told you that these algorithms and derivatives might all be broken today? You might want to sit down for Part 9 of the Notes from the Field series.
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Cursed Knowledge #10: This Podcast Never Happened
21/04/2022 Duración: 19minWe've all fallen victim to a bad retcon at some point in our lives. When the story we've been following takes a turn no one was prepared for and we have to act like it all makes perfect sense. It's Sherlock Holmes coming back from the dead. It's the reveal that an entire season of Dallas was only a dream. It's the author changing their mind and trying to convince you that it's all part of the plan. I don't buy it. And neither should you.
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Epsilon Theory on Tape: Pecking Order
12/04/2022 Duración: 20minThe pecking order is a social system designed to preserve economic inequality: inequality of food for chickens, inequality of wealth for humans. We are trained and told by Team Elite that the pecking order is not a real and brutal thing in the human species, but this is a lie. It is an intentional lie, formed by two powerful Narratives: trickle-down monetary policy and massive student debt financing. Part 8 of the Notes from the Field series.
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Epsilon Theory on Tape: Clever Hans
05/04/2022 Duración: 22minEpsilon Theory on Tape: Clever Hans by Ben Hunt
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Epsilon Theory on Tape: Sheep Logic
23/03/2022 Duración: 39minIn Part 6 of the Notes from the Field Series, Ben observes that we think we are wolves, living by the logic of the pack. In truth we are sheep, living by the logic of the flock.
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Epsilon Theory on Tape: The Arborist
15/03/2022 Duración: 17minIn Part 4 of the Notes from the Field Series, Ben identifies how the natural lines of a tree and shaping the tree to follow those lines over time is a lot like shaping a portfolio.
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Cursed Knowledge #9: Cat Eyes, Full Ass, Can't Smile
10/03/2022 Duración: 13minWe've all felt insecure about our looks at one point or another. Especially in our chronically online world where how you look can be your whole brand. So with plastic surgery rates on the rise, let's peel back the layers of this industry and see how information (and lies) about procedures spread and examine the real price of beauty.
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Cursed Knowledge #8: Bad Publicity
07/02/2022 Duración: 10minSomeone once said there's no such thing as bad publicity. With all due respect, this person is an idiot. Publicity, both good and bad, can have major ramifications. Even if you don't play a part in creating it.
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Cursed Knowledge #7: Birkin Bags
06/01/2022 Duración: 08minBirkin bags are one of the ultimate symbols of status. But how did that happen? And are they worth the hype?
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Epsilon Theory on Tape: Always Go to the Funeral
20/12/2021 Duración: 23minThere’s a pose that very sick farm animals sometimes take when they’re near death, where they lie down and twist their head way back into their shoulder in a very unnatural way. It’s an odd sight if you don’t know what it signifies, a horrible sight if you do. Both the Republican Party and the Democratic Party are starting to twist their heads back into their shoulders. I don’t know if it’s too late to save them or not, but I’m increasingly thinking that it is. We need to start thinking about the funeral, who’s going to speak, and what they’re going to say.
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Cursed Knowledge #6: F*ck Almonds
16/11/2021 Duración: 10minMove over Hollywood! Almonds are one of the most lucrative and fastest growing industries in California. Unfortunately they're not as good for us as you'd think.
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Cursed Knowledge #5: Hot Coffee
02/09/2021 Duración: 10minThe McDonalds Hot Coffee lawsuit is the archetypal example of nonsense litigation. But there's a lot more to the story than most people know.
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Epsilon Theory #13: Wanting
17/08/2021 Duración: 58minIt's the only question that really matters here in the Age of Nudge: why do we want what we want? A conversation with Luke Burgis, author of Wanting: The Power of Mimetic Desire in Everyday Life.
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Cursed Knowledge #4: Olympics
16/08/2021 Duración: 19minThe Olympic games are known as a time of triumph and glory. The truth is that a lot more work goes into creating and maintaining that narrative than you'd expect.
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Cursed Knowledge #3: The Molassacre
26/07/2021 Duración: 17minThe Boston Molassacre was one of the great tragedies of the early 20th century. So why isn't it treated like one?