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/.
Epsilon Theory - Is Volatility Back?28/02/2018 Duración: 14min
On this special episode of the Epsilon Theory podcast, we share an excerpt from a conference call we recorded on February 13 discussing our thoughts on the market selloff earlier in the month. You’ll hear from Christopher Guptill, co-CEO and chief investment officer at Broadmark Asset Management and Dr. Ben Hunt, author of Epsilon Theory.
Epsilon Theory - Make America Good Again15/11/2017 Duración: 54min
On episode 26 of the Epsilon Theory podcast, we welcome back Rusty Guinn, our executive vice president of asset management, to talk about political markets — a topic just as important to Ben as capital markets. Be sure to also check out the companion pieces to this podcast on the Epsilon Theory website: “Always Go To the Funeral,” “Sheep Logic,” and “Before and After the Storm.”
Epsilon Theory - Failure to Inflate19/10/2017 Duración: 45min
On episode 25 of the Epsilon Theory podcast, we’re joined by Peter Cecchini, Chief Market Strategist, Head of Equity Derivatives and Cross-Asset Strategy at Cantor Fitzgerald, to discuss one of his recent notes, “Failure to Inflate.” As Peter writes, “The theories that guide monetary policy fail to explain why growth and inflation remain so low in developed economies.” Tune in to hear why this is and what might bring about higher inflation.
Epsilon Theory - The Jukebox Theory22/09/2017 Duración: 44min
We're back with episode 24 of the Epsilon Theory podcast! Ben shares his thoughts on the inflation narrative and a new idea reminiscent of C-SPAN to make politics at every level more transparent and engaging.