Epsilon Theory Podcast

Informações:

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

  • Breaking News #19: Number Go Up For November

    11/04/2024 Duración: 57min

    In this episode we discuss how the upcoming November election is shaping the current political and economic landscape. We discuss why inflation, the stock market and the war in the Middle East are all being viewed through a political lens as the election approaches and those with a vested interest seek to influence its outcome . We also discuss the prevalence of conspiracy theories, the erosion of trust in institutions, and the importance of curiosity in a left brain focused world.

  • Breaking News #18: The Rise of Raccoons

    28/03/2024 Duración: 01h02min

    As anyone who has ever left their trash lid loose would know, racoons have a tendency to come in and clean up the leftovers. And they make a huge mess while they do it. That isn't the only place they exist, though. Raccoons also exist in the financial world, the self help world and a lot of other places. They come in and take what is leftover from what would otherwise be positive innovations and make a mess of them for their own benefit. In this episode, we take a detailed look at raccoons. We look at the tactics they use and how all of us can better spot them before they do their damage. We also discuss the danger of carved out inflation metrics, whether fundamental investing is dead, what steam boat operators have to do with finding your true self and a lot more.

  • Breaking News #17: The Rise of Financial Nihilism

    15/03/2024 Duración: 01h02min

    Younger generations today feel like they don't have a chance. Whether it be rising home prices or income and wealth inequality, they feel that they are starting with a significant disadvantage relative to older generations. One of the responses to this has been to resort to more aggressive gambling when it comes to their investments and their lives. Whether it be sports gambling or investing in riskier investments, some have sought to overcome their starting position by making risky bets. In this episode, we take a deep dive into this idea of financial nihilism and look at its real world implications. We also discuss Elon Musk's treason allegations against Joe Biden and also look at the amazing behind the scenes story of the creation of the song "We Are the World."

  • Breaking News #16: Technology and the Teenage Mind

    29/02/2024 Duración: 57min

    We all know that technology can be bad for children. But a new paper from 13D Research, which was republished on Epsilon Theory, really drove home the point of just how bad it can be be and the impact it has on the wirings of children's minds. In this episode, we discuss this research and what we can do as parents to help mitigate the damage technology is doing to our children. We also cover the election and the impact of Trump's legal problems, Elon's Musk's pay package Joe Biden's scripted press conferences and the importance of embracing difficulty.

  • Breaking News #15: Useful Idiots

    15/02/2024 Duración: 01h01min

    Over ten countries are currently engaged in hot wars in the Middle East. But you wouldn't know if from the media coverage where what has been going on has received limited attention. In this episode we dig into why that is. We also cover Tucker Carlson's recent interview with Vladimir Putin, Joe Biden's attempts to tackle shrinkflation and airline seating, why politicians from both sides have no interest in addressing the border and the importance of embracing your yellow pants moment.

  • Cursed Knowledge #27 Panera Lemonade

    09/02/2024 Duración: 25min

    Panera's in hot water over their charged lemonade. After building their brand on clean and healthy food, they're now facing several lawsuits claiming their lemonade caused permanent heart damage and even death. So what's really going on with the lemonade? And why is the story surrounding it so misleading?

  • Breaking News #14: Harvard Material

    01/02/2024 Duración: 01h04min

    Harvard has some of the most stringent admission standards of any university. Most people will never have the opportunity to receive a degree from this elite institution. But that doesn't mean you can't obtain your "graduate certificate" in fields like Museum Studies, Social Justice and Digital Storytelling all for the bargain price of $12,880 from the Harvard Extension School. Of course, Harvard won't accept these credits in its main programs and you can't get any federal loans for it, but you can tell your friends that you attended one of the world's elite institutions. In this episode, we discuss how things got to the point in our higher education system where programs like this exist and what can be done to fix it. We also cover the declining narrative of electric vehicles, the challenge of measuring inflation, Vivek Ramaswamy's master plan, 90s alternative music and a lot more.

  • Breaking News #13: The Curious Case of Claudine Gay

    18/01/2024 Duración: 59min

    Claudine Gay recently resigned as President of Harvard due to allegations of plagiarism. But the story behind that is far more important than the headline itself and gets at much bigger issues within the academic world, In the episode, we dig into those details. We also discuss what the recently launched ETFs mean for the future of Bitcoin, why attacks of hedge fund managers based on the carried interest deduction are misplaced, whether a soft landing is possible and the legacy of Dr. Martin Luther King.

  • Breaking News #12: The Aggrieved Trump 2024 Narrative

    04/01/2024 Duración: 59min

    The news about the election has been heating up recently. But it unfortunately has not revolved around the process of people voting to determine the outcome. The combination of Donald Trump's legal issues and efforts to remove him from the ballot in blue states have dominated the recent election coverage. In this episode, we tackle both of these issues and how they are playing out in narrative world. We also discuss the reporting around the recent ceremony in Iran to mark the anniversary of the death of Qasem Soleimani, why S&P 500 yearly forecasts still exist and what we can learn from Rick Rubin. We also all offer our New Year's resolutions for 2024.

  • Women and Risk: A Wall Street Narrative

    21/12/2023 Duración: 01h06min

    It is no secret that women are underrepresented in the finance industry. That is especially true with respect to the “risk-taking” roles that people tend to associate with a career on Wall Street. While there are many reasons for that, one of the primary ones lies in the stories we have been told in the media about women in finance. In this episode, we dig into those stories, how they influence us and how they also may offer us a potential solution to the problem. We also discuss the recent college president testimony in front of congress, Joe Biden’s tweets about inflation, the amazing story of the creator of Barbie and a lot more.

  • Cursed Knowledge #26: Singin' in the Rain

    14/12/2023 Duración: 30min

    Movie musicals are a Hollywood staple. A spectacle of dance, emotion, and music. Proving which Hollywood stars are actors only and which are true triple threats. But it turns out a lot of our favorite classics have been keeping some pretty big secrets. Including who's really singing.

  • Men of God in the City of Man, Part 4: Epimemetics

    13/12/2023 Duración: 01h15min

    Every narrative is built on memes that have evolved and adapted to human culture over centuries. But some environments change the way that those memes are expressed. The effects can be explosive.

  • Breaking News #10: The Story of Generative AI | Bringing the Power of Discovery Back to the People

    06/12/2023 Duración: 01h03min

    Generative AI has the power to become one of the most significant innovations any of us will see in our lifetimes. In fact, it may already be there. In this episode, we discuss the impact of this new technology on all of us and the world we live in,. We talk about what the technology is, how it works, the risks associated with it and its potential to shift the power of search and discovery from the hands of big tech companies to everyday people. We also discuss Ben's first reader context on Twitter, whether the Rock could win a presidential election, the role of major universities in our society and a lost, but now found Beatles song.

  • Men of God in the City of Man, Part 3: Memetics

    05/12/2023 Duración: 02h01min

    In the same way that genetics governs how physical viruses reproduce within a host, memetics governs how narrative viruses reproduce within a culture. And the memes which govern our narrative virus are powerful.

  • Cursed Knowledge #25: Truffle Hunting

    01/12/2023 Duración: 19min

    Truffles are well known to be one of the rarest, and most expensive, delicacies available. What's not known is the cutthroat world of truffle hunting. Where it's not uncommon to see fraud, theft, sabotage, and even murder.

  • Breaking News #9: Hold My Beer

    22/11/2023 Duración: 01h05min

    With primary season getting into full swing, there is a lot going on in the political world. Candidates are taking things up a notch with their aggressive tweets and comments to try to stay relevant as a Trump vs. Biden election seems more likely every day. And Trump and Biden themselves seem happy to sit back and stay out of the fray while enjoying their leads in the polls. In this episode, we break down the current state of election 2024. We discuss whether the primaries matter anymore and how things are playing out in narrative world. We also cover why inflation may not have been as low as it seemed in the most recent CPI report, whether Jack's pivot on Jared Kushner is warranted and the benefits of keeping a personal archive.

  • Cursed Knowledge #24: Hollywood Accounting

    17/11/2023 Duración: 20min

    We know that Hollywood is a multibillion dollar industry that shows no signs of slowing anytime soon. So then why do so many studios report that their movies failed? Especially when most of these movies are incredibly popular and by all accounts should be financially successful. Well turns out Hollywood has some tricks up their sleeves and, as The Producers taught us, under the right circumstances you can make more money with a flop than a hit.

  • Breaking News #8: When Narrative Doesn't Matter | The Israeli Strategy of Total War

    09/11/2023 Duración: 55min

    People traditionally look at war as something that is fought on a battlefield. And that is certainly true. But it is also fought in the world of narrative. The stories that are told by both the combatants in a war and other parties outside the war with a vested interest in its outcome can play a major role in how it plays out. In this episode, we look at the current Israel Hamas war through a narrative lens and how that is impacting the conflict.

  • Cursed Knowledge #23: Mega Disasters

    02/11/2023 Duración: 21min

    Earthquakes, storms, volcanos, oh my. It seems the earth is always trying to kill us one way or another. These are dangerous powerful spectacles that can literally reshape the world. It’s understandable that we’re so fascinated by them. But why aren’t we afraid of them?

  • Breaking News #7: When the Media Failed Us: The Changing Story of the Gaza Hospital Explosion

    26/10/2023 Duración: 47min

    There was an explosion in the vicinity of a hospital in Gaza. The media immediately began reporting on it. Major newspapers put out front page headlines. Television stations brought on experts to voice their opinions, But there was one major problem: much of the information that was reported as fact turned out to be wrong. In this episode, we dig into the incident to try to understand what happened in the reporting of this story, why it happened, and what it tells us about the way the media operates in our world today.

página 1 de 6