Epsilon Theory Podcast

By Ben HuntBusiness

Epsilon Theory Podcast episodes

August 31, 2016 Epsilon Theory - Magical Thinking
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.
43 min
August 10, 2016 Epsilon Theory - Full House
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.
46 min
July 27, 2016 Epsilon Theory - Dungeons & Dragons
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.
43 min
July 12, 2016 Epsilon Theory - Reader Mailbag #1
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.
30 min
June 30, 2016 Epsilon Theory - Brexit Special
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.
38 min
June 03, 2016 Epsilon Theory - Southern Accents
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.
33 min
June 03, 2016 Epsilon Theory - Crisis Of Faith
On episode two of the Epsilon Theory podcast, hosts Dr. Ben Hunt and Jeremy Radcliffe examine why the once-trusted models in finance and politics are broken and what this means for central bank policy and the upcoming U.S. election.
37 min
April 22, 2016 Epsilon Theory - The Introduction
In episode one of the Epsilon Theory podcast, hosts Dr. Ben Hunt and Jeremy Radcliffe discuss the origins of Epsilon Theory, how Dr. Hunt came aboard Salient in 2013, and why game theory can be used to more skillfully understand markets and politics.
1 hr 26 min