This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day.

In the digital age, we are all suffering from varying degrees of information overload and must lean on trusted guardians of the narrative to make sense of it all. Our good friend Ben Hunt (Epsilon Theory), one of the most reliable guardians, joined us this week for a thought-provoking conversation that included:

• How he witnessed and reported on the COVID pandemic story unfolding well ahead of most people and his current efforts in helping to supply medical masks in the US
• Why mainstream media keeps getting it (mostly) wrong
• Staying true to your wolfpack and avoiding the temptation of adding too much cheese to a story – even though it might greatly amplify your reach
• Gresham’s law and how fiat news often crowds out truly important stories
• Wallstreet as a highly effective narrative machine that keeps driving investors to buy like clockwork

Ben’s alter-ego Neb took charge when describing the system as dominated by crony capitalism and ultimately broken, while his B.I.T.F.D. mantra got plenty of pushback from the South-Americans across the screen. Towards the end Ben returned and shared some very cool images from his own Narrative Machine, focusing on the stock that has dominated headlines this year.

Thank you for watching and listening. See you next week.