Epsilon Theory Podcasts

Join the discussion with host and Epsilon Theory author, Dr. Ben Hunt, and Salient’s president and chief strategy officer, Jeremy Radcliffe.

Information, Please.

Date: March 28, 2017
Category: Markets, News, Policy
Tags: Alabama, fake news, genealogy, investing, stocks

On episode 19 of the Epsilon Theory podcast, Dr. Ben Hunt is joined by Rusty Guinn, Salient’s executive vice president of asset management. Picking up from their last conversation on fake news, Ben and Rusty consider the kinds of information that we have at our disposal and if we are asking the right questions in our analysis — or just searching for the answers we want.

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Big Data, Big Compute

Date: March 10, 2017
Category: Big Data, Markets
Tags: big compute, big data, cats, investing

On episode 18 of the Epsilon Theory podcast, Dr. Ben Hunt is joined by Neville Crawley, the former CEO of Quid, Inc., a data intelligence software company based in San Francisco. Dr. Hunt and Neville speak about advancements in big data and big compute, and the potential to further impact investing.

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What Now?

Date: February 14, 2017
Category: Markets, Policy
Tags: banks, dollar, euro, Fed, rates, risk parity

On episode 17, Dr. Ben Hunt is joined once again by Downtown Josh Brown. He’s an author, CNBC contributor, and CEO of Ritholtz Wealth Management. The last time Josh joined the podcast was right after the first presidential debate. With the election and inauguration behind us, now what? Ben and Josh take on the proposed 2017 Fed rate hikes, the potential impact of a higher dollar, and what matters most in investing.

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Alternative Facts

Date: January 25, 2017

A new year and a new president. On episode 16, Dr. Ben Hunt is joined by Rusty Guinn, executive vice president of asset management at Salient, to explore when the media morphed from agent to principal.

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Mailbag #2

Date: December 23, 2016
Category: Election, Policy
Tags: euro, Italy, mailbag, opec, rates, Trump

On episode 15 and the last of 2016, host Dr. Ben Hunt answers listeners’ questions about the Eurozone and what’s next in Italy, OPEC, and rates.


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Richie Incognito

Date: December 8, 2016
Category: Markets
Tags: History, Italy, Reagan, Trump

On episode 14 of the Epsilon Theory podcast, Dr. Ben Hunt is joined by Salient president and chief strategy officer Jeremy Radcliffe and co-CEO, chief investment officer, and portfolio manager from Broadmark Asset Management, Chris Guptill. As they explore how a Trump presidency might be similar to Reagan’s presidency and what a “no” vote in Italy could mean for markets, Ben and Jeremy are in awe of Chris’s encyclopedic knowledge of market history.


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The Day After

Date: November 11, 2016
Category: Markets, Policy
Tags: China, Clinton, economy, election, Italy, markets, Trump

On episode 13 of the Epsilon Theory podcast, Dr. Ben Hunt is joined in San Antonio by Grant Williams, founder and publisher of Things That Make You Go Hmmm… and co-founder of Real Vision TV. It’s the day after the 2016 presidential election and time to explore how and why Trump won, what it might mean for markets, and where Dr. Hunt and Grant are turning their attention.


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Karnak

Date: October 27, 2016
Category: Markets, Policy, Politics
Tags: 2008 crisis, debt, election, government, liquidity, president

On episode 12 of the Epsilon Theory podcast, Dr. Ben Hunt takes a trip down memory lane to look back on the cause of the 2008 financial crisis. He applies those lessons to today’s markets and upcoming election, and nostalgically shares what might boost his spirits.


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