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.

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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Anthem!

Date: October 13, 2016
Category: Politics
Tags: Clinton, election, globalization, government, president, Sanders, Trump

On episode 11 of the Epsilon Theory podcast, Dr. Ben Hunt is joined by two of his daughters, Hannah Hunt and Harper Hunt, to find out if they have an anthem this election season: a rousing cause or political movement about which they feel passionate. They also discuss the role of government and if their difference of opinion is a result of a generational gap.

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The First Presidential Debate

Date: September 29, 2016
Category: Markets, Politics
Tags: Clinton, economy, election, president, Trump

On episode 10 of the Epsilon Theory podcast, Dr. Ben Hunt is joined by Downtown Josh Brown, author, CNBC contributor, and CEO of Ritholtz Wealth Management. Ben and Josh discuss their reaction to the first presidential debate and what it would mean to have a President Clinton or a President Trump.

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Jubilee!

Date: September 14, 2016
Category: Markets, Policy
Tags: economy, Fed, magic, pensions, risk, volatility

We’re back in Houston on Episode 9 of the Epsilon Theory podcast. Dr. Ben Hunt is joined by Salient’s chief investment officer Lee Partridge and deputy CIO Rusty Guinn to discuss Ben’s latest note, fiscal reform, and what to do as investors in volatile markets.

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Magical Thinking

Date: August 31, 2016
Category: Markets
Tags: economy, Fed, magic, money market, psychology

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.

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