Things Fall Apart (Part 1)
Part 1 of a three-part series on what it means to have a polarized electorate and a monolithic market. Today's note: the Age of Ridiculousness and the…
Category: Politics
Letter From a Birmingham Museum
MLK Day reminds us of the foundations of a UNITED States of America, a reminder that has never been more important to take into our hearts.
It's not …
Make America Good Again
On episode 26 of the Epsilon Theory podcast, we welcome back Rusty Guinn, our executive vice president of asset management, to talk about political …
Gandalf, GZA and Granovetter
When we try to define others' cartoon, we take away their agency, and strip away their humanity. And we do it with our clients, every time we guess wh…
Before and After the Storm or: Make America Good Again
What does the path of history tell us? What does the aftermath of one of America’s greatest natural disasters and human tragedies tell us? What can …
Change is in the Air
By the time we got to episode 20 of the Epsilon Theory podcast, change was bound to happen. Coming to you from our New York office, Dr. Ben Hunt and …
Karnak
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 ap…
Anthem!
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 …
The First Presidential Debate
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 Manag…
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…