Many of the gaps in our knowledge are the result of our insistence on accepting our priors and using technology to answer questions we see as new. But what if we could develop techniques to challenge those priors with new questions?
We meet with our fund managers and financial advisers with a goal in mind. But we always end up talking stocks. If you insist on buying the tank, they’ll sell you a tank, folks.
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.
An introduction to Jeremy Radcliffe, the Rabbit Hole and why it seems like the best asset management executives would be far happier as general managers of sports teams.
If questioning everything you ever thought you knew about science sends you into a downward spiral of crippling anxiety, this may not be the Rabbit Hole for you.
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Oh, we all use index funds. ETFs. We all avoid the evils of acting trading, sure. But in the end, we are all active managers, friends. Yes, you, too.
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.
The best part about this job, other than being recognized in random bars by 50-year old financial advisors who are always good to buy me…
Part 1 of the Things that Matter / Things that Don’t series. Having a World View means having a center – a core set of philosophies about how the world works, what is objectively true and false, and what actually matters.