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Crisis Actors and a Reichstag Fire

By Ben Hunt | July 26, 2016 | 0 Comments

Man in Bar: Tomorrow, I’m gonna be a hero. Gideon: I’m sorry?  Man in Bar: You may just be a patsy, but you’re an important…

Financial “Innovation” Returns to ABS Market

By Ben Hunt | July 20, 2016 | 0 Comments

On Monday, Verizon Wireless successfully securitized more than $1 billion in cellphone contracts and sold the notes into the Asset-Backed Securities (ABS) market. Here’s the…

Mailbag #1

By Ben Hunt | July 12, 2016 | Comments Off on Mailbag #1

On episode five of the Epsilon Theory podcast, host Dr. Ben Hunt riffles through the mailbag to answer reader questions. Join the conversation and subscribe…

When Narratives Go Bad

By Ben Hunt | July 7, 2016 | 0 Comments

How many things served us yesterday as articles of faith, which today are fables for us? – Michel de Montaigne, The Complete Essays (1580) That…

Special Edition: Brexit

By Ben Hunt | June 30, 2016 | Comments Off on Special Edition: Brexit

On a special episode of the Epsilon Theory podcast, hosts Dr. Ben Hunt and Jeremy Radcliffe discuss the economic and historical context of the Brexit…

Waiting for Humpty Dumpty

By Ben Hunt | June 24, 2016 | 0 Comments

Humpty Dumpty sat on a wall, Humpty Dumpty had a great fall. All the king’s horses and all the king’s men Couldn’t put Humpty together…

Cat’s Cradle

By Ben Hunt | June 21, 2016 | 0 Comments

“No wonder kids grow up crazy. A cat’s cradle is nothing but a bunch of X’s between somebody’s hands, and little kids look and look…

Southern Accents

By Ben Hunt | June 15, 2016 | Comments Off on Southern Accents

On episode three of the Epsilon Theory podcast, host Dr. Ben Hunt is joined by Salient’s deputy chief investment officer Rusty Guinn. Through anecdotes about Donald…

Pressure and Time

By Ben Hunt | June 7, 2016 | 0 Comments

Red: [narrating] In 1966, Andy Dufresne escaped from Shawshank prison. All they found of him was a muddy set of prison clothes, a bar of…

Crisis of Faith

By Ben Hunt | June 7, 2016 | Comments Off on Crisis of Faith

On episode two of the Epsilon Theory podcast, hosts Dr. Ben Hunt and Jeremy Radcliffe examine why the once-trusted models in finance and politics are…