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.
George Soros has a great line, one that I’ve stolen many times: “I’m not predicting. I’m observing.” We really don’t have a crystal ball, and it really is a dumb idea to pretend that we do. But what’s not dumb is to keep your eyes and ears open, observing both what the world is telling you (playing the cards) and what other market participants are telling you (playing the players), and reacting accordingly. That’s the heart of tactical investing.
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.
Over the past few weeks, I’ve had a fight with my wife and email spats with two of my best and oldest friends. In each case, I didn’t recognize that we weren’t really talking about what I thought we were talking about, and by the time I did recognize the real issues, I was already too far down the path of combative Ben to care.
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.
In which Ben introduces the concept of fiat news, which is to “real news” what fiat currencies like dollars and euros and yen are to “real money” like a gold coin.
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.
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.