In The Media Category Archive - Article

What to do when markets and media collide, why bank stocks could rally, and an energy play to avoid

The Globe and Mail – Date: January 9, 2018
Category: Article
Tags: Ben Hunt, narrative

Dr. Ben Hunt’s note, “The Three-Body Problem,” was called one of the best investing columns of 2017 by Scott Barlow at The Globe and Mail.

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Like This Irrational Bull Market, Trump’s Braggy Market Tweets Have No Downside

Dealbreaker – Date: November 30, 2017
Category: Article
Tags: Ben Hunt, Trump, Twitter, Equities

Dr. Ben Hunt’s note, “Pecking Order,” was quoted in this article about Trump and his communication strategy to tout the latest equity rally.

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Investors must watch what the Fed does, not what Yellen says

South China Morning Post – Date: July 18, 2017
Category: Article
Tags: game theory, Ben Hunt, narrative

Dr. Ben Hunt’s note, “Gradually and Then Suddenly,” is quoted extensively by the South China Morning Post.

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The Wall Street dad bro is having an existential crisis

Business Insider – Date: June 23, 2017
Category: Article
Tags: game theory, Ben Hunt, narrative

Reporter Linette Lopez quotes Salient’s Dr. Ben Hunt in this Business Insider article about the challenges related to investing in today’s markets.

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Why investors trust companies more than governments

CNBC – Date: June 13, 2017
Category: Article
Tags: Ben Hunt, stocks, election

Dr. Ben Hunt’s Epsilon Theory note “Westworld” is quoted in an article on CNBC.

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Watch Out: Market for Negative-Yielding Bonds Could Dry Up

Barron's – Date: November 17, 2016
Category: Article
Tags: Ben Hunt, narrative, Fed, rates

Michael Arone, chief investment strategist at State Street Global Advisors, was quoted in Barron’s about negative yields. He gives credit to Dr. Ben Hunt for his thinking: “the behavioral why of return-seeking bond buyers versus income-seeking bond buyers” as the key to understanding why negative rates are so dangerous.

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For Hedge Fund Investors, Calm Uncertainty Over Trump’s Direction

New York Times – Date: November 10, 2016
Category: Article
Tags: Ben Hunt, narrative, Fed, Trump, Brexit

Dr. Ben Hunt’s reaction to the Trump win was quoted in The New York Times: But market reaction on Wednesday after Mr. Trump’s victory was decidedly calmer. “This ain’t Brexit,” Ben Hunt of Salient Partners said, adding that the markets were already reacting positively to the news overnight. “There is a positive narrative around Trump taking place. You’re not even seeing that initial fear stage that you had with Brexit.”

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Global Debt Investors: The Silence of the Lambs

ValueWalk – Date: October 19, 2016
Category: Article
Tags: Ben Hunt, narrative, Fed

ValueWalk quotes from Dr. Ben Hunt’s Epsilon Theory note: “Is it possible for the growth of household wealth to outstrip the growth of our entire economy?”

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Lessons from Brexit

Financial Advisor Magazine – Date: September 1, 2016
Category: Article
Tags: Ben Hunt, narrative, Fed, Brexit

Financial Advisor Magazine published a story in their September issue recapping Brexit and what it might mean going forward for markets. Dr. Ben Hunt was quoted throughout the piece.

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The Brexit fate debate

Modern Trader – Date: August 21, 2016
Category: Article
Tags: Ben Hunt, narrative, Fed, Brexit

Dr. Ben Hunt’s Epsilon Theory is quoted in the September issue of Modern Trader magazine alongside other luminaries and politicians with their reactions to Brexit.

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An Investor Idea Dinner, Without The Seafood Tower

Forbes – Date: August 17, 2016
Category: Article
Tags: Ben Hunt, narrative, Fed

Dr. Ben Hunt is quoted by Forbes, and explains the importance of understanding how narrative drives monetary policy.

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Do investors worry too much? They do if they listen to the ‘crisis actors’

Dallas Morning News – Date: August 12, 2016
Category: Article
Tags: Ben Hunt, narrative, Fed

Dr. Ben Hunt’s Epsilon Theory note, “Crisis Actors and a Reichstag Fire” is quoted in the Dallas Morning News.

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Crisis Actors and a Reichstag Fire

Mauldin Economics – Date: July 27, 2016
Category: Article
Tags: Ben Hunt, narrative, Fed

Dr. Ben Hunt’s Epsilon Theory note, “Crisis Actors and a Reichstag Fire” is highlighted on Mauldin Economics.

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The Search for the Elusive Natural Interest Rate

Bloomberg Businessweek – Date: July 22, 2016
Category: Article
Tags: Ben Hunt, narrative, Fed, Brexit

Dr. Ben Hunt’s appearance on Bloomberg TV was quoted in a Bloomberg Businessweek story: “We think that you should try to insulate yourself as much as you can from the casino that central bankers are running.”

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What Does The 60% Fall In Luxury Goods Sales Mean For Stocks?

Seeking Alpha – Date: July 7, 2016
Category: Article
Tags: Ben Hunt, narrative, Fed, Brexit

Dr. Ben Hunt was quoted extensively in a note on Seeking Alpha, specifically his comments on Brexit.

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‘Brexit’ Surprised Hedge Fund Managers Used to Picking Winners

New York Times – Date: June 26, 2016
Category: Article
Tags: Ben Hunt, narrative, Fed, Brexit

The New York Times quoted Dr. Ben Hunt’s Epsilon Theory note, saying that he went as far as to call Brexit a “Bear Stearns moment.”

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Opinion: The Fed is offering the markets a placebo and nothing more

MarketWatch – Date: April 29, 2016
Category: Article
Tags: Ben Hunt, narrative, Fed

Dr. Ben Hunt writes that “policy-controlled markets aren’t a time for investment heroes.” Rather, it’s time to get as close as possible to real assets and real cash flows.

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Will The Rally Continue?

Financial Advisor Magazine – Date: March 21, 2016
Category: Article
Tags: Ben Hunt, narrative, Fed, central banks

Salient’s Dr. Ben Hunt coined the phrase “Narrative of Central Bank Omnipotence.” Financial Advisor magazine included this description in an article that considers whether Central Bank Omnipotence is dying or still effective.

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Crude Oil Rebounds, All Eyes on US Fed Rate Decision

Voice of America – Date: March 11, 2016
Category: Article
Tags: Ben Hunt, narrative, Fed

Salient’s Dr. Ben Hunt was quoted in a story on Voice of America: “Ben Hunt of Salient Partners notes in a research report regarding policy that, ‘We can gnash our teeth all we want about the hypocrisy and manipulation that’s inherent in this exercise, or we can play the game and maybe make some money. We can focus on reality and stay negative on risk assets, or we can focus on the narrative and be positive on risk assets.’”

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How Many Surprises Can an Investor Bear?

Wall Street Journal – Date: January 8, 2016
Category: Article
Tags: Ben Hunt, narrative, China, currency

In this article by Jason Zweig in the Wall Street Journal, Salient’s Dr. Ben Hunt speaks about the ups and downs in the Chinese economy, and what might be next.

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