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.
Reporter Linette Lopez quotes Salient’s Dr. Ben Hunt in this Business Insider article about the challenges related to investing in today’s markets.
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.
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.”
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?”
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.
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.
Dr. Ben Hunt is quoted by Forbes, and explains the importance of understanding how narrative drives monetary policy.
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.”
Dr. Ben Hunt was quoted extensively in a note on Seeking Alpha, specifically his comments on 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.”
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.
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.
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.’”
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.