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Rusty Guinn

Rusty Guinn

Co-Founder and CEO

 @WRGuinn

Rusty Guinn is co-Founder and CEO of Second Foundation Partners, LLC, and has been a contributing author to Epsilon Theory since 2017.

Before Ben and Rusty established Second Foundation, Rusty served in a variety of investment roles in several organizations. He managed and operated a $10+ billion investment business, led investment strategy for the second largest wealth management franchise in Houston, and sat on the management committee of the 6th largest public pension fund in the United States.

Most recently, Rusty was Executive Vice President over the retail and institutional asset management businesses at Salient Partners in Houston, Texas. There he oversaw the 5-year restructuring and transition of Salient’s $10 billion money management business from legacy fund-of-funds products to a dedicated real assets franchise.

He previously served as Director of Strategic Partnerships and Opportunistic Investments at the Teacher Retirement System of Texas, a $12 billion portfolio spanning public and private investments. Rusty also served as a portfolio manager for TRS’s externally managed global macro hedge fund and long-only equity portfolios. He led diligence, process development and the allocation of billions of dollars across a wide range of indirect and principal investments.

Rusty’s career also includes roles with de Guardiola Advisors, an investment bank serving the asset management industry, and Asset Management Finance, a specialized private equity investor in asset management companies.

He is a graduate of the Wharton School, and lives on a farm in Fairfield, Connecticut with wife Pam and sons Winston and Harry. He serves as a member of the Board of Directors of the Houston Youth Symphony, and with Pam has been a long-time supporter and founding Friend of the Houston Shakespeare Festival. He plays guitar and drums on the worship team at his church in Connecticut, and dabbles in cooking, whisky, progressive rock and beating Ben at trivia.

Articles by Rusty:

Oh, a Rhinoceros

By Rusty Guinn | September 8, 2021 | 0 Comments

A video made the rounds on various social media platforms last night and this morning. By now you have probably seen it. A young man…

Burying the Lede

By Rusty Guinn | August 26, 2021 | 8 Comments

The ability to influence our behaviors as information consumers isn’t confined to whether we are explicitly being told how to think about something. Narrative is just as easily communicated through the selective absence of information, through its placement on a page, through the editorial decision regarding the volume and emphasis of its coverage.

Read more

The Afghanistan Narratives

By Rusty Guinn | August 17, 2021 | 40 Comments

We are in the very early innings of the narrative formation around responsibility for the outcome in Afghanistan. Steel yourselves for weeks of gaslighting from every angle. Hooray.

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How a Narrative Goes Viral

By Rusty Guinn | August 10, 2021 | 47 Comments

It is a fact that migrants here illegally have spread, are spreading, and will spread Covid-19.

It is also a narrative. A dangerous, seductive, rapidly spreading narrative that will cause many of us to shut off our minds to other facts, which is what narratives DO.

How do we parse the two?

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Enemies Real and Imagined

By Rusty Guinn | July 21, 2021 | 11 Comments

I think there’s a non-zero chance that the delta-variant becomes something that markets really are focused on. Maybe that happens months from now. Maybe days.

But until that happens, the delta-variant narrative explaining markets is a wall of worry, an artificially easy hurdle to climb for a market that only really cares about a dovish Fed sticking to its transitory inflation story.

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Welcome to Metaworld

By Rusty Guinn | July 16, 2021 | 28 Comments

The language of practically every topic of any social importance is now defined by people discussing how other people are discussing it. It’s true for the environment, race, politics and now – violent crime.

Welcome to Metaworld.

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Let Me Make the Songs

By Rusty Guinn | July 8, 2021 | 0 Comments

Epsilon Theory may have gotten its formal start in 2013, but the soft launch took place in 1991. That’s when my partner Ben finished his…

Non-Verbal Narrative

By Rusty Guinn | June 23, 2021 | 1 Comment

We make it no secret that our research program here is all about using natural language processing to identify and measure narratives in the world.…

Headline Risk

By Rusty Guinn | June 22, 2021 | 5 Comments

The average American news consumer is exposed to far more headline text on news websites, social media apps and content aggregation sites than they are…

A Working Narrative

By Rusty Guinn | June 7, 2021 | 12 Comments

The future of remote work after the pandemic ends has been a part of the zeitgeist for more than a year.

Now it IS the zeitgeist. It is also a narrative battlefield being actively conflated with a half dozen other major social and policy topics.

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