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:

The Last Chance

By Rusty Guinn | August 7, 2019 | 6 Comments

You want scarcity? Access to the upper echelons of high society? Well, say no more. It’s your very last chance to buy this most special, most fantastical, most legendary, most unattainable of whiskies.

US Fiscal Policy Monitor – 7.31.2019

By Rusty Guinn | August 6, 2019 | Comments Off on US Fiscal Policy Monitor – 7.31.2019

We received a couple comments from readers that they found the different presentations for the charts and for the raw signal data for Sentiment and…

Trade and Tariffs Monitor – 7.31.2019

By Rusty Guinn | August 6, 2019 | Comments Off on Trade and Tariffs Monitor – 7.31.2019

Editor’s Note (8.21.2019): We received a couple comments from readers that they found the different presentations for the charts and for the raw signal data…

Central Bank Omnipotence Monitor – 7.31.2019

By Rusty Guinn | August 6, 2019 | Comments Off on Central Bank Omnipotence Monitor – 7.31.2019

Editor’s Note (8.21.2019): We received a couple comments from readers that they found the different presentations for the charts and for the raw signal data…

Inflation Monitor – 7.31.2019

By Rusty Guinn | August 6, 2019 | Comments Off on Inflation Monitor – 7.31.2019

Editor’s Note (8.21.2019): We received a couple comments from readers that they found the different presentations for the charts and for the raw signal data…

Threat Display

By Rusty Guinn | August 2, 2019 | 1 Comment

No matter what kind of game you’re playing, never mistake a threat display for a fundamental transformation or escalation of the game. The China Trade War is STILL a game of chicken.

The Joy of Fiat News

By Rusty Guinn | August 1, 2019 | 7 Comments

Everybody does Fiat News. But some people get it deep in their soul. A lot of those people work at a particular paper in New York.

ETNA US Sector Observations – August 2019

By Rusty Guinn | August 1, 2019 | Comments Off on ETNA US Sector Observations – August 2019

The updated views for August from our ETNA framework for the analysis of Narrative structure on US Equity sectors.

Office Hours – 7.30.2019

By Rusty Guinn | July 30, 2019 | Comments Off on Office Hours – 7.30.2019

It’s the July 30th, 2019 Office Hours! Today, we’re all MMT’ers, or at least that’s the narrative in political space. But what about markets?

Children of a Lesser Narrative

By Rusty Guinn | July 29, 2019 | 3 Comments

Perhaps there is an emerging and cohesive narrative around the zombiefication effects of structurally low interest rates. As much as we’d like this to be the case, we think it has yet to really register.