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:

We are all MMTers (Still)

By Rusty Guinn | October 22, 2020 | 12 Comments

Stimulus is dominating market news, and even with an election coming up is playing an outsized role in political news. So what is the current fiscal stimulus really about?

Maybe more importantly, what is it absolutely, definitely NOT about?

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Knowledge Takes the Sword Away

By Rusty Guinn | October 16, 2020 | 36 Comments

The corruption of media by missionaries means that we now live in a world of two sets of facts. It is a world which gives us two choices: to champion our truth, or to work toward eliminating the world-of-two facts structure.

To hell with OR. Let’s choose both.

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ET Live! – 10.13.2020

By Rusty Guinn | October 13, 2020 | Comments Off on ET Live! – 10.13.2020

It’s the October 13th Epsilon Theory Live!, where Ben and Rusty discuss all things narrative in an interactive format.

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Hook, Line and Sinker

By Rusty Guinn | October 1, 2020 | 9 Comments

It is a literal golden age for CEOs whose talent is the creation and propagation of narratives.

Why? Because it works. And it works because we have accepted a financial and business media that has been redesigned into a cheering section.

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TLDR: The Projection Racket (Part 2)

By Rusty Guinn | September 28, 2020 | 0 Comments

This is a short-form summary of our long-form note The Projection Racket (Part 2), located here. While it attempts to present the most accurate picture of the arguments made, we always think that the long-form note provides the most helpful context. In any representative democracy (RD), your vote is never your full expression of political …

Read moreTLDR: The Projection Racket (Part 2)

The Projection Racket, Pt. 2

By Rusty Guinn | September 28, 2020 | 22 Comments

The Projection Rackets will say that the solution to two-party dominance and the erosion of political self-determination is, like everything else, is to vote. Express yourself! Don’t you believe in democracy?

They are wrong. We, the people, CAN fix this. And if we want it enough, we will.

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ET Live! – 9.15.2020

By Rusty Guinn | September 15, 2020 | Comments Off on ET Live! – 9.15.2020

In today’s episode, it’s all about BITFD and the almost hilarious extremes to which the Long Now has infected our financial world. Don’t forget to refresh your browser if your video doesn’t start promptly after 2:00 PM ET.

The Projection Racket, Pt. 1

By Rusty Guinn | September 14, 2020 | 23 Comments

Some of us are uncomfortable with BITFD, and that’s OK. Small-c conservatives should be uncomfortable. Small-l liberals should be uncomfortable.

They should also get on board.

This is a series about why.

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The Cartoon Put

By Rusty Guinn | September 1, 2020 | 13 Comments

Seeing cartoons made from data doesn’t give us license to ignore the underlying feature of the world being measured – it gives us a duty to cut through the abstractions obscuring that feature of the world.

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Cheesing

By Rusty Guinn | August 26, 2020 | 19 Comments

In a world awash with cheesing, being lawful good doesn’t mean being lawful stupid.

But for God’s sake, don’t lose your soul in the process.

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