Tag: Premium
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The Art of the Probe
American Hustle
The Day After
You Had One Job
Karnak
Anthem!
Anthem!
Virtue Signaling, or … Why Clinton is in Trouble
The First Presidential Debate
Essence of Decision
Jubilee!
We’re back in Houston on Episode 9 of the Epsilon Theory podcast. Dr. Ben Hunt is joined by Salient’s chief investment officer Lee Partridge and…
Magical Thinking
Live from New York in episode 8 of the Epsilon Theory podcast, host Dr. Ben Hunt tackles LIBOR, the money market, and explores magical thinking…
Full House
On episode seven of the Epsilon Theory podcast, host Dr. Ben Hunt is joined in San Francisco by Salient’s president Jeremy Radcliffe and deputy CIO…
Dungeons & Dragons
On episode six of the Epsilon Theory podcast, host Dr. Ben Hunt is joined again by Salient deputy chief investment officer Rusty Guinn to talk…
Crisis Actors and a Reichstag Fire
Man in Bar: Tomorrow, I’m gonna be a hero. Gideon: I’m sorry? Man in Bar: You may just be a patsy, but you’re an important…
Financial “Innovation” Returns to ABS Market
On Monday, Verizon Wireless successfully securitized more than $1 billion in cellphone contracts and sold the notes into the Asset-Backed Securities (ABS) market. Here’s the…
Mailbag #1
On episode five of the Epsilon Theory podcast, host Dr. Ben Hunt riffles through the mailbag to answer reader questions. Join the conversation and subscribe…
When Narratives Go Bad
How many things served us yesterday as articles of faith, which today are fables for us? – Michel de Montaigne, The Complete Essays (1580) That…
Special Edition: Brexit
On a special episode of the Epsilon Theory podcast, hosts Dr. Ben Hunt and Jeremy Radcliffe discuss the economic and historical context of the Brexit…