Epsilon Theory Podcast

Informações:

Synopsis

Todays financial markets demand a conversation that incorporates game theory, history and politics. Join the discussion with host and Epsilon Theory author, Dr. Ben Hunt, and Salient's president and chief strategy officer, Jeremy Radcliffe. Subscribe to Dr. Hunt's newsletter read internationally by over 100,000 professional investors and allocators at http://www.epsilontheory.com/contact/.

Episodes

  • Cursed Knowledge #10: This Podcast Never Happened

    21/04/2022 Duration: 19min

    We've all fallen victim to a bad retcon at some point in our lives. When the story we've been following takes a turn no one was prepared for and we have to act like it all makes perfect sense. It's Sherlock Holmes coming back from the dead. It's the reveal that an entire season of Dallas was only a dream. It's the author changing their mind and trying to convince you that it's all part of the plan. I don't buy it. And neither should you.

  • Epsilon Theory on Tape: Pecking Order

    12/04/2022 Duration: 20min

    The pecking order is a social system designed to preserve economic inequality: inequality of food for chickens, inequality of wealth for humans. We are trained and told by Team Elite that the pecking order is not a real and brutal thing in the human species, but this is a lie. It is an intentional lie, formed by two powerful Narratives: trickle-down monetary policy and massive student debt financing. Part 8 of the Notes from the Field series.

  • Epsilon Theory on Tape: Clever Hans

    05/04/2022 Duration: 22min

    Epsilon Theory on Tape: Clever Hans by Ben Hunt

  • Epsilon Theory on Tape: Sheep Logic

    23/03/2022 Duration: 39min

    In Part 6 of the Notes from the Field Series, Ben observes that we think we are wolves, living by the logic of the pack. In truth we are sheep, living by the logic of the flock.

  • Epsilon Theory on Tape: The Arborist

    15/03/2022 Duration: 17min

    In Part 4 of the Notes from the Field Series, Ben identifies how the natural lines of a tree and shaping the tree to follow those lines over time is a lot like shaping a portfolio.

  • Cursed Knowledge #9: Cat Eyes, Full Ass, Can't Smile

    10/03/2022 Duration: 13min

    We've all felt insecure about our looks at one point or another. Especially in our chronically online world where how you look can be your whole brand. So with plastic surgery rates on the rise, let's peel back the layers of this industry and see how information (and lies) about procedures spread and examine the real price of beauty.

  • Cursed Knowledge #8: Bad Publicity

    07/02/2022 Duration: 10min

    Someone once said there's no such thing as bad publicity. With all due respect, this person is an idiot. Publicity, both good and bad, can have major ramifications. Even if you don't play a part in creating it.

  • Cursed Knowledge #7: Birkin Bags

    06/01/2022 Duration: 08min

    Birkin bags are one of the ultimate symbols of status. But how did that happen? And are they worth the hype?

  • Epsilon Theory on Tape: Always Go to the Funeral

    20/12/2021 Duration: 23min

    There’s a pose that very sick farm animals sometimes take when they’re near death, where they lie down and twist their head way back into their shoulder in a very unnatural way. It’s an odd sight if you don’t know what it signifies, a horrible sight if you do. Both the Republican Party and the Democratic Party are starting to twist their heads back into their shoulders. I don’t know if it’s too late to save them or not, but I’m increasingly thinking that it is. We need to start thinking about the funeral, who’s going to speak, and what they’re going to say.

  • Cursed Knowledge #6: F*ck Almonds

    16/11/2021 Duration: 10min

    Move over Hollywood! Almonds are one of the most lucrative and fastest growing industries in California. Unfortunately they're not as good for us as you'd think.

  • Cursed Knowledge #5: Hot Coffee

    02/09/2021 Duration: 10min

    The McDonalds Hot Coffee lawsuit is the archetypal example of nonsense litigation. But there's a lot more to the story than most people know.

  • Epsilon Theory #13: Wanting

    17/08/2021 Duration: 58min

    It's the only question that really matters here in the Age of Nudge: why do we want what we want? A conversation with Luke Burgis, author of Wanting: The Power of Mimetic Desire in Everyday Life.

  • Cursed Knowledge #4: Olympics

    16/08/2021 Duration: 19min

    The Olympic games are known as a time of triumph and glory. The truth is that a lot more work goes into creating and maintaining that narrative than you'd expect.

  • Cursed Knowledge #3: The Molassacre

    26/07/2021 Duration: 17min

    The Boston Molassacre was one of the great tragedies of the early 20th century. So why isn't it treated like one?

  • Epsilon Theory #12: Proof of Plant

    16/07/2021 Duration: 56min

    I want to change the language of crypto from mining to growing, and I don't mean in a metaphorical sense. This is a method for the tokenization of symbolic betting markets in positive social goods.

  • Cursed Knowledge #2: Harvey Weinstein and the Oscars

    05/07/2021 Duration: 16min

    Harvey Weinstein is a terrible person who did terrible things. But he doesn't get nearly enough credit, or more accurately blame, for his role in destroying the integrity of the Academy Awards and fundamentally altering how Hollywood makes movies.

  • Cursed Knowledge #1: The Fast Saga

    21/06/2021 Duration: 17min

    The Fast and Furious movies are famous for intense action and ridiculous plots. But the truth about how these stories get made has more to do with the drama happening behind the camera than in front of it.

  • Epsilon Theory #11: A Working Narrative

    16/06/2021 Duration: 47min

    We write a LOT about work. And the responses we get are ... weird. Once again, the most important narratives are the ones we tell ourselves.

  • Epsilon Theory on Tape: The Long Now pt 4 - Snip!

    24/05/2021 Duration: 32min

    The Long Now has severed the tether between taxation and spending – the most important policy relationship in our social lives. Here’s what we’re going to do about it.

  • Epsilon Theory on Tape: The Long Now pt 3 - Wink

    24/05/2021 Duration: 26min

    They have mastered the art of stealing our tells. At scale. Here’s how we resist. At scale.

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