Epsilon Theory Podcast

Latest Episodes:

Epsilon Theory - What Now? Feb 14, 2017

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On episode 17, Dr. Ben Hunt is joined once again by Downtown Josh Brown. He’s an author, CNBC contributor, and CEO of Ritholtz Wealth Management. The last time Josh joined the podcast was right after the first presidential debate. With the election and inauguration behind us, now what? Ben and Josh take on the proposed 2017 Fed rate hikes, the potential impact of a higher dollar, and what matters most in investing.

Epsilon Theory - Alternative Facts Jan 24, 2017

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A new year and a new president. On episode 16, Dr. Ben Hunt is joined by Rusty Guinn, executive vice president of asset management at Salient, to explore when the media morphed from agent to principal.

Epsilon Theory - Mailbag #2 Dec 23, 2016

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On episode 15 and the last of 2016, host Dr. Ben Hunt answers listeners’ questions about the Eurozone and what’s next in Italy, OPEC, and rates.

Epsilon Theory - Richie Incognito Dec 08, 2016

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On episode 14 of the Epsilon Theory podcast, Dr. Ben Hunt is joined by Salient President and Chief Strategy Officer Jeremy Radcliffe and co-CEO, Chief Investment Officer, and Portfolio Manager from Broadmark Asset Management, Chris Guptill. As they explore how a Trump presidency might be similar to Reagan’s presidency and what a “no” vote in Italy could mean for markets, Ben and Jeremy are in awe of Chris’s encyclopedic knowledge of market history.

Epsilon Theory - The Day After Nov 11, 2016

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On episode 13 of the Epsilon Theory podcast, Dr. Ben Hunt is joined in San Antonio by Grant Williams, founder and publisher of Things That Make You Go Hmmm… and co-founder of Real Vision TV. It’s the day after the 2016 presidential election and time to explore how and why Trump won, what it might mean for markets, and where Dr. Hunt and Grant are turning their attention.

Epsilon Theory - Karnak Oct 27, 2016

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On episode 12 of the Epsilon Theory podcast, Dr. Ben Hunt takes a trip down memory lane to look back on the cause of the 2008 financial crisis. He applies those lessons to today’s markets and upcoming election, and nostalgically shares what might boost his spirits.

Epsilon Theory - Anthem! Oct 13, 2016

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On episode 11 of the Epsilon Theory podcast, Dr. Ben Hunt is joined by two of his daughters, Hannah Hunt and Harper Hunt, to find out if they have an anthem this election season: a rousing cause or political movement about which they feel passionate. They also discuss the role of government and if their difference of opinion is a result of a generational gap.

Epsilon Theory - The First Presidential Debate Sep 29, 2016

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On episode 10 of the Epsilon Theory podcast, Dr. Ben Hunt is joined by Joshua Brown, author, CNBC contributor, and CEO of Ritholtz Wealth Management. Ben and Josh discuss their reaction to the first presidential debate and what it would mean to have a President Clinton or a President Trump.

Epsilon Theory - Jubilee! Sep 14, 2016

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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 deputy CIO Rusty Guinn to discuss Ben’s latest note, fiscal reform, and what to do as investors in volatile markets.

Epsilon Theory - Magical Thinking Aug 31, 2016

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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 and why the Fed and other central banks display symptoms of this activity.

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