Epsilon Theory Podcast

Latest Episodes:

Epsilon Theory - Full House Aug 10, 2016

Show notes

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 Rusty Guinn to talk journalism, the coup in Turkey, and election politics. Producer Michael Corrao concludes with a surprise for Ben to celebrate the three year anniversary of Epsilon Theory.

Epsilon Theory - Dungeons & Dragons Jul 27, 2016

Show notes

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 about an observable shift among equity and fixed income investors, intellectual property, and Dungeons & Dragons.

Epsilon Theory - Reader Mailbag #1 Jul 12, 2016

Show notes

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 to Epsilon Theory newsletters or this podcast on iTunes.

Epsilon Theory - Brexit Special Jun 30, 2016

Show notes

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 vote. Dr. Hunt contends that “this is a Bear Stearns event and not a Lehman moment” and explains what he thinks could lead to a systemic shock to markets and the end of the Eurozone.

Epsilon Theory - Southern Accents Jun 03, 2016

Show notes

On episode three of the Epsilon Theory podcast, host Dr. Ben Hunt is joined by Salient’s chief risk officer Rusty Guinn. Through anecdotes about Donald Trump, Mikhail Baryshnikov and David Mamet, they search for the elusive “true authenticity” in people, politics and finance.

Epsilon Theory - Crisis Of Faith Jun 03, 2016

Show notes

On episode two of the Epsilon Theory podcast, hosts Dr. Ben Hunt and Jeremy Radcliffe examine why the once-trusted models in finance and politics are broken and what this means for central bank policy and the upcoming U.S. election.

Epsilon Theory - The Introduction Apr 22, 2016

Show notes

In episode one of the Epsilon Theory podcast, hosts Dr. Ben Hunt and Jeremy Radcliffe discuss the origins of Epsilon Theory, how Dr. Hunt came aboard Salient in 2013, and why game theory can be used to more skillfully understand markets and politics.

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