Epsilon Theory Podcast
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 103:15:18
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Informações:
Sinopse
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/.
Episódios
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Epsilon Theory on Tape: Starry Eyes and Starry Skies
09/02/2023 Duração: 28minThe student loan crisis is a Big Deal. And it is only a part of a Bigger Deal: the Myth of College. This issue will be front-and-center in the upcoming elections. We will all be handed our very own 'Yay, College' signs to raise high. More often than not, we will be asked to raise them in service of market-distorting policies which will make our problems worse.
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Epsilon Theory on Tape: The MacGuffin, Part 2: The Story Arc of SBF and FTX
06/12/2022 Duração: 47minThe MacGuffin is the object of desire. It is the thing around which the plot of the story revolves. Here is the story arc of SBF and FTX, and the MacGuffin that anchored it all - the Magical Money Machine.
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Epsilon Theory on Tape: MacGuffin, Part 1: The Corrupt Crypto 'Revolution'
06/12/2022 Duração: 23minIf you don't see that the crypto "industry" has become just as blindingly corrupt, just as oozingly fatuous, just as profoundly captured by the Nudging Oligarchy as the traditional financial services industry it was supposed to replace ... well, you're just not paying attention.
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Cursed Knowledge #15: Sir Edmund Hillary Thinks You're An Ass
28/10/2022 Duração: 16minMt Everest is a death trap. Everything about the mountain is designed to kill you. So why are so many people going up there? Why do we ignore the very real and very dangerous narratives that are right in our face.
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Epsilon Theory on Tape: Notes From the Field
05/10/2022 Duração: 27minWhat does farming have to do with investing? Quite a lot, actually. In this first of a series that takes on a life of its own, Ben discusses bees and bonds, eggs and ETFs, and more.
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Epsilon Theory on Tape: The Goldfinch in Winter
05/10/2022 Duração: 09minPart 2 of Ben's Notes from the Field series, in which he considers the question: what can a bird teach us about value investing? To everything there is a season.
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Epsilon Theory on Tape: Horsepower
05/10/2022 Duração: 23minThere is no animal more important to the ascendancy of Western Civilization than the horse, and no invention more important than the horse collar. After all nothing shapes history like advances in productivity. Part 3 of Ben's Notes from the Field series here.
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Cursed Knowledge #14: In Defense of Marie Antoinette
03/10/2022 Duração: 19minMarie Antoinette has a rather interesting historical footprint. For all that her image is iconic and her reputation infamous, it's not all the truth. The real Marie Antoinette has been lost to the cartoon of Marie Antoinette™. So I want to show you a glimpse at the real person behind the cartoon and take a closer look at how her cartoon got started.
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Cursed Knowledge #13: Subverting Censorship
20/09/2022 Duração: 22minThe Golden Age of Hollywood was full of drama. On and off screen. It was the age of carefully cultivated images. Fake names and secret procedures. And it was the age of censorship. The Hays Code and the censorship office had more influence on the film industry than any actor, director, or producer ever could. They had full control over what Hollywood made. Well, almost. There were still a few loopholes left to exploit.
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Epsilon Theory on Tape: This is Why We Can't Have Nice Things
29/08/2022 Duração: 28minPart 13 of the Notes from the Field series discusses the Narrative Machine, which can help us see the invisible memes that drive our political behaviors. Because you're smart enough to make up your own damn mind.
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Cursed Knowledge #12: Resurrectionists
24/08/2022 Duração: 19minWhat's in a name? Quite a bit actually. Names and titles can be all that's needed to make some one a hero or a villain. So we're looking at some villains who never got their proper title. People who were able to hide behind social standing and wealth to excuse their crimes.
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Cursed Knowledge #11: Locks of Love
26/07/2022 Duração: 14minLocks of Love is one of the most well known and well regarded charities in America. But things aren't always what they seem. Sometimes the smokescreen of common knowledge can obscure what's really going on. So join me in a look behind the curtain at America's most beloved charity.
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Epsilon Theory on Tape: Hollow Men, Hollow Markets, Hollow World
19/07/2022 Duração: 38minOver the past 25 years, our leaders have intentionally constructed an Apocalypse Now world of proclamation and fiat, where our wealth has grown much faster than our economy. The bill is due for their hubris, and inflation is here to collect it.
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Epsilon Theory on Tape: A Song of Ice and Fire
13/07/2022 Duração: 21minWe are the human animal. We are non-linear. We ARE a song of ice and fire. It’s a song that has built cathedrals and fed billions and taken us to the moon. It’s a song that can do all of that and more … far, far more … if only we remember the tune. The Pack remembers.
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Epsilon Theory on Tape: The Icarus Moment
28/06/2022 Duração: 48minWe live in a Cartoon Age, an era not of alienation per Karl Marx, but of alienation per Groucho Marx. What’s the cause, what’s the future, and what do we do about all this? It’s a TL;DR cri de coeur in Part 12 of Epsilon Theory's Notes from the Field series.
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Epsilon Theory on Tape: Good Job!
31/05/2022 Duração: 24minThis is Part 11 of Ben's Notes from the Field series. I don’t need to calculate a Sortino ratio to know if my dogs are doing a Good Job. Same with active investment management. Same with active citizenship. It’s all about embracing Convexity, not as a mathematical cartoon, but as a philosophy.
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Epsilon Theory on Tape: Too Clever By Half
10/05/2022 Duração: 19minThe inevitable result of financial innovation gone awry, which it ALWAYS does, is that it ALWAYS ends up empowering the State. When too clever by half people misplay the meta-game, that’s all the excuse the State needs to come swooping in and crush them, just as they are with Bitcoin today they did with Bear and Lehman in 2008. Installment #10 from Notes from the Field.
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Epsilon Theory on Tape: The Three-Body Problem
06/05/2022 Duração: 34minWhat if I told you that the dominant strategies for human investing are, without exception, algorithms and derivatives? I don't mean computer-driven investing, I mean good old-fashioned human investing ... stock-picking and the like. And what if I told you that these algorithms and derivatives might all be broken today? You might want to sit down for Part 9 of the Notes from the Field series.
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Cursed Knowledge #10: This Podcast Never Happened
21/04/2022 Duração: 19minWe'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.
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Epsilon Theory on Tape: Pecking Order
12/04/2022 Duração: 20minThe 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.