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Podcast: The Julia La Roche Show
Episode: #013 Epsilon Theory's Ben Hunt On The Narratives Everywhere
Description: Ben Hunt, the author of Epsilon Theory and co-founder of Second Foundation Partners, joins Julia La Roche to discuss narratives and how they shape everything from financial markets to politics.
Ben’s Epsilon Theory is a newsletter read by over 100,000 investors and allocators that examines markets through the lenses of game theory and history and provides novel insights into market dynamics.
In this conversation, Ben details his focus in the investment world on examining unstructured data, which includes “the words that we read and the messages that we hear.” He explains that whether it’s in investi...