Bonus: Ben Hunt on Narrative and Markets

Industry Focus

The Motley Fool

Interview, Money, Consumergoods, Business, Businessnews, Ceo, Technology, Investing, Stocks, Energy, Fool, Financial, Economy, Healthcare, News, Banking, Motley, Tech, Business News, Investments

4.6 • 854 Ratings

🗓️ 22 February 2020

⏱️ 67 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Ben Hunt is the creator of Epsilon Theory and CIO of Second Foundation Partners. In his writing at Epsilon Theory, Ben uses game theoretical principles and natural language processing to analyze how narratives evolve and drive behaviors in markets and politics. This gives Ben a unique perspective on markets that any investor can learn from. We hope you’ll enjoy our conversation.

Transcript

Click on a timestamp to play from that location

0:00.0	Today is Saturday, February 22nd, and I'm your host Nick Saipel.
0:06.4	We have a special bonus episode of industry focus for you today.
0:09.8	A couple weeks ago, I sat down with Ben Hunt Hunt author Epsilon theory. Ben brings a
0:14.3	unique perspective on markets using game theory to analyze how narrative shapes
0:17.6	investing behavior. Our conversation covers Ben's path from academia to
0:21.4	investing, how common knowledge shapes markets, and even a little
0:24.6	bit of Alabama football. We hope you'll enjoy our conversation. Ben Hunt is the creator
0:29.6	of Epsilon Theory and CIO of Second Foundation partners after a decade long career in academia
0:33.8	Ben began his investment career in 2003 going on to lead a hedge fund and he's also
0:38.2	co-founded two technology companies. Today over 100,000 professional investors read
0:43.2	Epsilon theory for its perspectives and insights into market dynamics.
0:46.1	Ben Hunt, welcome to industry focus.
0:48.1	Thanks, Nick.
0:49.3	Great to be here.
0:50.4	Great to have you on.
0:51.8	Just off the bat, I would like to go into your background.
0:55.0	You're someone who came to finance late. I think I think you were 40 years old when you got
0:59.1	into the financial industry. How is that background in academia shaped how you view markets?
1:05.2	You know, honestly, Nick, I mean, there are some periods of time where I think it's good
1:10.5	to, I'll call it rise from the ranks and be immersed in the
1:16.3	the myths and legends of whatever field that you're engaged in
1:21.0	I think there's some period of time with it
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from The Motley Fool, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Motley Fool and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.