Hey, it's Josh Brown. I'm here with Michael Batnick. We are live from the compound with Ben Hunt, the founder and creative genius behind Epsilon theory.

Ben is very angry and we're going to find out well sort of angry we're going to find

out what's going on and why he wants to burn it all down stick around

all right so first of all, thanks for coming by.

I know we pulled you off the farm in what I call pastoral Connecticut.

That's right.

How often do you come into the city?

You know, probably a couple of times a month. A couple times a month. I have to well we appreciate you coming in thank thank you very much anything for my godfather Josh. Okay, so I'm gonna get right into it. I'm worried about you. Should I be worried? No no I mean I'm always kind of been an angry guy and sometimes you know the the blood pressure but not in person

You're angrier online then in real life like everybody I think everyone right. Yeah. Yeah. Yeah. Okay that's that's for sure. Okay. So here's what I want you to do.

Um and leave room for for later, but in a concise way, why are you so fired up right now I feel like the

blog has gotten a lot of momentum yeah people are even people that disagree with you

they're still talking about what you're saying and I think that's powerful to a certain extent.

But what's going on?

The reason I'm angry and I've always got this kind of simmering inside me right is that

and here I'll do one of my you, literary illusions here that I like to do on this.

But it's an old school literary illusion, so it's cat on a hot tin roof, which is like Tennessee Williams play, right?

And Big Daddy, and, you know, cat on a hot tin roof,

he's always railing about what he calls mendacity, right?

The mendacity of the world.

And that's what's got me angry too because what I see are all of these

I'm going to use my terminology or narratives right whether it's around stock buybacks which I know we'll want to talk about right or you know anything

to do with with finance and what what I find is that yes I believe in all of these narratives right I'm a capitalist I'm a patriotic

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