meta_pixel
Tapesearch Logo
Log in
Quoth the Raven

Quoth the Raven #280 - Ben Hunt

Quoth the Raven

Quoth the Raven

Business, Comedy, Business:investing, Investing

4.5979 Ratings

🗓️ 26 February 2022

⏱️ 57 minutes

🧾️ Download transcript

Summary

Ben Hunt is the creator of Epsilon Theory and inspiration behind Second Foundation Partners, which he co-founded with Rusty Guinn in June 2018. Epsilon Theory, Second Foundation’s principal publishing brand, is a newsletter and website that examines markets through the lenses of game theory and history. Over 100,000 professional investors and allocators across 180 countries read Epsilon Theory for its fresh perspective and novel insights into market dynamics. As Chief Investment Officer, Ben bears primary responsibility for determining the Company’s investment views and positioning of model portfolios. He is also the primary author of materials distributed through Epsilon Theory. Ben taught political science for 10 years: at New York University from 1991 until 1997 and (with tenure) at Southern Methodist University from 1997 until 2000. He also wrote two academic books: Getting to War (Univ. of Michigan Press, 1997) and Policy and Party Competition (Routledge, 1992), which he co-authored with Michael Laver. Ben is the founder of two technology companies and the co-founder of SmartEquip, Inc., a software company for the construction equipment industry that provides intelligent schematics and parts diagrams to facilitate e-commerce in spare parts. He began his investment career in 2003, first in venture capital and subsequently on two long/short equity hedge funds. He worked at Iridian Asset Management from 2006 until 2011 and TIG Advisors from 2012 until 2013. He joined Rusty at Salient in 2013, where he combined his background as a portfolio manager, risk manager, and entrepreneur with academic experience in game theory and econometrics to work with Salient’s own portfolio managers and its financial advisor clients to improve client outcomes. Ben is a graduate of Vanderbilt University (1986) and earned his Ph.D. in Government from Harvard University in 1991. He lives in the wilds of Redding, CT on Little River Farm, where he personifies the dilettante farmer that has been a stock comedic character since Cicero's day. Luckily his wife, Jennifer, and four daughters, Harper, Hannah, Haven and Halle, are always there to save the day. Ben's hobbies include comic books, Alabama football, beekeeping, and humoring Rusty in trivia "competitions". YouTube does not let me monetize my videos on the site and the podcast is full time work which will never have ads in the middle of it. If you enjoy the content, please support the QTR Podcast in any or all of the following ways: A small recurring donation via: Patreon: https://www.patreon.com/QTRResearch One time donations can also be sent via:Paypal: https://www.paypal.me/qtrresearch QTR MERCH is available here. You can also follow me on YouTube, and Twitter. And check out my new near-daily column, FRINGE FINANCE, at http://quoththeraven.substack.com THANK YOU TO ALL OF MY KIND PATRONS. Please show love to those who support the QTR Podcast: JM Bullion - where QTR buys gold & silver - Twitter: @JMBullion The Doomberg Terminal - Subscribe 100% free - Twitter: @DoomburgT George Gammon - Rebel Capitalist Pro - Twitter: @GeorgeGammon Sang Lucci & Wall St. Jesus — The Steamroom — Twitter: @wallstjesus and @sanglucci Corvus Gold - http://www.corvusgold.com Investors Underground - day trading community - Twitter: @investorslive Ken R Chris Bede - Twitter: @cbede Nicholas Parks Matthew Zimmer J Mintzmyer - Twitter: @mintzmyer Russ Valenti - Twitter: @russellvalenti Creighton Titus Camila Sol Longest Running Supporters Max Mulvihill - Since 2/2018 Mark Heywood - Since 3/2018 Kyle Thomas - Since 4/2018 Chris Bede - Since 5/2018 Dariusz Kordonski - Since 5/2018 Chris Gerrard - Since 5/2018 Shear Luck - Since 5/2018 Founding Members Of My "FRINGE FINANCE" Column Kashumba - Since 8/2021 Randy Carder - Since 8/2021 T Gaggiotti - Since 8/2021 Jamie - Since 8/2021 A Farmer - Since 9/2021 Harvest Moon Research - Since 9/2021 John H. H. - Since 11/2021 Ma

Transcript

Click on a timestamp to play from that location

0:17.8

Sup Fools! This is the QTR podcast. We've got an interesting one today to say the least I got a new guest and certainly there has been no shortage of news things that I am dying to talk about and I'm really stoked to have Ben Hunt here

0:25.7

I've been a huge fan of his for a while and I can't wait to get his take on everything that's going on and bat around all this shit. So you know for lack of better words.

0:28.4

You know you guys don't tune in for my eloquence.

0:31.0

You just tune in because well I don't know why you tune in. Maybe you feel sorry for me.

0:35.4

It doesn't really matter. This podcast is brought to you by my patrons.

0:39.0

Patrons or people that sign up and donate a monthly recurring sum to help support the

0:43.6

podcast I'm gonna shout out some of my patrons we'll do it quickly today and then

0:47.8

we'll get on with the show first and foremost I want to shout out my

0:51.2

exclusive gold and silver providers over at J.M. Bullion.

0:55.0

It is the only place I buy my physical gold and silver Bullion.

0:59.0

J.M. Bullion's been in business for over a decade.

1:02.0

They've done over three billion dollars in

1:03.8

sales and QTR podcast listeners have their own rep there the wonderful Laura

1:09.4

L-A-U-R-A at J-M- Bullion dot com shooter email. She would be happy to help you if you've never bought

1:15.1

gold or silver bullion online. And honestly, gold now approaching $2,000 an ounce due to all

1:22.0

the geopolitical tensions. You know, look, I hate to say that I've been saying

1:28.1

this would probably happen and that gold is really the only safe hedge, but that's what it looks like, at least over the last 2448 hours,

1:36.7

gold and silver catching a bid.

1:39.7

Bitcoin, not so much catching a bid as all hell breaks loose in Europe.

1:45.0

Probably a good time to check out my friends at J.M. Bullion if you haven't yet.

1:48.0

Tell them QTR sent you.

1:50.0

This podcast also brought to you by my friends over at Domburg is one of my favorite new substacks.

...

Please login to see the full transcript.

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

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

Copyright © Tapesearch 2025.