Stock Market Stories via the Narrative Machine
Masters in Business
Bloomberg
4.4 • 2.2K Ratings
🗓️ 17 December 2025
⏱️ 20 minutes
🧾️ Download transcript
Summary
Where do narratives come from? Who spreads them? And how do they drive stocks and markets? If you knew the answers to those questions, there is alpha to be found
Ben Hunt is founder of Perscient, a firm that studies how narratives and stories shape markets, investing, and social behavior through the lens of information theory, game theory, and unstructured data analysis. His work analyzes the language, story arcs, and viral spread of explanations in media
Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.
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| 0:00.0 | I'm Hannah Frye and I'm on a mission to find out about a mysterious day called Q Day, |
| 0:06.0 | which experts think could be the moment our most precious encrypted data is suddenly at risk. |
| 0:12.7 | Learn more later in the podcast. |
| 0:15.4 | This is Caroline Hyde. |
| 0:17.2 | And I'm Ed Ludlow inviting you to join us for Bloomberg Tech, |
| 0:20.6 | a daily podcast focusing exclusively on technology, innovation and the future of business. |
| 0:25.7 | Every weekday, we bring you the top headlines from the world's biggest tech companies. |
| 0:30.0 | From finance to defence, AI to entertainment and from startups to the magnificent seven. |
| 0:35.4 | We highlight the latest stories of the people and companies pushing the tech sector to new frontiers and the politics that shape global tech markets. |
| 0:43.8 | We do this all every weekday, then bring you the most important conversations and analysis in our podcast. |
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| 1:00.4 | I'm Caroline Hyde in New York. |
| 1:02.1 | And I'm Ed Ludlow in San Francisco. |
| 1:04.0 | Subscribe today wherever you get your podcasts. |
| 1:07.8 | You didn't have to come here. investors |
| 1:23.6 | Investors regularly consume all sorts of financial news, opinion, commentary, but they hardly |
| 1:31.2 | ever consider who's driving those narratives and whether they're helpful to their portfolios. |
| 1:37.8 | I'm Barry Riddholtz, and on today's edition of At the Money, we're going to discuss |
| 1:42.6 | the narrative machine. |
| 1:44.9 | To help us unpack all of this and what it means for your portfolio, let's bring in Ben Hunt |
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