#3 - Ben Hunt, Epsilon Theory

Ben Hunt Bio from his site

Ben Hunt is the creator of Epsilon Theory. 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. 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. 

Ben is a graduate of Vanderbilt University (1986) and earned his Ph.D. in Government from Harvard University in 1991.

Times

• 0:25 - Who is your Twitter avatar & why?
• 6:45 - Zooming out with everything that’s going on
• 9:40 - What’s going on with the Fed right now?
• 21:15 - BITFD & the managerial class
• 26:00 - Saving capitalism & the role of government
• 30:15 - Financialization 
• 32:00 - Public company board pay & composition
• 39:00 - What comes after BITFD?
• 43:25 - What about middle America?
• 51:00 - Narratives & finding your pack 

Links

Epsilontheory.com

Epsilon Theory Manifesto

Post on Airlines

Gell Mann Amnesia

Ben's Twitter

Jeff's Twitter

Narrativemonopoly.com