Ben Hunt of Epsilon Theory on Rational Optimism and Countering a Coordinated Attack in Narrative on the United States (EP.252)

Panic with Friends - Howard Lindzon

İçerik Panic with Friends tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Panic with Friends veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

1y ago 57:42

MP3•Bölüm sayfası

Fetch error

Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on October 05, 2023 16:35 (7M ago)

What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.

Ben Hunt of Epsilon Theory is back on Panic for a record-breaking sixth time! He may be the smartest guy I know, which is why I keep having him on. He’s just an explainer – the way he explains things very easily – and I like complex things explained simply. Ben is a former Professor, a beekeeper, and a market lover. He’s the co-founder and CIO of Epsilon Theory, where he writes outstanding essays about narratives in the market – backed up by data. I wanted to catch up with him to weigh in on my themes for the next 10 years in an America that’s becoming what I call the Rich, Angry, Degenerate economy. There are a lot of narratives to talk about; Ben was unfortunately right on the one that was inflation. And we get into the latest narrative around the U.S. dollar. You’re really going to learn a lot. Enjoy!

Guest - Ben Hunt, Co-Founder and Partner at Second Foundation Partners, Author and Co-Founder at Epsilon Theory

howardlindzon.com, epsilontheory.com

Twitter: @howardlindzon, @epsilontheory, @PanicwFriends, @knutjensen

linkedin.com/in/bhunt

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction (00:42)
Welcome back Ben (07:05)
Gold as a metaphor for the economy (08:32)
GFC was different (09:49)
“Fiat” news (10:50)
Rational optimism (14:24)
The Peter Thiel Industrial Complex (18:19)
Rich Man, Angry Man, Degenerate Man Economy (23:07)
We’re treated as a cog in a powerful machine (27:09)
The inflation narrative (27:59)
The de-dollarization narrative (31:06)
Who’s Chamath? (35:36)
Internet trolls (37:37)
Generative AI (38:30)
Astroturf campaigns (40:25)
Why ‘they’ create chaos (41:27)
Ruthless pursuit of creativity (43:37)
European companies (45:59)
Time to get back to work (47:04)
Intersection of narratives and markets (48:38)
Wrapping up (52:08)
Closing thoughts (53:16)

284 bölüm

#Trading #Business #Stocktwits