Audio content of Ben Hunt | TalkMarkets
Chief Investment Strategist
Contributor's Links: Salient Epsilon Theory
Ben Hunt is the chief investment strategist at Salient and the author of Epsilon Theory, 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 ...more

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The Drumbeat Of Inflation
The recession-is-coming narrative is dead and the inflation-is-over narrative is dominant, making the Fed’s job that much harder and making resurgent inflation that much more likely.
Leverage And Its Discontents
Three blow-ups in three months: Archegos, Greensill, and Melvin Capital. Insane leverage employed to maximize private gain, provided by lenders that can socialize losses.
Inflation Investing
Five tentpoles to organize and support a slate of investment strategies for an inflationary world.
1 to 3 of 3 Posts