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Chief Investment Strategist
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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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What Is Robinhood?
Last June, I wrote a piece in Net Interest called The Stock Market as Entertainment. It explored the explosion in retail trading activity and suggested that one cause for renewed interest in the stock market was the cancellation of sport.
I’m So Tired Of The Transitory Inflation “Debate”
For the past six months or so, the Federal Reserve and US Treasury have made a concerted and highly intentional effort to shake their collective finger at us and tell us how to think about inflation.
EC A Working Narrative
Post-pandemic, the future of remote work can be linked to general labor concerns, the social contract with our system of capitalism, and the role of work in American lives. Even Apple is feeling the heat.
Raccoons Never Sleep
A raccoon, in our lingo, is a financial huckster or conman. Cases in point: Lemonade; SocialCapital.
EC Wage Inflation Isn't Coming, It's Already Here
For those keeping score at home, the US inflation rate in 1981 was 10.3%.
The Best Way To Rob A Bank
I think that the collapse over the past week of Greensill Capital has a lot of systemic risk embedded within it, particularly as the fraudulent deals between Greensill and its major sponsors – Softbank and Credit Suisse – come to light.
The Opposite Of 2008
In 2008, the US housing market together the Fed delivered the mother of all deflationary shocks. In 2021, the housing market and a Fed that thinks inflationary pressures are "transitory" - risks delivering the mother of all inflationary shocks.
The Ireland Event - COVID-19 Vaccination
Some new COVID numbers were being largely ignored, recently. Insane infection numbers coming out of the UK and Ireland, apparently driven by thec new virus strain, that we acknowledged over here but didn’t seem to be too mussed about.
Scapegoating The Zeitgeist: WSJ Vs. CEO Pay
One day we will recognize the defining Zeitgeist of the post-GFC Obama/Trump years for what it is: an unparalleled transfer of wealth to the managerial class.
The Game Of Tesla
There’s an old saying in poker: don’t just play the cards, play the players. It’s the same thing in markets.
Sacrifice For Thee, Vast Wealth For Me
From 2014 through 2019, Doug Parker pocketed more than $150 million in cash through his sale of 3.6 million shares in American Airlines. That’s in addition to the $50 million in stock he still owns.
Facebook Delenda Est
Facebook’s business – its entire reason for being – is to sell as many ads as possible based on free, user-generated content.
The Grifters, Chapter 2 – N95 Masks
Our political and market worlds have become an unending sea of grift … small cons, big cons, short cons, long cons … and every day the distinction between grifters and squares becomes more and more blurred.
Deep Sociopathy
It's the seemingly universal view among the most powerful corporate organizations that laws are nothing more than speed limits – merely part of an annoying cost-benefit analysis that must be performed as they drive merrily down the road at top speed.
The Things We're Sensitive About
The extremes of a global pandemic have revealed a lot about what our political and corporate leaders and institutions are sensitive about.
The Grifters, Part I: Kodak
Let's just give $765M to an almost-defunct company with no experience.
1 to 16 of 52 Posts
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