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


Latest Posts
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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