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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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How It Started. How It’s Going.
Politics and the NBA have a lot more in common than you might think...
The Welding Shut Of The American Mind
Ruth Bader Ginsburg and Antonin Scalia weren’t just friends. They were good friends. Two intellectual giants and enormous egos who came to vastly different conclusions on almost every political and legal flashpoint of the past 100 years.
Coronavirus: Don’t Test, Don’t Tell
I received a Twitter DM that included screenshots of an email that went out to staff at the UC Davis Medical Center. After checking for authenticity, I posted the screenshots in a tweet of my own. And that’s when it blew up...
An Experiment
There is a chart I’ve been thinking about a lot lately, and I want to tell you about it.
Normalize This
I feel like the Billy Crystal character in Analyze This all the time. T
Mailbag: By Our Own Petard
Sometimes we get enough good responses to a note from pack-members that we think it’s worth publishing them on their own.
Narrative Means Never Having To Say You’re Sorry
If we want to see more clearly through narrative abstractions, well, we can’t eliminate our sensitivity to those stubborn memes, but there are more lessons here for us as citizens and investors.
The ANDs Of Asylum
Increasingly rare are pieces which demonstrate high connectivity in narrative structure not because of their adherence to a particular common narrative, but because they connect otherwise disparate language with their own familiar language.
Fellow Contrarians Unite!
My views are different from those of the (relatively) tiny universe of investors I talk to. My views are different from the straw man of “consensus” I built.
Going Gray
For whatever reason these are articles that are representative of some sort of chord that has been struck in Narrative-world.
A Game Of Them
Epsilon Theory readers are well aware of the prevalence and temptation of what we call the Game of You: mirroring and rage engagements.
1 to 11 of 11 Posts