Don’t Buy the Narrative (and It’s All Narrative) with Epsilon Theory’s Ben Hunt on The Derivative

Our guest today is somewhat of a modern philosopher, mapping out how the investing world sees the real world, while at the same time questioning his own place in that world and how he can change it for the better. Ben Hunt, Co-Founder of Second Foundation Partners and creator of the Epsilon Theory blog, joins us on The Derivative, offering up his fresh perspective and novel insights into market dynamics. Today, Ben is sharing his knowledge on identifying narrative patterns, how to be authentic in the hedge fund world, new trading strategies, living on the “farm” (depending on whose definition), starting a software company, Tom King comic books, models based on narrative research, the market being a bonfire,  returning investor $$, the beginning of Epsilon Theory, narrative maps, AI vs AP, the investing industrial complex, being authentic, FANG diminishing the narrative approach, aggregating N-95 masks & raising a million dollars for COVID, Ben’s affinity for goats, and the “game” of markets.

Take a look at a few examples of Ben’s narrative maps of all articles published on CNBC website, Central Bank Omnipotence, and building the narrative machine.


Find the full episode links of The Derivative below:


Follow along with Ben Hunt on Twitter (@EpsilonTheory), the Epsilon Theory & Second Foundation Partners website, and connect with him Twitter on LinkedIn.


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