Over 100,000 investors in 180 countries listen to Ben Hunt, founder of Second Foundation Partners and the Epsilon Theory blog, debunk the latest narrative machines in each of his opus-like post. So with Covid cases climbing and inflation expectations rising, it seemed like as good a time as ever to bring Ben back on the pod to talk through all that is going on, and all that they are trying to tell us is going on.
Listen in to Ben get animated about our current auto-tuning society, the Grand Canyon-sized chasm between market world and the real world, llamas, the Delta variant and why Covid has become so politicized, building fences (literal fences), Bill Gross’ staple obsession, finding a pack to carry on meaningful conversation, getting your Robinhood calls on today!, why even a war with China won’t derail risk assets, inflation, inflation, inflation, narrative missionaries, wage growth, Robinhood, the housing market, wage growth, burning it the F down, Jamie Dimon is just a bank manager, the video game of life, taking the red pill, waiting for narratives to shift before piling into Trend Following, and how jazz hands work in Bitcoin world. Have fun!
03:01-08:26=Finding your Pack
08:27-24:09=Politicized Covid in an “Auto-tuned” Society
24:10-42:29=There is NO Deflationary Shock that can Derail Risk Assets, but Inflation….
42:30-56:26=In the poker game of [stock buybacks], Corp. MGMT. is the Rake
56:27-01:04:40=Trend Following, Bitcoin, and Jazz Hands
And visit our sponsor, the CME Group at www.cmegroup.com to learn more about futures and options.
Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit www.rcmalternatives.com/disclaimer
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