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My guest today is Ben Hunt, the Co-Founder and Partner at Second Foundation Partners. He is also the author of Epsilon Theory, a weekly publication that examines capital markets through the lenses of game theory and history. Since its launch in June, 2013 more than 100,000 copies of Epsilon Theory notes have been read by professional investors in more than 110 countries.
The topic is his Epsilon Theory.
In this episode of Trend Following Radio we discuss:
- Monetary policy
- What drives the value of currency?
- Economics in recessions
- Systematic models
- Central Banks
- Policy controlled markets
- Expectations of the public markets
“Markets are too important to be left to investors.” – Ben Hunt
“It goes back to what I was saying about the overwhelming debt that sloshes around in the world and there are only three ways to get out of that: You can grow your way out, you can inflate your way out or you can assign losses and try to reset.” – Ben Hunt
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