Best of Panic With Freind- Ben Hunt of Epsilon Theory on Rational Optimism and Countering a Coordinated Attack On The Narrative of the United States

Panic with Friends – Investing for Profit and Joy

On today’s Best of Panic, Ben Hunt of Epsilon Theory is back on for a record-breaking sixth time! He is one of the smartest people in investing I know, which is why I keep having him on. Ben takes complex topics and explains them in an easy manner. Ben is a former Professor, a beekeeper, and a market lover. He’s the co-founder and CIO of Epsilon Theory, where he writes outstanding essays about narratives in the market – backed up by data. I wanted to catch up with him to weigh in on my themes for the next 10 years in an American economy that has become a tale of the ‘Rich, the Angry and the Degenerates’. Ben was incredibly accurate on the inflation prediction back in 2020 and 2021 and the narrative we ignored. We also discuss the latest narrative around the death of the U.S. dollar. You’re really going to learn a lot. Enjoy!

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For more details on today’s conversation read on below…

Guest: Ben Hunt

Profile: Co-Founder and Partner at Second Foundation Partners, Founder/Author: Epsilon Theory

Where to Find Him: LinkedIn | Twitter

What is Ben Panicked About? The coordinated attack in narrative world on the United States.

Show Notes:

• Introduction (0:42)

• Welcome back Ben (7:05)

• Gold as a metaphor for the economy (8:32)

• GFC was different (9:49)

• “Fiat” news (10:50)

• Rational optimism (14:24)

• The Peter Thiel Industrial Complex (18:19)

• Rich Man, Angry Man, Degenerate Man Economy (23:07)

• We’re treated as a cog in a powerful machine (27:09)

• The inflation narrative (27:59)

• The de-dollarization narrative (31:06)

• Who’s Chamath? (35:36)

• Internet trolls (37:37)

• Generative AI (38:30)

• Astroturf campaigns (40:25)

• Why ‘they’ create chaos (41:27)

• Ruthless pursuit of creativity (43:37)

• European companies (45:59)

• Time to get back to work (47:04)

• Intersection of narratives and markets (48:38)

• Wrapping up (52:08)

• Closing thoughts (53:16)

Related:

Impeach This! and My Latest Podcast With Ben Hunt

Ben Hunt of Epsilon Theory on Navigating the Noise

Epsilon Theory Co-Founder and Author Ben Hunt on Finding Your Pack and the ‘Platform’ Narrative

Ben Hunt of Epsilon Theory on Inflation, Financial Raccoons, and Crypto’s “The Empire Strikes Back” Era

Ben Hunt of Epsilon Theory on Turning Layups into Losses, UK Pension Problems, Building Community & Much More

Disclaimer: All information provided is for educational purposes only and does not constitute investment, legal or tax advice, or an offer to buy or sell any security.