Episode 12

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Published on:

19th Mar 2020

Ben Hunt on Gestalt University - The Narrative Machine (EP.12)

The idea that mainstream media could, to some degree, pursue the agenda of powerful groups might have been dismissed as conspiracy theory in the past. But over the years much has changed in how we perceive and interpret the flood of news and data-bits that compete for our attention each day, forcing us to seek out ways to distill the noise in search of something closer to the truth.

Gestalt University’s latest guest has emerged as one of these trusted sources. His Epsilon Theory portal is one of the most respected and widely read information outlets in financial media. A prolific writer with a background in applied statistics and game theory, his acute understanding of history and behavioral analysis have equipped him the right tools to shed light onto the real forces that guide The Narrative Machine. He is, of course, Dr Ben Hunt.

A departure from our usual conversations, Adam, Rodrigo and Ben discuss how information is shaped, delivered, and ultimately drives the narrative that underpins capital markets and the global zeitgeist. They discuss how this has led the current political and financial climate to deviate from the dominant paradigm of recent decades, and how this affects portfolios and risk management. Please enjoy our latest episode with Ben Hunt.

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About the Podcast

Resolve Riffs Investment Podcast
Welcome to ReSolve Riffs Investment Podcast, hosted by the team at ReSolve Global*, where evidence inspires confidence.
These podcasts will dig deep to uncover investment truths and life hacks you won’t find in the mainstream media, covering topics that appeal to left-brained robots, right-brained poets and everyone in between. In this show we interview deep thinkers in the world of quantitative finance such as Larry Swedroe, Meb Faber and many more, all with the goal of helping you reach excellence. Welcome to the journey.

*ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.