Our good friend Jesse Felder has a great website as well as podcast. Since a lot of our guests are out of pocket today I figured I should give Jesse’s podcast a spotlight on our site. Below is his recent podcast and while it is over an hour long take some time and listen to it when you have a chance.
Click here to visit Jesse’s site for more valuable commentary that I think you will enjoy.
From Jesse’s site…
W. Ben Hunt, Ph.D. looks at the financial markets through a truly unique lens. With an extensive background in political science, game theory and history, Ben came to the financial markets relatively late in life. But it’s precisely this wandering path to the world of investing that gives him rare insight into what drives asset prices and how these forces change over time. In this conversation we discuss how investors as a group play the “common knowledge game” and how Ben views these trends through what he terms a “narrative machine.” Ben also shares his views towards the current trends of rising inflationary pressures, the backlash against big tech and much more. You can find Ben’s work at EpsilonTheory.com and follow him on Twitter @EpsilonTheory. Below are a few notes and links related to this episode:
- Learn more about the “common knowledge game” by reading Ben’s Sheep Logic at EpsilonTheory.com
- Learn more about The Narrative Machine at EpsilonTheory.com
- Other must reads include Icarus Moment, Three-Body Problem and Too Clever By Half
- Tao Jones Averages by Bennett W. Goodspeed
- The Ants by E. O. Wilson