Jun 24, 2024
Ben Hunt is the creator of Epsilon Theory and co-founder of
Second Foundation Partners, where he writes and invests through the
lens of narratives, or in his words “If a price moves, it is
because a human told themselves a story.” Before turning to
investing twenty years ago, Ben was a
tenured political science professor and founder of two technology
companies. He has been studying trends using what we now call big
data ever since his first book about predicting international
conflict in 1997.
Our conversation
covers Ben’s path to finance, the
power of stories, tracking and measuring narratives in markets, and
applying the lens of narrative to investing. Ben’s insights offer a careful consideration of what’s
really going on in markets.
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