Episode 15 - Ben Hunt
Doomer Optimism16 Tammi 2022

Episode 15 - Ben Hunt

On this episode of Doomer Optimism, repeat host Anarcho-Contrarian (@AnarContrarian) is joined by Julie Fredrickson (@AlmostMedia) and Ben Hunt (@EpsilonTheory). The cover a wide range of economic and political topics, deflation versus inflation, and how the heck someone can navigate the coming insanity.


About Ben Hunt

Ben Hunt is the creator of Epsilon Theory and inspiration behind Second Foundation Partners, which he co-founded with Rusty Guinn in June 2018.

Epsilon Theory, Second Foundation’s principal publishing brand, is a newsletter and website that examines markets through the lenses of game theory and history. Over 100,000 professional investors and allocators across 180 countries read Epsilon Theory for its fresh perspective and novel insights into market dynamics. As Chief Investment Officer, Ben bears primary responsibility for determining the Company’s investment views and positioning of model portfolios. He is also the primary author of materials distributed through Epsilon Theory.

Ben taught political science for 10 years: at New York University from 1991 until 1997 and (with tenure) at Southern Methodist University from 1997 until 2000. He also wrote two academic books: Getting to War (Univ. of Michigan Press, 1997) and Policy and Party Competition (Routledge, 1992), which he co-authored with Michael Laver. Ben is the founder of two technology companies and the co-founder of SmartEquip, Inc., a software company for the construction equipment industry that provides intelligent schematics and parts diagrams to facilitate e-commerce in spare parts.

He began his investment career in 2003, first in venture capital and subsequently on two long/short equity hedge funds. He worked at Iridian Asset Management from 2006 until 2011 and TIG Advisors from 2012 until 2013. He joined Rusty at Salient in 2013, where he combined his background as a portfolio manager, risk manager, and entrepreneur with academic experience in game theory and econometrics to work with Salient’s own portfolio managers and its financial advisor clients to improve client outcomes.

Ben is a graduate of Vanderbilt University (1986) and earned his Ph.D. in Government from Harvard University in 1991. He lives in the wilds of Redding, CT on Little River Farm, where he personifies the dilettante farmer that has been a stock comedic character since Cicero's day. Luckily his wife, Jennifer, and four daughters, Harper, Hannah, Haven and Halle, are always there to save the day. Ben's hobbies include comic books, Alabama football, beekeeping, and humoring Rusty in trivia "competitions".


About Anarcho-Contrarian

They're anonymous so honestly not that much to share here. But here's their Twitter bio: Scale-Reductionism, Localism, Agrarianism, New Village-ism, Distributism... i.e. Redundant, Nostalgic & Politically Homeless.


About Julie Fredrickson

Julie is a serial entrepreneur and investor.

Jaksot(278)

DO 216 - Doomer Optimist Guide to Geopolitics w/ James Pogue, Chris Mott and Ashley

DO 216 - Doomer Optimist Guide to Geopolitics w/ James Pogue, Chris Mott and Ashley

James Pogue describes his experience in Africa with Chris Mott and Ashley, including his experience getting detained in the Central African Republic, the role of empire and the United States in a deglobalizing world, and what this means for preparing for the future. James Pogue:  I’m a Contributing Editor at Harper’s, and write about national politics for Vanity Fair. I’ve written for The New Yorker, The New York Times Magazine, and the London Review of Books, among many others. I was a 2022 Alicia Patterson Fellow, and have received support from from the Pulitzer Center on Crisis Reporting. I live in Los Angeles, where I help run a native plant nursery. My first book is called Chosen Country: A Rebellion in the West. I have appeared on Real Time With Bill Maher, All In With Chris Hayes, NPR’s Today Explained, and many other TV and radio shows or podcasts. Dr. Chris Mott is an international relations scholar focused on historical geopolitics, grand strategy, and the intersection of defensive realism and conceptions of sovereignty in an era of increasing multi-polarity. He holds a Ph.D. in International Relations from the University of St Andrews, an MA in International Relations from London Metropolitan University, and a BA in History from Rutgers University. He has published a book, “The Formless Empire: A Short History of Diplomacy and Warfare in Central Asia,” on the rise of indigenous forms of geopolitical strategy on the Eurasian steppe, as well as numerous peer-reviewed and general audience articles on foreign policy and historical topics in a variety of places. Dr. Mott is currently a fellow at Defense Priorities in Washington DC and a former researcher and desk officer at the U.S. Department of State. Chris writes at https://geotrickster.com

26 Huhti 20241h 56min

DO 215 - Building Local Community

DO 215 - Building Local Community

Simon @‌simoningall, Kara @‌karakara98, and Anarcho-Contrarian 2.0 @‌waysyoucanstay sit down to discuss building a local community. They work through the challenges of returning home again, new ways to build a community for the future, and different scenarios of how to build a community dependent on your neighborhood.

23 Huhti 20241h 6min

DO 214 - Metamodern Permaculture with Brendan Graham Dempsey and Jason

DO 214 - Metamodern Permaculture with Brendan Graham Dempsey and Jason

In this episode, Brendan (@brendangrahamd1)and Jason talk about the meaning of metamodernism and how it relates to permaculture, the interplay of various forms of meaning-making, and how it translates into a theory of change and pragmatic action. Brendan also talks about his work at the Sky Meadow Institute, a retreat center and permaculture homestead in Vermont Brendan Graham Dempsey is a writer, poet, farmer, and the director of Sky Meadow Institute, an organization dedicated to promoting systems-based thinking about the things that matter most. He holds a BA in religious studies from the University of Vermont and a master's in religion and art from Yale University. He is the author of the 7-volume Metamodern Spirituality Series and, most recently, Metamodernism: Or, The Cultural Logic of Cultural Logics. His primary interests include theorizing developments in culture after postmodernism, productively bridging the divide between science and spirituality, and developing sustainable systems for life to flourish. All of these lead through the paradigms of emergence and complexity, which inform all of his work He hosts the podcast Metamodern Spirituality which can be found here: https://www.brendangrahamdempsey.com/metamodern-spirituality

16 Huhti 20241h 10min

DO 213 - Limicon Panel

DO 213 - Limicon Panel

Ashley, Jason, Nate, and Josh host a panel and audience discussion as part of Limicon, a month long event bringing together different strands of the ‘Liminal Web’. Main themes include the sensibility and meaning of doomer optimism and the recent trend towards traditional religion as a response to the meaning and civilizational crisis

9 Huhti 20241h 29min

DO 212 - Should I stay or should I go? w/ Andy, Keturah, Ashley and Patrick

DO 212 - Should I stay or should I go? w/ Andy, Keturah, Ashley and Patrick

Andy and Keturah are exploring the possibilities of where to raise their future family. Ashley and Patrick, on the far side of 7 years in Uruguay, discuss the pros and cons, where to live, and why.

2 Huhti 20241h 24min

DO 211 - The digital politics of spiritual war with James Poulos and Donald

DO 211 - The digital politics of spiritual war with James Poulos and Donald

James Poulos joins Donald to talk about Tocqueville, McLuhan, Orthodoxy, and "the digital politics of spiritual war." James Poulos helps advance enterprises impacting American life in technological, spiritual, and political ways. He is the co-founder and editor of The American Mind at the Claremont Institute, the founder and editorial director of RETURN, acquired by Blaze Media, and the host of Zero Hour at BlazeTV. He is the author of The Art of Being Free, Human Forever, and the forthcoming Pink Police State. Over nearly twenty years as a prolific writer, his columns and essays have been featured in publications spanning the spectrum of mainstream and independent media. He has appeared on numerous audio and video programs and regularly addresses domestic and international audiences. He holds a B.A. in Political Science from Duke University and a Ph.D. in Political Theory from Georgetown University, both with distinction. He lives in Los Angeles. Links: The American Mind: americanmind.org RETURN: blazemedia.com/return Zero Hour: https://www.theblaze.com/podcasts/zero-hour-with-james-poulos Human Forever: https://canonic.xyz/p/1YV9yExbmJ9mgBXNM81TouJuDtqxH2PpL @‌jamepoulos on Twitter

26 Maalis 20241h 16min

DO 210 - Catalyzing Urban Food Forests in Chattanooga with Jonathan Parks Allen and Jason

DO 210 - Catalyzing Urban Food Forests in Chattanooga with Jonathan Parks Allen and Jason

In this episode Jonathan and Jason talk about Jonathan’s relationship to the South, his Orthodox faith and Interest in Islamic history, anarcho-agrarianism, the commons, and his current efforts helping to catalyze urban community food forests in Chattanooga, Tennessee Food Forest Organization: chattanoogafoodforests.org Substack: https://jonathanparkesallen.substack.com Twitter: @‌Mar_Musa

19 Maalis 20241h 25min

DO 209 - Podcast about podcasts w/ Donald and Ashley

DO 209 - Podcast about podcasts w/ Donald and Ashley

Donald asked Ashley to sit down to think out loud about the pros and cons of continuing to devote time to podcasts, as both a creator and as a listener. Please feel free to weigh in on this topic in the YouTube comments!

12 Maalis 20241h 18min

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