Epsilon Theory #4: Hunger Games
What's happening with Reddit and Gamestop and Robinhood is a revolution, but not the revolution you think. This isn't a "democratization" of Wall Street. You were played. Again. It's a revolution in C...
5 Feb 20211h 1min
Epsilon Theory #3: The Ireland Event
Rusty and I discuss the dramatic spike in Covid cases in Ireland over the last two weeks of December, and the risk of seeing a similar "Ireland Event" here in the US.
14 Jan 20211h 9min
Epsilon Theory #2: Personal Finance
A conversation with Brian Portnoy, author of The Geometry of Wealth, about the role of money in shaping a life of meaning. How do we give better advice about money to others ... and to ourselves?
24 Des 20201h 6min
Epsilon Theory #1: Bitcoin
Can Bitcoin preserve its revolutionary potential after a Wall Street bear hug?
10 Des 20201h 20min
Epsilon Theory - Is Volatility Back?
On this special episode of the Epsilon Theory podcast, we share an excerpt from a conference call we recorded on February 13 discussing our thoughts on the market selloff earlier in the month. You’ll ...
28 Feb 201814min
Epsilon Theory - Make America Good Again
On episode 26 of the Epsilon Theory podcast, we welcome back Rusty Guinn, our executive vice president of asset management, to talk about political markets — a topic just as important to Ben as capita...
15 Nov 201754min
Epsilon Theory - Failure to Inflate
On episode 25 of the Epsilon Theory podcast, we’re joined by Peter Cecchini, Chief Market Strategist, Head of Equity Derivatives and Cross-Asset Strategy at Cantor Fitzgerald, to discuss one of his re...
19 Okt 201745min
Epsilon Theory - The Jukebox Theory
We're back with episode 24 of the Epsilon Theory podcast! Ben shares his thoughts on the inflation narrative and a new idea reminiscent of C-SPAN to make politics at every level more transparent and e...
21 Sep 201744min
