My guest today is Ben Hunt, the Chief Risk Officer at Salient Partners. Salient is a 19B AUM manager based in Houston, Texas. As Chief Risk Officer, Hunt writes the Epsilon Theory, viewing capital markets through the lenses of game theory and history.

The topic is Epsilon Theory.

In this episode of Trend Following Radio we discuss:

• Power of the crowd watching the crowd
• Game theory
• Having a profound agnosticism about what the future holds
• The difference between risk and uncertainty in the context of game theory
• The Panopticon and the chilling effect of being watched
• The “common knowledge game” and the missionary
• The island of the green-eyed tribe

Jump in!

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I’m MICHAEL COVEL, the host of TREND FOLLOWING RADIO, and I’m proud to have delivered 10+ million podcast listens since 2012. Investments, economics, psychology, politics, decision-making, human behavior, entrepreneurship and trend following are all passionately explored and debated on my show.

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