From a $1B Hedge Fund to Perscient | Ben Hunt
Ben Hunt is Co-Founder and President of Perscient, an AI research and software company that measures the narratives driving markets, and the creator of Epsilon Theory. Previously, he ran a long/short equity fund of around $1 billion, served as chief strategist and chief risk officer at Salient Partners, and was a tenured political science professor.
We discuss how he spotted the single assumption behind the mortgage crisis, why value investing stopped working, the common knowledge game that moves markets, the risks of narrative-driven funds, why you should choose your investors carefully, how…
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