My guest this week is Dr. Ben Hunt, the chief investment strategist at Salient and the author of the extremely popular Epsilon Theory newsletter and website.
I’ve always enjoyed Ben’s writing style, particularly his use of farm- and animal-based analogies to describe market phenomena.
In this conversation, we discuss his recent post the Three-Body Problem, why growth has been beating value, and why a strategy that he calls Profound Agnosticism—a take on risk parity—may be the most appropriate investing strategy in what he views as a very uncertain world. We also discuss some of his favorite lessons from the farm.
Please enjoy our conversation!