hunt ben 300px keylineErik Townsend welcomes Dr. Ben Hunt to back MacroVoices. Erik and Ben discuss:

  • Sea of Change at Central Banks
  • Negative impact of Fed shrinking their balance sheet
  • Janet Yellen just broke up with you
  • Impact on the market conditions moving forward
  • Considerations on interest rate and bond trends
  • Fed impact on equity markets
  • Considerations for the future of the ETF market
  • Flaws of the volatility ETFs
  • Considerations in the Real Estate Markets

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Ben Hunt is the chief investment strategist at Salient, a $14 billion asset manager based in Houston and San Francisco, and the author of Epsilon Theory, a newsletter and website that examines markets through the lenses of game theory and history. Over 100,000 professional investors and allocators read Epsilon Theory for its fresh perspective into market dynamics.

Dr. Hunt received his Ph.D. in Government from Harvard University in 1991. He taught political science for 10 years, leaving academia in 2000 to co-found a successful software company. Dr. Hunt began his investment career in 2003, first in venture capital and subsequently as a portfolio manager of two hedge funds. Dr. Hunt joined Salient in 2013, where he combines his background as a portfolio manager, risk manager, entrepreneur, and academic to provide a unique perspective on investment risk and reward on behalf of Salient and its clients.

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