Ben Hunt of Epsilon Theory on Turning Layups into Losses, UK Pension Problems, Building Community & Much More
Panic with Friends – Investing for Profit and Joy
My good friend Ben Hunt is here for the fourth time on ‘Panic with Friends’. He’s my go-to macro guy that always helps dissect big issues like inflation, the UK Pension liquidity crisis which he helps with today.
Ben has been dead on with so many topics, and we’ve got a ton of topics to talk about in this episode. I wanted to talk about the FED, inflation, and what would turn him bullish. I wanted to get some pointers on the global macro and the SPAC market, to include thoughts on the $DWAC SPAC that Trumpf has led from a layup to a disaster. I wanted to talk about Robinhood and Citadel, and I want him to chime in on the Apple monopoly.
I also wanted to get Ben’s thoughts about monetary policy as it relates to the UK pension debacle. I think you’re going to get a lot out of our conversation. Enjoy!
Disclaimer: All information provided is for educational purposes only and does not constitute investment, legal or tax advice, or an offer to buy or sell any security. For full disclosures: https://howardlindzon.com/disclaimer/
Join my Daily Newsletter
Like what you read here? Get what I write in your inbox each morning by subscribing to my daily-ish newsletter.