Invest Like The Best
Dr. Ben Hunt - The Three-Body Portfolio - [Invest Like the Best, EP.73]
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 1:08:34
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Sinopsis
My guest this week is Dr. Ben Hunt, the chief investment strategist at Salient and the author of the extremely popular epsilon theory. I’ve always enjoyed Ben’s writing style, particularly his use of farm and animal based analogies to describe market phenomenon. 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! For more episodes go to InvestorFieldGuide.com/podcast. Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub. Follow Patrick on Twitter at @patrick_oshag Links Referenced The Three-Body Problem Show Notes 1:54 - (First Question) – Applying the three-body problem to investing 7:24 –