Ben Hunt - The Stories that Drive Markets (EP.393)
Capital Allocators – Inside the Institutional Investment Industry
Ted Seides – Allocator and Asset Management Expert
4.8 • 806 Ratings
🗓️ 24 June 2024
⏱️ 55 minutes
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Summary
Ben Hunt is the creator of Epsilon Theory and co-founder of Second Foundation Partners, where he writes and invests through the lens of narratives, or in his words “If a price moves, it is because a human told themselves a story.” Before turning to investing twenty years ago, Ben was a tenured political science professor and founder of two technology companies. He has been studying trends using what we now call big data ever since his first book about predicting international conflict in 1997.
Our conversation covers Ben’s path to finance, the power of stories, tracking and measuring narratives in markets, and applying the lens of narrative to investing. Ben’s insights offer a careful consideration of what’s really going on in markets.
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Transcript
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| 0:00.0 | Capital Allocators is brought to you by Ten East, an investment platform for sophisticated investors to access private markets. |
| 0:10.5 | Ten East brings benefits of having your own family office without the cost and headaches of doing so. |
| 0:16.8 | It's founded and led by Michael LaFelle, former deputy executive managing member of Davidson Kempner. |
| 0:24.2 | Michael and his investment team offer members the opportunity to co-invest by offering at their |
| 0:29.1 | discretion. Michael and his team source, diligence, and commit material personal capital to each |
| 0:35.3 | investment. The opportunities shared on the Ten East platform |
| 0:38.9 | offer exposure to private credit, real estate, niche venture and private equity, and other |
| 0:44.5 | idiosyncratic investments that typically aren't available through traditional channels. |
| 0:49.2 | The principles have over a decade track record of investing in these types of exposures |
| 0:53.5 | across more than 350 |
| 0:55.7 | transactions. Post-investment, the TENI's team conducts ongoing monitoring and reporting, |
| 1:01.8 | just as you'd expect from an institutional investment organization. I've known Michael for about a |
| 1:07.0 | decade, and after becoming impressed by the quality of 10 East offerings, its research |
| 1:11.6 | process, and high-quality investment team, I became an advisor to the organization, an investor |
| 1:17.1 | in multiple offerings. You can learn more and join me as a member at 10-east.com. That's the number 10, |
| 1:25.4 | east.co.O. |
| 1:33.4 | Capital Allocators is also brought to you by SRS Aquium. |
| 1:37.2 | Want to make sure your M&A processes aren't stuck in the past? |
| 1:43.6 | How about partnering with a company that's been defining the future of dealmaking for nearly two decades instead? |
| 1:46.0 | When it comes to M&A innovation, |
| 1:52.7 | SRS Aquium has reshaped the way deals get done more than anyone else, streamlining processes for maximum efficiency and minimum headaches. Professional shareholder representation, online |
| 1:59.2 | M&A payments, digital stockholder solicitation, |
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