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W. Ben Hunt, Ph.D. looks at the financial markets through a truly unique lens. With an extensive background in political science, game theory and history, Ben came to the financial markets relatively late in life. But it’s precisely this wandering path to the world of investing that gives him rare insight into what drives asset prices and how these forces change over time. In this conversation we discuss how investors as a group play the “common knowledge game” and how Ben views these trends through what he terms a “narrative machine.” Ben also shares his views towards the current trends of rising inflationary pressures, the backlash against big tech and much more. You can find Ben’s work at and follow him on Twitter @EpsilonTheory. Below are a few notes and links related to this episode: