# Ben Hunt

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Big Tech Went All In on AI. Washington Can’t Let It Fail. Who Pays for the Backstop?

On this live episode of Why Am I Reading This Now?, Ben Hunt argues that the AI buildout is becoming too big to fail, with consequences for energy costs, credit markets, and consumers. His central question: who bears the cost when private investment becomes a national priority? Ben revisits his Wor…

Tech Has Led for 20 Years. Bonds Yield Over 5%. What If Your Biggest Risk Is What You Don’t Own?

AI financing, tech-stock complacency, and the return of bonds to the portfolio conversation take center stage in this week’s Excess Returns Weekly Wrap. The question connecting them: how much pain could investors face before rate cuts or government support arrive? Jack Forehand and Matt Zeigler rev…

Ben Hunt on WWAI, Gain of Function Model Weaponization (Preview)

Oct 20, 2026 – Ben Hunt, co-founder of AI research firm Perscient, argues that in today’s markets, narratives rival fundamentals in driving asset prices, particularly as AI becomes central to both economic productivity and national security...

He Asked 25 Finance Pros How They Invest Their Own Money: Brian Portnoy on What the Models Get Wrong

Brian Portnoy of Shaping Wealth explores why experienced investors build very different portfolios—and what that means for your own money. In How I Invest My Money Volume Two, 25 new contributors explain how they invest their personal wealth. Brian joins Matt Zeigler to discuss what those stories r…

Dr. Ben Hunt - The Three-Body Portfolio - [Invest Like the Best, EP.73]

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 h…

From a $1B Hedge Fund to Perscient | Ben Hunt

Ben Hunt is Co-Founder and President of Perscient, an AI research and software company that measures the narratives driving markets, and the creator of Epsilon Theory. Previously, he ran a long/short equity fund of around $1 billion, served as chief strategist and chief risk officer at Salient Part…

Brain Food Radio hosted by Rob Zile/KissFM/27-10-26/#1 ROB ZILE

Brain Food Radio hosted by Rob Zile/KissFM/27-10-26/#1 ROB ZILE Kissfm.com.au/show/brainfood PART 1 01 - Justin Strauss - Obsessed (Matias Aguayo’s Wildpitch Remix) 02 - Ben Hunt - The Comeback (Original Mix) 03 - Teemon & PoombA - Hopeless (Amirali Remix) 04 - Richard Sen - Bergen Light Rail (Orig…

WORLD CUP DOUBTERS SILENCED! TONGA V SAMOA REVIEW & THE JILLAROOS MAKE HISTORY!

Week 3 of the Rugby League World Cup is done and there's plenty to unpack! The Jillaroos make history with a record-breaking 124-6 demolition of Wales, the men's double-header delivers some incredible scenes, and the World Cup delivers a massive middle finger to everyone who doubted it! We review T…

Big Blue Wave. Big Market Sell-Off. What Flows, Narrative and the Economy Say Stocks Do Next

Brent Kochuba, Ben Hunt, Aahan Menon and Eric Pachman join Matt Zeigler and Jack Forehand on November’s Last Call to make sense of the post-election selloff and the pressures facing businesses and households. Brent Kochuba explains why the weakest AI cloud stocks caught his eye even while the Nasd…

Last Call | Breaking Down the Post Election Decline

Brent Kochuba, Ben Hunt, Aahan Menon and Eric Pachman join Matt Zeigler and Jack Forehand on November’s Last Call to make sense of the post-election selloff and the pressures facing businesses and households. Brent Kochuba explains why the weakest AI cloud stocks caught his eye even while the Nasd…