Ben Hunt
The Visionary
The future, and what is barely possible, reads round the next corner.
Ben Hunt reads as The Visionary because his starting point is a refusal to accept inherited frameworks. At Epsilon Theory and Perscient, he does not merely spot market narratives others miss, he builds repeatable methodologies for seeing past them.
“Oh, for sure. That's just your narrative, man. You know, the big Lebowski, you know, that's the, and it's not that a story is a lie. It's that the story is constructed for effect. It's not, and it's presented to you as if this is my true and inner thoughts. The construction of the intentionality behind these stories is phenomenal.”
“I'm saying I'm observing I'm observing. And I think that a lot of times if we are like me very online and on Twitter too much. You don't see the broader Is happening on blog posts and local newspapers and everything else. So I think having the ability to read everything. And track.”
“Yeah, yeah, you've got something I've got. Here are the companies where I think I've identified something special, something that's valuable, that the market does not recognize. And so I want to buy it, and then I'm just going to wait.”
“Too much? Is it that? All I'm saying is I am observing. I'm not predicting. I am observing the level of volume for alternative asset managers, their exposure to private credit. This is problematic. Oh, I'm wondering what's going to happen when the music stops. Oh, I think that this blows back into the commercial banking system.”
Masters in Business: “Using AI to Find Investing Stories with Perscient Co-Founder Ben Hunt”
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