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Market Narratives and Power Shifts
episode icon Panic with Friends - Howard Lindzon
Ben Hunt of Epsilon Theory on Rational Optimism and Countering a Coordinated Attack in Narrative on the United Stat...
Ben Hunt of Epsilon Theory is back on Panic for a re... more
May 4 2023 57m
Market Narratives and Power Shifts
Chapter 1 6 mins
Introduction
Chapter 2 1 min
Welcome back Ben
Chapter 3 1 min
Gold as a metaphor for the economy
Chapter 4 1 min
GFC was different
Chapter 5 3 mins
“Fiat” news
Chapter 6 3 mins
Rational optimism
Chapter 7 4 mins
The Peter Thiel Industrial Complex
Chapter 8 4 mins
Rich Man, Angry Man, Degenerate Man Economy
Chapter 9 49 sec
We’re treated as a cog in a powerful machine
Chapter 10 3 mins
The inflation narrative
Chapter 11 4 mins
The de-dollarization narrative
Chapter 12 2 mins
Who’s Chamath?
Chapter 13 52 sec
Internet trolls
Chapter 14 1 min
Generative AI
Chapter 15 1 min
Astroturf campaigns
Chapter 16 2 mins
Why ‘they’ create chaos
Chapter 17 2 mins
Ruthless pursuit of creativity
Chapter 18 1 min
European companies
Chapter 19 1 min
Time to get back to work
Chapter 20 3 mins
Intersection of narratives and markets
Chapter 21 1 min
Wrapping up
Chapter 22 4 mins
Closing thoughts
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