✨ DEBRIEF | Unpacking the Episode:
https://shows.banklesshq.com/p/debrief-ben-hunt

Joining us today for his second appearance on Bankless, the macro narrative gigabrain, Ben Hunt. Ben is an investor and creator of Epsilon Theory, a website, and community that examines markets through the lenses of game theory and history.

On today’s episode, Ben shares his rich insights on the U.S.’s current macro landscape by taking us through a brief history of the past, why our political coordination game is broken, and of course–who’s stealing the wealth.

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Timestamps:

0:00 Intro
7:43 Unique Time in History?
11:56 Repricing Money
18:48 What’s Different?
22:24 US Wealth Growth vs. US GDP Growth
30:55 Hollowness
42:06 Stealing the Future
50:09 Kicking the Can Down the Road
55:23 The Widening Gyre
1:00:48 Political Coordination Game
1:06:26 Constitutional Apportionment Amendment
1:12:27 Common Denominators
1:15:14 Bitcoin
1:25:12 Tornado Cash & Freedom Narrative
1:32:53 Do We Have Hope?
1:34:28 Closing & Disclaimers

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Resources:

Ben Hunt
https://twitter.com/EpsilonTheory

Epsilon Theory
https://www.epsilontheory.com/

Ben’s 1st Bankless Appearance
https://youtu.be/JlMooJyaFBc

Hollowed Out (“Hollow Men, Hollow Markets, Hollow World”)
https://www.epsilontheory.com/hollow-men-hollow-markets-hollow-world-2/

The Widening Gyre
https://www.epsilontheory.com/the-widening-gyre/

In Praise of Bitcoin
https://www.epsilontheory.com/in-praise-of-bitcoin/

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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures

141 - Who Stole the Wealth? with Ben Hunt

Bankless