Ben Hunt is the creator of Epsilon Theory and co-founder of Second Foundation Partners, where he writes and invests through the lens of narratives, or in his words “If a price moves, it is because a human told themselves a story.” Before turning to investing twenty years ago, Ben was a tenured political science professor and founder of two technology companies. He has been studying trends using what we now call big data ever since his first book about predicting international conflict in 1997.

Our conversation covers Ben’s path to finance, the power of stories, tracking and measuring narratives in markets, and applying the lens of narrative to investing. Ben’s insights offer a careful consideration of what’s really going on in markets.