Published on: November 18th, 2021 • Duration: 55 minutes
In this fascinating interview, Ben Hunt, CIO at Second Foundation Partners, explains how having different perspectives helped him succeed in his financial journey. He talks with Jim Bianco about how narratives shape our world and present the eye-opening design of the modern financial markets: one shaped by Twitter hashtags, inflation narratives, and highly publicized interviews. Hunt imparts wisdom for investors on how financial news and Fed guidance narratives can transform market sentiment. “Sometimes you see when the curtain is ripped off, you see these stories being created […]When the curtain is pulled back you say, 'Oh! That is how Wall Street really works,'” says Hunt. According to Hunt, despite our beliefs in market rationality, forward guidance and storytelling have the ability to make investors change their thought process on important macro trends and company financial releases. Recorded on October 18, 2021.