Ben Hunt

14 Followers

community-curated profile

Long volatility and short abstraction, seeing capital and political markets through lenses of game theory and history. Like all coyotes, I’m too clever by half.

Overview Posts Content Recommendations

Ben Hunt @EpsilonTheory · Mar 12, 2023

From Twitter

Good thread.

Tweet Mar 12, 2023

Sharp Relief: Thoughts on #SVB Disclosure: I’m directly or indirectly involved with several firms who had/have funds at SVB. None are impaired, or facing liquidity issues due to failure. What happens (conjecture): /1

by Scott Galloway

Recommended by 1 person

1 mention

Ben Hunt @EpsilonTheory · Feb 10, 2023

From Twitter

Good thread. My fave ChatGPT tell was that it doesn’t make the spelling and grammatical errors of any student. You’ve got to insert some writing errors to pull this off, kids!

Tweet Feb 9, 2023

Well, we are on week five of this semester and I've already been handed a paper written by ChatGPT. They're not hard to spot if you know how the AI crafts 'answers' and the mistakes it makes, but now is the time to familiarize yourself with what t

by Bret Devereaux

Recommended by 1 person

1 mention

Ben Hunt @EpsilonTheory · Feb 8, 2023

From Twitter

Very well-written thread (zero 'fear-mongering'), and mammal-to-mammal transmission of a mutant H5N1 strain is a big deal. As @zeynep makes clear, this isn't a Covid equivalent story. Yet. But it's absolutely a public health *policy* story.

Tweet Feb 3, 2023

Not an article I wanted to write. The deadly H5N1 bird flu is spreading widely, including to mammals. For the first time, it's now likely spreading mammal-to-mammal, among minks which are exceptionally well-suited conduits to humans. We must act n

by Zeynep Tufekci

Recommended by 1 person

1 mention

Ben Hunt @EpsilonTheory · Feb 8, 2023

From Twitter

Good thread!

Tweet Feb 7, 2023

There was a time when I was a tired and frustrated poker player. Few people know this story... Feeling unlucky is something most players experience. Here’s how I encountered and overcame that: ⬇️

by Phil Galfond

Recommended by 1 person

1 mention

Ben Hunt @EpsilonTheory · Feb 7, 2023

From Twitter

Fantastic thread!

Tweet Feb 6, 2023

Have you ever noticed that the save icon is a floppy disk, even though they became obsolete twenty years ago? That's called a "skeuomorph" - when something new takes on the appearance of what it replaced. And once you start to look, they're everywh

by The Cultural Tutor

Recommended by 1 person

1 mention

Ben Hunt @EpsilonTheory · Jan 15, 2023

From Twitter

This thread from former FTX US CEO Brett Harrison is worth a read. I’ve posted some questions on the OP re: the FTX US balance sheet as of 9/30 that I hope Brett can shed some light on.

Tweet Jan 14, 2023

1/49 Many have asked questions about my time at FTX US and why I left when I did. As I indicated earlier this week, I’m happy to begin sharing my experiences and perspective publicly.

by Brett Harrison

Recommended by 2 people

2 mentions

Ben Hunt @EpsilonTheory · Dec 3, 2022

From Twitter

This is a great thread, but the kicker seems to be that the crypto world exploded because no one applied haircuts or basic pricing controls to bullshit collateral. Or rather, Bankman-Fried set up Alameda and FTX from the start as a honeypot for this exploit.

Tweet Dec 2, 2022

1) How FTX really ended up with a $10 Billion hole:

by K A L E O

Recommended by 1 person

1 mention

Ben Hunt @EpsilonTheory · Dec 1, 2022

From Twitter

Outstanding thread.

Tweet Dec 1, 2022

1/ On SBF & FTX I think this is not going to be a hugely long thread (I think). It is not going to be hugely insightful for anyone deep in crypto. But maybe it will help as a reference to our friends in the media who are struggling quite a bit wit

by 6529

Recommended by 2 people

2 mentions

Ben Hunt @EpsilonTheory · Nov 15, 2022

From Twitter

Amazing thread. I think everything about SBF, from the carefully constructed disheveled look to the oh-so earnest tweets, was a con. Maybe it didn’t start out that way, but that’s how it ended up.

Tweet Nov 15, 2022

Is Sam typing his thread in slow motion and deleting select tweets simultaneously so that bots won’t detect it? Is that the reason he’s doing this? twitter.com/ercwl/status/1592334689335144448/photo/1