Markets Don’t Care About Data Anymore? feat. Ben Hunt & Cem Karsan | U Got Options | Ep.9 скачать в хорошем качестве

Markets Don’t Care About Data Anymore? feat. Ben Hunt & Cem Karsan | U Got Options | Ep.9

Cem Karsan sits down with Ben Hunt, founder of Epsilon Theory, to explore how narratives shape markets, politics, and decision making itself. Drawing on decades of experience across academia, hedge funds, and applied AI, Ben explains why stories, not data, increasingly drive outcomes in modern markets. The conversation spans unstructured data, inference, common knowledge, and the mechanics of narrative momentum. Together, they examine consumer expectations, inflation silence, geopolitical signaling, and the slow shift away from US dominance. What emerges is a framework for understanding markets as reflexive systems, where perception often matters more than reality. #toptraders #investing #trendfollowing Timestamps 00:00 - Introduction to U Got Options and the trading floor setting 02:18 - Ben Hunt’s background and Epsilon Theory origins 04:11 - Markets as the ultimate multiplayer game 06:15 - Inference, unstructured data, and narrative analysis 08:18 - Why sentiment and word counts miss the real signal 11:16 - Mapping meaning and truthy stories 15:00 - LLMs as operating systems, not oracles 18:01 - Giving money back and when models stop working 21:16 - Applying narrative tools beyond markets 24:10 - Consumer weakness versus bullish expectations 30:43 - Inflation, recession, and why markets do not care 33:29 - Dormant stories and volatility discovery 34:26 - The sell America narrative and capital flows 40:05 - Common knowledge and reflexivity 45:44 - Regime change, multipolarity, and narrative dominance Full episode can be found here: https://toptradsersunplugged.com/ugo9 Subscribe to our podcast: iTunes: https://itunes.apple.com/us/podcast/t... Spotify: https://open.spotify.com/show/2OnOvLb... Follow us on social media: TWITTER:   / toptraderslive   (@TopTradersLive) FACEBOOK:   / toptradersunplugged   INSTAGRAM:   / toptradersunplugged   SOUNDCLOUD:   / toptradersunplugged-com   Follow Cem on X https://x.com/jam_croissant Follow Ben on X https://x.com/EpsilonTheory