Hidden Forces feed 2024年07月17日
Financial Nihilism: Price Discovery in a World Where Nothing Matters | Ben Hunt & Grant Williams
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在《Hidden Forces》第123集中,主持人Demetri Kofinas与两位嘉宾Grant Williams和Ben Hunt进行了一场深度对话。他们讨论了被称为“金融虚无主义”的哲学观点,认为当前的投机对象本质上无价值。此外,他们还分享了个人生活和职业生涯中的故事,探讨了市场的本质和人生的更深层次意义。

📈Grant Williams和Ben Hunt两位金融市场专家在节目中分享了对当前市场走势的看法,认为尽管市场价格波动剧烈,但缺乏通常伴随牛市的热烈情绪。

🌐Ben Hunt创办的Epsilon Theory网站和通讯,专注于分析和洞察市场及社会动态,特别是叙事如何塑造我们对世界的认知。

🎙️Grant Williams不仅是知名财经通讯的出版商,还是一位优秀的体育播客主持人,同时也是Real Vision财经媒体公司的联合创始人。

📚在节目中,Demetri提出了“金融虚无主义”的概念,指出政府干预和央行政策可能导致人们对市场存在的深层意义感到迷茫。

🤔第二部分的对话更加深入,嘉宾们分享了他们职业生涯中的故事和心得,探讨了金融市场以外的个人成长和创作动力。

In Episode 123 of Hidden Forces, Demetri Kofinas speaks with two guests who have each made one prior appearance on Hidden Forces: Grant Williams and Ben Hunt. Ben is the founder of the widely read Epsilon Theory, a newsletter and website that’s become popular for its insights and analysis into markets and society with a particular focus on how narrative drives our perception of the world and our place in it. Grant is the long-time publisher of a popular financial newsletter, the host of a phenomenal sports podcast, and the co-founder of Real Vision, a financial media company that offers in-depth video interviews with some of the world's most thoughtful investors.

Today’s conversation is broken into two parts, the second hour of which is available to our paid subscribers. In the first part we discuss a philosophy that Demetri calls “financial nihilism,” which treats the objects of speculation as though they were intrinsically worthless. 

We are witnessing price movements characteristic of a raging bull market without the euphoria that typically accompanies them. The rationalization that governments will "fix the mess" and that central banks will "buy the dip" channels a deeper sense of existential meaninglessness. Whether it's the decline of religion, the dismantling of the nation state, or the commodification of the self, something feels lacking. 

In the second hour, the three continue their discussion about markets but also delve into more personal stories from their lives and careers. Grant shares anecdotes from his experience interviewing some of the most brilliant minds in finance and Ben shares insights from his own creative process and what motivates him. All in all, this is one of the best conversations we’ve ever released.

If you are interested in accessing the overtime, transcript, and/or rundown to this week’s episode, you can do that through the Hidden Forces Patreon Page. All subscribers also gain access to our overtime feed, which can be easily added to your favorite podcast application. 

Producer & Host: Demetri Kofinas

Editor & Engineer: Stylianos Nicolaou

Subscribe & Support the Podcast at http://patreon.com/hiddenforces

Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod

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金融市场 虚无主义 人生意义 个人成长 创作动力
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