This week, I speak with Ben Hunt is president and co-founder of Perscient, an AI research firm and software company that pioneered the use of language models and unstructured data analysis for investment strategies. We discuss how emerging narratives move a market, and how AI is revolutionizing Perscient’s computing power.
He explains how the firm tracks the global media narratives, looking at unstructured data and language to identify the stories that are impacting investors.
A list of his current reading/favorite books is here; A transcript of our conversation is available here Tuesday.
You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here.
Be sure to check out our Masters in Business next week with Nobel laureate Richard Thaler and his University of Chicago Booth School colleague Alex Imas on the update and reissue of his classic book The Winner’s Curse.
Current Reading & Favorite Books
Books Barry Mentioned
Ben’s Published Books
