With the U.S. election just hours away, Ben Hunt joins Grant to discuss the narrative heading into a seemingly climactic event upon which so much is riding.
Orwell's 1984, the words you need to recognize as both sides try to mobilize opinion and the importance of creating an 'Other' all come under the microscope as does, troublingly, Ben's choice for the big theme of 2021: regime change around the world.
Ben Hunt is the founder of the Epsilon Theory newsletter and Second Foundation Partners. Ben Hunt's full bio: https://www.epsilontheory.com/w-ben-hunt/
Grant Williams is the portfolio manager of the Vulpes Precious Metals Fund and strategy advisor to Vulpes Investment Management in Singapore. Grant has 28 years of experience in finance on the Asian, Australian, European and US markets and has held senior positions at several international investment houses, including Robert Fleming, UBS and Credit Suisse. Since 2009, he has also been writing the popular investment newsletter Things That Make You Go Hmmm...