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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

The post Playing the Players in a Narrative Market ft. Ben Hunt appeared first on Top Traders Unplugged.