When we started Show Us Your Portfolio, we assumed there would be one major requirement for each interview – a portfolio. But it turns out one of the most interesting episodes we have done is with someone who doesn’t have one (at least in public markets).
We talk with Epsilon Theory founder Ben Hunt about why he doesn’t invest in public markets and instead invests in the things closest and most important to him. We also get his take on public markets and how he would think about constructing a portfolio if he were to build one in today’s world.
