Brexit as a Reminder of a Policy-Driven Market

The video discusses the influence of policy on markets, emphasizing the importance of diversification and real assets to mitigate risks. It explores the effectiveness of directional strategies and trend following in volatile markets. The concept of epsilon theory is introduced, highlighting the role of behavioral economics and game theory in understanding market dynamics. The speaker advises distancing from central bank-driven 'casino' markets and focusing on real yield securities.

Explain the concept of 'epsilon' as discussed in the text.

What advice does the speaker give regarding distancing oneself from the 'casino' of the market?