All Epsilon Theory Content
Everything we have published at Epsilon Theory since 2013, an archive of more than 1,000 evergreen notes.
Matt Zeigler is joined by Ben Hunt and Grant Williams for a candid discussion of the 2024 post-election landscape and its implications for markets. The guests explore how trust, or lack thereof, shapes both political and market narratives, examining the transformation of capital markets into what they describe as a “political utility” where “number go up” has become the prevailing faith.
I am 60 years old.
I am a (very) patriotic American.
I have never felt represented by any elected official.
Never.
The road to hell is paved with good intentions. But how often does that actually happen? Why do good intentions go so wrong? And what makes it so difficult to course correct? Those are the questions explored by Harper Hunt and Rusty Guinn in this episode of Cursed Knowledge.
In this episode of The Intentional Investor, host Matt Zeigler sits down with Jared Dillian – former Lehman Brothers trader, acclaimed newsletter writer, and author – for a captivating conversation about the unexpected paths that shape a life’s work. From his early days as a Coast Guard officer to becoming a Wall Street trader, and ultimately finding his voice as a writer, Dillian shares candid insights about his journey.
Structure of Financial Crisis (the bonfire)
Necessary Conditions of Crisis (the kindling)
Catalysts of Crisis (the match)
So What Do We Do About It?
Phnom Penh is a young city chock full of kids. They are everywhere, and they bring a positive energy, warmth, and joy that no amount of adult diversions — no amount of bars, casinos, exceptional cuisine, and museums — can replicate, because nothing warms the heart like a big smile from a tiny face.
Being clear-eyed and full-hearted doesn’t mean being passive, weak, or silent.
It means resisting every effort to supplant our autonomy of mind with symbols of identity, no matter the source.
Join host Matt Ziegler as he sits down with Remy Tetot, the mind behind The Mad King newsletter and former co-founder of Real Vision, for a fascinating journey through the intersection of technology, finance, and personal growth. From washing dishes in Spain to revolutionizing financial media with Real Vision, Remy shares his remarkable story of constant reinvention. Learn how he transformed from a self-taught coder into a macro analyst under Raoul Pal’s mentorship, helped build Real Vision from the ground up, and navigated both spectacular successes and humbling failures in the crypto markets.
Extreme language during election season isn’t anything new.
But this time it really is different. Our response must be different, too.
Creating two tightly bounded political extremes is NOT opening the Overton Window.
It just adds a second, equally closed window behind which all of our worst ideas can and will fester.
For the past 28 years, since the death of my father, I’ve been hearing a steady tick-tock in my head.
How do we tell our stories to our children and our children’s children before it’s too late? Before we pass as all humans must pass?
Generative AI is a communion machine.
In this episode of The Intentional Investor, host Matt Zeigler interviews Brent Donnelly, a veteran forex trader, financial writer, and mentor. Brent shares his fascinating journey from aspiring journalist to Wall Street trader, and how he eventually combined his love for writing and finance.
Allergies. We either have them or know some one who does. Ranging from life threatening to mildly irritating, they’re one of life’s constant annoyances. And they’re getting worse. We have more allergies now than ever before. Rusty Guinn joins Cursed Knowledge to talk about why allergies are more common, and if there’s anything we can do about it.
The more we believe the lie that social networks democratize Narrative formation, the more systematically we make ourselves part of their manufactured consensus.
The global mass love for the US and its culture is genuine, and isn’t being forced on people from above, but because US culture – despite all the showy glitz – is about how everyone’s story matters.
In this episode of The Intentional Investor, Matt Zeigler sits down with Drew Dickson, founder of Albert Bridge Capital. Drew shares his fascinating journey from self-proclaimed “world’s least focused student” to successful investor and writer. Drew’s journey illustrates the power of curiosity, relationships, and perseverance in building a meaningful career in finance. His story will inspire anyone looking to grow personally and professionally while navigating life’s ups and downs. This episode provides a fascinating glimpse into the mind of a seasoned investor, offering lessons applicable to both financial markets and life in general.
Each of us has a unique story. A story that makes you you. A story that is the engine of your consciousness. A story that is your thread of life.
A story that today can be inferred from your words by generative AI and restored computationally, so that the thread of life remains uncut.
Everything is about to change.
We think it’s a human art vs. AI art problem, just like when my music friends and I thought it was an alternative vs. mainstream problem. The simple truth is, it’s a relationship-with-itself versus a relationship-with-yourself problem.
AI is flooding our timelines with so much content that we won’t even find content very interesting anymore. It’s too much. Or, at least it will feel that way.
That’s when it will hit us; we don’t want this stuff at all. We don’t want content. We want art.
“Lots of people are like nooo it’s not the phones. It’s the phones. Come on.”
No one gets the Algorithm and the way Gen Z is trapped by it better than Kyla Scanlon.