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All Epsilon Theory Content

All Epsilon Theory Content

 

Everything we have published at Epsilon Theory since 2013, an archive of more than 1,000 evergreen notes.

I, Nazgûl

By Rusty Guinn | November 3, 2024 | 10 Comments

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.

Intentional Investor #16: Remi Tetot

By Harper Hunt | October 29, 2024 | 1 Comment

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.

Apocalypse Always

By Rusty Guinn | October 25, 2024 | 10 Comments

Extreme language during election season isn’t anything new.

But this time it really is different. Our response must be different, too.

The Open Window

By Rusty Guinn | October 21, 2024 | 30 Comments

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.

Remembering the Face of Your Father

By Ben Hunt | October 16, 2024 | 8 Comments

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.

Intentional Investor #15: Brent Donnelly

By Harper Hunt | October 15, 2024 | 1 Comment

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.

Cursed Knowledge #29: Allergies

By Harper Hunt | October 11, 2024 | 2 Comments

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.

Manufactured Consensus

By Rusty Guinn | October 8, 2024 | 17 Comments

The more we believe the lie that social networks democratize narrative formation, the more systematically we make ourselves part of their manufactured consensus.

No, the world doesn’t hate America

By Chris Arnade | October 7, 2024 | 6 Comments

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.

Intentional Investor #14: Drew Dickson

By Harper Hunt | October 1, 2024 | 1 Comment

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.

Generative AI is a Resurrection Machine

By Ben Hunt | October 1, 2024 | 139 Comments

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.

Well, I’m Not AI (As A Strategy): WInAaaS!

By Matt Zeigler | September 30, 2024 | 0 Comments

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. 

The Contentapocalypse is Coming

By Scott Bradlee | September 30, 2024 | 9 Comments

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.

The Mr. Beast Memo is a Guide to the Gen Z Workforce

By Kyla Scanlon | September 24, 2024 | 3 Comments

“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.

Donald Trump and the Common Knowledge Game

By Ben Hunt | September 24, 2024 | 34 Comments

The question is not whether Trump will accept the election result if he loses. He won’t.

The question is whether a Missionary with actual power will join him.

The ETF Market: A Zine

By Dave Nadig | September 17, 2024 | 3 Comments

ET contributor Dave Nadig is not only singlehandedly bringing back the zine, he’s using it to explain ETFs better than anyone!

Intentional Investor #13: Mike Green

By Harper Hunt | September 17, 2024 | 1 Comment

The Intentional Investor with Matt Ziegler welcomes Mike Green, a veteran investor and financial thinker. In this wide-ranging conversation, Green offers a candid look at his journey in the financial world, blending personal anecdotes with thoughtful analysis of markets and investing. His stories highlight the unpredictable nature of both markets and life, and the importance of continuous learning and adaptation.
This episode provides a fascinating glimpse into the mind of a seasoned investor, offering lessons applicable to both financial markets and life in general.

Intentional Investor #12: Jim O’Shaughnessy

By Harper Hunt | September 6, 2024 | 7 Comments

On this episode of the Intentional Investor, Matt Zeigler welcomes legendary investor and entrepreneur Jim O’Shaughnessy. Jim shares fascinating stories from his childhood, including memories of his influential grandfather, his early interest in magic, and how rejection shaped his mindset.

The discussion covers Jim’s journey into investing, his thoughts on education and critical thinking, and his experiences on Wall Street. Jim offers insights on topics like the power of journaling, the importance of empiricism, and his excitement for AI and new technologies.

The Intentional Investor #11: Eben Burr

By Harper Hunt | August 22, 2024 | 1 Comment

Join Matt Zeigler as he sits down with Eben Burr, a financial professional with a fascinating journey from the D.C. punk rock scene to the world of behavioral finance. Eben shares his unique perspective on investing, shaped by his diverse experiences in music, architecture, and finance.

Breaking News #27: When Common Knowledge Trumps Reality

By Harper Hunt | August 15, 2024 | 14 Comments

In the latest episode of Breaking News, we are joined by Epsilon Theory Co-Founder Rusty Guinn. We cover the latest developments in the 2024 election and explore how narratives are shaping the political landscape. We delve into the transition from Biden to Harris and examine the strategic implications and how it’s pushing us into what we’re calling our first “vibe election.” We also tackle the Fed’s independence and the potential for rate cuts, regardless of who wins. In our Tweet of the Week, we examine how AI-generated images and rapid narrative formation are changing political discourse, potentially disconnecting us from factual reality. We wrap up with a surprising deep dive into Chumbawamba, using their story to reflect on the importance of folk culture and being “more mid” in our increasingly polarized world.