All Epsilon Theory Content
Everything we have published at Epsilon Theory since 2013, an archive of more than 1,000 evergreen notes.
It’s possible to do good AND to do well. ET’s Neville Crawley interviews Lev Plaves, Senior Investment Manager at Kiva, on banking the unbankable – refugees and internally displaced populations.
Sometimes the dog that doesn’t bark gives as loud a warning as the dog that does. That was true for Sherlock Holmes, and it’s true for investors, too.
Just because something is true doesn’t mean that it can’t also be transformed into a Meme. That is, in fact, the usual outcome when an idea encounters resistance. But this isn’t a path to truth.
The market is not a clockwork machine, even though we all think it is. No, the market is a bonfire.
If you want to learn how you will be nudged in the future, look to the same places: Vegas and Video Games.
Fresh thoughts on the intersection of technology, freedom and decentralization.
ET’s Neville Crawley interviews Alex Gladstein, Chief Strategy Officer for the Human Rights Foundation (HRF).
What will it take to Burn The Oligarchy Down? Pics of a certain sort. Which is why “doctored” will be 2019’s Word of the Year.
In our November 2018 update to the Fiat News Index, we review some topics that media outlets are even happier than usual to tell us how to think about.
There are three reasons a person becomes a liar: he believes that he must, he believes that he may, or he believes it serves a Greater Truth.
In the Common Knowledge World, we lose the ability to distinguish between what we think and what we think we think. It’s Fiat Thought, and here’s how you beat it.
The emphasis of asset owners on private assets investments is meta-stable – robust to a lot of potential changes in market environment. The reason? The deals! meme.
Every idea has a story, but the story is not the idea. Stories are born, they live, and they die. But if the idea is powerful enough, it can find a new story and be reborn. Crypto must find a new story.
It’s an invitation to explore a joint research program, as described in TFA3. It’s an invitation to share ideas on liberty, resistance and technological advancement. It’s NOT an invitation to share ideas about money.
To our readers, to our supporters, to our engaged commenters, and to the people who have compared Epsilon Theory to drinking paint, a word: thanks.
It’s an old chess saying: “The easiest way to defeat a gambit is to refuse it.”
But that’s just the start of a successful metagame.
I don’t know what the Fed should do in December. But I do know how financial media (and Donald Trump) want you to think about what they should do in December.
“What do you mean you don’t make side orders of toast? You make sandwiches, don’t you?”
Bobby thinks he has lots of choices, but really he only has one.
We’re all Bobby today.
Take back your vote.
Take back your distance.
Take back your data.
How to make our way as citizens in a fallen world, with Clear Eyes and Full Hearts to make it better.
When something becomes as necessary, accepted and right-sounding as ‘process’, it can be tough to tell the difference between the Cartoon and the genuine article.