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.

The Launch of FiatNews.com

By Rusty Guinn | July 6, 2023 | 0 Comments

Today we announce the beta launch of FiatNews.com, an Epsilon Theory sub-site devoted to the measurement of opinion content in news.

Our goal? Giving citizens the ability to know when they’re being told how to think.

Fostering Reality in an Unreal World

By Brent Donnelly | July 5, 2023 | 1 Comment

ET contributor Brent Donnelly captures the spirit and the content of our Epsilon Connect conference better than anything we could have done ourselves. Plus you get the slides from our presentations!

Men of God in the City of Man, Part 3: Memetics

By Rusty Guinn | July 5, 2023 | 154 Comments

In the same way that genetics governs how physical viruses reproduce within a host, memetics governs how Narrative viruses reproduce within a culture.

And the memes which govern our narrative virus are powerful.

Derivative Hoops

By Hubie Brownstone | June 20, 2023 | 4 Comments

A synthetic basketball lasted only one year (2007-2008) in the NBA.

But Synthetic Basketball? Oh, that’s here to stay.

When The Best Conference Speaker Is Your Uber Driver (Epsilon Connect 2023 Notes)

By Matt Zeigler | June 15, 2023 | 16 Comments

The best speaker at Epsilon Connect 2023 was my Uber driver.

Buckle up, honeys.

The United States of Bed Bath & Beyond

By Ben Hunt | May 16, 2023 | 86 Comments

A grown man made a wager. He lost. He made another wager. He lost again. End of story.
– Tony Soprano

This is the story of weak men and rapacious men.
This is the story of Bed Bath & Beyond.
This is the story of America today.

Trading is a lot like Poker

By Brent Donnelly | May 16, 2023 | 1 Comment

With the passing of Doyle Brunson, it’s a good day to compare poker to trading.

An AI in the City of God

By Ben Hunt | April 11, 2023 | 205 Comments

The City of Man always wins.

The Visigoths always sack Rome. The Vandals always sack Hippo. Augustine always dies in the siege. Bad things always happen to good people … at scale.

Here’s how we use generative AI to flip the script.

Dedollarization is Not a Thing

By Brent Donnelly | March 31, 2023 | 37 Comments

People like to throw around the phrase “gradually, then suddenly” as a witty rejoinder to suggest a dedollarization of the world is a nonlinear process that will unfold any day now. That only sounds smart when Hemingway says it.

There is no structural dollar depreciation or dedollarization story. Global usage of the USD is stable and changes in the value of the USD are cyclical.

Office Hours Recap 03/24/2023

By Harper Hunt | March 28, 2023 | 2 Comments

These are the major topics and ideas we discussed during the 03/24/2023 Office Hours as well as some of the biggest takeaways. If you have something you want to add to the conversation, let us know in the comments and join us next time.

Office Hours Recap 03/17/2023

By Harper Hunt | March 20, 2023 | 0 Comments

These are the major topics and ideas we discussed during the 03/17/2023 Office Hours as well as some of the biggest takeaways. If you have something you want to add to the conversation, let us know in the comments and join us next time.

Dark Forest: The Brutal Game of Modern Banking

By Ben Hunt | March 17, 2023 | 97 Comments

I think that the Big Banks’ collective deposit of $30 billion in uninsured accounts with First Republic is the first step in solving the Dark Forest problem of the American banking system.

Office Hours Recap 03/10/2023

By Harper Hunt | March 14, 2023 | 0 Comments

These are the major topics and ideas we discussed during the 03/10/2023 Office Hours as well as some of the biggest takeaways. If you have something you want to add to the conversation, let us know in the comments and join us next time.

Office Hours Recap 03/03/2023

By Harper Hunt | March 6, 2023 | 0 Comments

These are the major topics and ideas we discussed during the 03/03/2023 Office Hours as well as some of the biggest takeaways. If you have something you want to add to the conversation, let us know in the comments and join us next time.

AI R Us

By Ben Hunt | March 2, 2023 | 276 Comments

The scariest thing about large language model AIs isn’t their fundamental human-ness.

It’s the fundamental AI-ness of human intelligence.

Noseblind

By Rusty Guinn | March 1, 2023 | 23 Comments

The half-life of just about every major news story is one week.

Barring major new developments, practically nothing captures our attention beyond six.

So how do we stay focused on things that matter for much longer than that?

They Fought the Gyre … and the Gyre Won

By Rusty Guinn | February 15, 2023 | 61 Comments

He Gets Us gets a lot right about our world today.

But there’s something important He Gets Us didn’t get.

Office Hours Recap 02/10/2023

By Harper Hunt | February 13, 2023 | 0 Comments

These are the major topics and ideas we discussed during the 02/10/2023 Office Hours as well as some of the biggest takeaways. If you have something you want to add to the conversation, let us know in the comments and join us next time.

Office Hours Recap 02/03/2023

By Harper Hunt | February 6, 2023 | 0 Comments

These are the major topics and ideas we discussed during the 02/03/2023 Office Hours as well as some of the biggest takeaways. If you have something you want to add to the conversation, let us know in the comments and join us next time.

Office Hours Recap 01/27/2023

By Harper Hunt | January 30, 2023 | 0 Comments

These are the major topics and ideas we discussed during the 01/27/2023 Office Hours as well as some of the biggest takeaways. If you have something you want to add to the conversation, let us know in the comments and join us next time.