Epsilon Theory In Full
The soul of Epsilon Theory is our long-form content, a library of hundreds of pieces written by Ben, Rusty and others over the course of the last 5+ years. These are the print-and-take-home-for the weekend notes that made Epsilon Theory what it is today.
Recent major media stories that feel to us like they’re part of a larger Narrative campaign.
A synthetic basketball lasted only one year (2007-2008) in the NBA.
But Synthetic Basketball? Oh, that’s here to stay.
Recent major media stories that feel to us like they’re part of a larger Narrative campaign.
The best speaker at Epsilon Connect 2023 was my Uber driver.
Buckle up, honeys.
Recent major media stories that feel to us like they’re part of a larger Narrative campaign.
Recent major media stories that feel to us like they’re part of a larger Narrative campaign.
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.
With the passing of Doyle Brunson, it’s a good day to compare poker to trading.
Recent major media stories that feel to us like they’re part of a larger Narrative campaign.
Recent major media stories that feel to us like they’re part of a larger Narrative campaign.
Recent major media stories that feel to us like they’re part of a larger Narrative campaign.
Recent major media stories that feel to us like they’re part of a larger Narrative campaign.
Recent major media stories that feel to us like they’re part of a larger Narrative campaign.
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.
Recent major media stories that feel to us like they’re part of a larger Narrative campaign.
Recent major media stories that feel to us like they’re part of a larger Narrative campaign.
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.
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.
Recent major media stories that feel to us like they’re part of a larger Narrative campaign.
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.