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.
The modern American system of higher education – especially its most prominent public and private universities – is less our Superman than our Homelander, a smiley-faced faux superhero who does The Man’s dirty work in exchange for wealth, privilege and … our cheers.
Recent major media stories that feel to us like they’re part of a larger Narrative campaign.
The Story of Adequate Liquidity doesn’t exist and shift on the margin. Instead, it exists in two states: it is normal, or it is broken. Once the threshold between these states is crossed, it is very hard to tell the old story. Sometimes impossible.
There is almost no price too high to keep that story from jumping over that threshold.
These are the major topics and ideas we discussed during the 01/06/2023 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 12/30/2022 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.
2022 was our ninth year of publishing Epsilon Theory. It was also our best.
We’re changing the way the world sees the invisible water in which we swim – narratives.
And we’re just getting started.
Recent major media stories that feel to us like they’re part of a larger Narrative campaign.
Covid is China’s Vietnam War, and the current outbreak is their Tet Offensive.
This is how Common Knowledge changes, as now everyone knows that everyone knows that the CCP is not just a liar, but an incompetent, failed liar.
These are the major topics and ideas we discussed during the 12/16/2022 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.
A webinar on recognizing and navigating the confidence games, big and small, of our investing world, and coming out the other side with our integrity and assets intact.
These are the major topics and ideas we discussed during the 12/09/2022 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.
Recent major media stories that feel to us like they’re part of a larger Narrative campaign.
There is a true story of free market capitalism. It is one of humanity’s greatest and most important stories.
There is also a myth of free market capitalism. It is one of humanity’s most manipulated stories.
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 11/18/2022 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.