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ET Pro Geopolitical Conflict Monitor

Cursed Knowledge #20: Airbnb

By Harper Hunt | September 21, 2023 | 3 Comments

Airbnb has reshaped how we travel and disrupted the hotel industry. But most of the stories from both guests and hosts reveal nothing but disasters. So what’s really going on? What’s the real story of Airbnb?

Why Am I Reading This Now? 09.18.23

By Harper Hunt | September 18, 2023 | 0 Comments

Recent major media stories that feel to us like they’re part of a larger Narrative campaign.

The Ghost of Arthur Burns

By Ben Hunt | September 14, 2023 | 0 Comments

In narrative-world, we have now redefined core CPI to not only exclude food and energy prices directly, but also indirectly. If airfares went up in-line with or ‘because of’ rising fuel prices, then obviously we need to ‘adjust’ those airfare readings for a ‘true’ core CPI, right?

The ghost of Arthur Burns haunts us still.

Breaking News #4: From Ross Perot to RFK Jr – The Evolving Narratives of Political Entrepreneurs

By Harper Hunt | September 14, 2023 | 18 Comments

In this episode, we take a deep dive into the tactics and tools used by upstart political entrepreneurs. Our political system is setup to heavily favor incumbents and candidates that are part of the political establishment. This presents an exceptionally difficult challenge for candidates who come from outside of that system. But social media and technology have given upstart candidates more tools at their disposal than they have ever had in history. And they are using them to both gain our votes and influence our opinions. We discuss how they do that and how all of us can maintain Clear Eyes and Full Hearts in the midst of their influence.

Inflation in the Twenty-First Century: A Circular Flow No Longer

By Kevin Coldiron | September 12, 2023 | 15 Comments

The flow of dollars between the US and China is no longer circular, and that has enormous implications for how the US finances its budget deficits.

New from ET contributor Kevin Coldiron!

Why Am I Reading This Now? 09.11.23

By Harper Hunt | September 11, 2023 | 0 Comments

Recent major media stories that feel to us like they’re part of a larger Narrative campaign.

Why Am I Reading This Now? 09.04.23

By Harper Hunt | September 8, 2023 | 0 Comments

Recent major media stories that feel to us like they’re part of a larger Narrative campaign.

Cursed Knowledge #19: The Snappiest Place on Earth

By Harper Hunt | September 7, 2023 | 2 Comments

We live in a very safe world. And we’ve worked hard to make it safe. But sometimes we take that safety for granted. And sometimes we think that safety applies even when it really really doesn’t.

“Decoupling”

By Ben Hunt | September 7, 2023 | 0 Comments

The latest narrative development I’m seeing is that the US economy has “decoupled” from the other Big Three economies: China, Germany and Japan, and that has a couple of important implications for market-world, I think.

The Time I Got A High School Paper Extension In A Bar: The Fourth Turning (But Not In The Way You Think)

By Matt Zeigler | September 6, 2023 | 24 Comments

Wanna guess what book both Steve Bannon and Al Gore handed out to members of Congress?

ET contributor Matt Zeigler knows it was “The Fourth Turning”, and he’s got a thing or two to say about generational theory.