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ET Pro Geopolitical Conflict Monitor

Why Am I Reading This Now? 06.19.23

By Harper Hunt | June 20, 2023 | 0 Comments

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

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.

Why Am I Reading This Now? 06.12.23

By Harper Hunt | June 12, 2023 | 0 Comments

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

What Are We Even Doing?

By Ben Hunt | June 9, 2023 | 0 Comments

Over the past 14 years, Quality, Value and Skill have been useless in professional asset management.

They used to work. They don’t work any longer. But we all act as if they work.

What are we even doing?

Why Am I Reading This Now? 05.22.23

By Harper Hunt | May 22, 2023 | 0 Comments

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

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.

Why Am I Reading This Now? 05.15.23

By Harper Hunt | May 15, 2023 | 0 Comments

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

A Man’s Got To Know His Limitations

By Ben Hunt | May 9, 2023 | 0 Comments

I feel like Clint Eastwood has said the line “a man’s got to know his limitations” or something similar in every movie he’s ever appeared in, and we’ve got to know the limitations of our Narrative Monitors, too.

Why Am I Reading This Now? 05.08.23

By Harper Hunt | May 8, 2023 | 0 Comments

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