ET Pro Geopolitical Conflict Monitor

Intentional Investor #17: Jared Dillian

By Harper Hunt | November 12, 2024 | 3 Comments

In this episode of The Intentional Investor, host Matt Zeigler sits down with Jared Dillian – former Lehman Brothers trader, acclaimed newsletter writer, and author – for a captivating conversation about the unexpected paths that shape a life’s work. From his early days as a Coast Guard officer to becoming a Wall Street trader, and ultimately finding his voice as a writer, Dillian shares candid insights about his journey.

Shadow Banking and the Next Financial Crisis

By Ben Hunt | November 11, 2024 | 0 Comments

Structure of Financial Crisis (the bonfire)
Necessary Conditions of Crisis (the kindling)
Catalysts of Crisis (the match)
So What Do We Do About It?

Why Am I Reading This Now? 11.11.24

By Harper Hunt | November 11, 2024 | 0 Comments

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

Walking Phnom Penh

By Chris Arnade | November 7, 2024 | 0 Comments

Phnom Penh is a young city chock full of kids. They are everywhere, and they bring a positive energy, warmth, and joy that no amount of adult diversions — no amount of bars, casinos, exceptional cuisine, and museums — can replicate, because nothing warms the heart like a big smile from a tiny face.

Why Am I Reading This Now? 11.04.24

By Harper Hunt | November 4, 2024 | 0 Comments

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

I, Nazgûl

By Rusty Guinn | November 3, 2024 | 10 Comments

Being clear-eyed and full-hearted doesn’t mean being passive, weak, or silent.

It means resisting every effort to supplant our autonomy of mind with symbols of identity, no matter the source.

Intentional Investor #16: Remi Tetot

By Harper Hunt | October 29, 2024 | 1 Comment

Join host Matt Ziegler as he sits down with Remy Tetot, the mind behind The Mad King newsletter and former co-founder of Real Vision, for a fascinating journey through the intersection of technology, finance, and personal growth. From washing dishes in Spain to revolutionizing financial media with Real Vision, Remy shares his remarkable story of constant reinvention. Learn how he transformed from a self-taught coder into a macro analyst under Raoul Pal’s mentorship, helped build Real Vision from the ground up, and navigated both spectacular successes and humbling failures in the crypto markets.

Why Am I Reading This Now? 10.21.24

By Harper Hunt | October 25, 2024 | 0 Comments

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

Apocalypse Always

By Rusty Guinn | October 25, 2024 | 10 Comments

Extreme language during election season isn’t anything new.

But this time it really is different. Our response must be different, too.

The Open Window

By Rusty Guinn | October 21, 2024 | 30 Comments

Creating two tightly bounded political extremes is NOT opening the Overton Window.

It just adds a second, equally closed window behind which all of our worst ideas can and will fester.