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ET Pro Geopolitical Conflict Monitor

Why Am I Reading This Now? 03.06.23

By Harper Hunt | March 6, 2023 | 0 Comments

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

AI R Us

By Ben Hunt | March 2, 2023 | 276 Comments

The scariest thing about large language model AIs isn’t their fundamental human-ness.

It’s the fundamental AI-ness of human intelligence.

Noseblind

By Rusty Guinn | March 1, 2023 | 23 Comments

The half-life of just about every major news story is one week.

Barring major new developments, practically nothing captures our attention beyond six.

So how do we stay focused on things that matter for much longer than that?

Why Am I Reading This Now? 02.27.23

By Harper Hunt | February 27, 2023 | 0 Comments

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

ODTE Is the New Black

By Ben Hunt | February 24, 2023 | 0 Comments

ODTE stands for zero days to expiry, and it’s the catch-all phrase for options that expire the same day they are written.

ODTEs are all the rage, prompting questions on Wall Street like “are ODTEs the tail that wags the market dog?” and “are ODTEs a ticking time bomb for markets?”.

My answer: yes, kinda, but not in the way you think.

They Fought the Gyre … and the Gyre Won

By Rusty Guinn | February 15, 2023 | 61 Comments

He Gets Us gets a lot right about our world today.

But there’s something important He Gets Us didn’t get.

Office Hours Recap 02/10/2023

By Harper Hunt | February 13, 2023 | 0 Comments

These are the major topics and ideas we discussed during the 02/10/2023 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.

Why Am I Reading This Now? 02.13.23

By Harper Hunt | February 13, 2023 | 0 Comments

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

Spidey Sense

By Ben Hunt | February 12, 2023 | 0 Comments

I’m 58 years old, and this is the greatest level of direct military confrontation between the world’s superpowers in my adult lifetime.

Narrative Stability, Hanging by a Thread

By Ben Hunt | February 8, 2023 | 0 Comments

“Narrative Stability, Hanging by a Thread” is a badly mixed metaphor, but it conveys exactly what we’re seeing in narrative-world these days.

We are in a market where we are one inflation shock or one jobs shock (like the one last Friday) from broadly reshaping the narrative landscape. But for now it’s steady as she goes.