ET Pro Geopolitical Conflict Monitor

The Mr. Beast Memo is a Guide to the Gen Z Workforce

By Kyla Scanlon | September 24, 2024 | 3 Comments

“Lots of people are like nooo it’s not the phones. It’s the phones. Come on.”

No one gets the Algorithm and the way Gen Z is trapped by it better than Kyla Scanlon.

Donald Trump and the Common Knowledge Game

By Ben Hunt | September 24, 2024 | 34 Comments

The question is not whether Trump will accept the election result if he loses. He won’t.

The question is whether a Missionary with actual power will join him.

The Maginot Line of Commercial Banking

By Ben Hunt | September 20, 2024 | 0 Comments

What we have today is maximum complacency around financial system risk because everyone always prepares for the last war.

We have built a Maginot Line against the big commercial banks failing, by requiring (arguably) crazy high capitalization levels against any risk-taking (i.e. loan-making) activity they might undertake. That’s tough for shareholders and management looking for return on equity, but from the government’s perspective … so what?

But there’s more to the financial system than the big banks, and there’s more to systemic risk mitigation than big bank capitalization ratios.

The ETF Market: A Zine

By Dave Nadig | September 17, 2024 | 3 Comments

ET contributor Dave Nadig is not only singlehandedly bringing back the zine, he’s using it to explain ETFs better than anyone!

Intentional Investor #13: Mike Green

By Harper Hunt | September 17, 2024 | 1 Comment

The Intentional Investor with Matt Ziegler welcomes Mike Green, a veteran investor and financial thinker. In this wide-ranging conversation, Green offers a candid look at his journey in the financial world, blending personal anecdotes with thoughtful analysis of markets and investing. His stories highlight the unpredictable nature of both markets and life, and the importance of continuous learning and adaptation.
This episode provides a fascinating glimpse into the mind of a seasoned investor, offering lessons applicable to both financial markets and life in general.

Why Am I Reading This Now? 09.16.24

By Harper Hunt | September 16, 2024 | 0 Comments

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

Intentional Investor #12: Jim O’Shaughnessy

By Harper Hunt | September 6, 2024 | 7 Comments

On this episode of the Intentional Investor, Matt Zeigler welcomes legendary investor and entrepreneur Jim O’Shaughnessy. Jim shares fascinating stories from his childhood, including memories of his influential grandfather, his early interest in magic, and how rejection shaped his mindset.

The discussion covers Jim’s journey into investing, his thoughts on education and critical thinking, and his experiences on Wall Street. Jim offers insights on topics like the power of journaling, the importance of empiricism, and his excitement for AI and new technologies.

The Intentional Investor #11: Eben Burr

By Harper Hunt | August 22, 2024 | 1 Comment

Join Matt Zeigler as he sits down with Eben Burr, a financial professional with a fascinating journey from the D.C. punk rock scene to the world of behavioral finance. Eben shares his unique perspective on investing, shaped by his diverse experiences in music, architecture, and finance.

Breaking News #27: When Common Knowledge Trumps Reality

By Harper Hunt | August 15, 2024 | 14 Comments

In the latest episode of Breaking News, we are joined by Epsilon Theory Co-Founder Rusty Guinn. We cover the latest developments in the 2024 election and explore how narratives are shaping the political landscape. We delve into the transition from Biden to Harris and examine the strategic implications and how it’s pushing us into what we’re calling our first “vibe election.” We also tackle the Fed’s independence and the potential for rate cuts, regardless of who wins. In our Tweet of the Week, we examine how AI-generated images and rapid Narrative formation are changing political discourse, potentially disconnecting us from factual reality. We wrap up with a surprising deep dive into Chumbawamba, using their story to reflect on the importance of folk culture and being “more mid” in our increasingly polarized world.

Metametastasis

By Rusty Guinn | August 13, 2024 | 13 Comments

We are all concerned about how Gen AI may untether us from reality.

We are not nearly concerned enough about how media will have the ability to do the same through mature social networks.