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ET Pro Regulation Monitor

The Intentional Investor #27: Daryl Fairweather

By Harper Hunt | April 16, 2025 | 1 Comment

Join Matt Zeigler on The Intentional Investor podcast as he interviews Daryl Fairweather, Chief Economist at Redfin and author of the new book “Hate the Game: Economic Cheat Codes for Life, Love, and Work.” In this engaging conversation, Daryl shares her journey from MIT to the University of Chicago, her experiences navigating corporate America, and how she applies economic principles to everyday life decisions. With her unique background spanning academia, tech, and real estate, Daryl offers fascinating insights on using economic frameworks to understand human behavior and make better decisions.

Scoreboard

By Rusty Guinn | April 15, 2025 | 7 Comments

We live in a world awash with Narrative.

It’s worth celebrating those rare moments where a man gets to thumb his nose at those narratives, point to the sky, and say “Scoreboard.”

Epsilon Theory Professional Storyboards

By Ben Hunt | April 11, 2025 | 0 Comments

Storyboards are an Epsilon Theory exclusive research product where we go beyond sentiment to explore the meaning of the stories being told about markets, events,…

I Broke the Dam

By Rusty Guinn | April 10, 2025 | 7 Comments

Some want us to believe that the narratives that shape belief are universally promoted from the top down.

That hasn’t been true for a long time.

Crashing the Car of Pax Americana

By Ben Hunt | April 7, 2025 | 85 Comments

I am desperately opposed to crashing the Pax Americana car, Annie Hall style, because the America First system that this Administration wants as a replacement is not a stable system that is possible as a replacement.

Narrative Shopping

By Rusty Guinn | April 3, 2025 | 24 Comments

The Trump administration has flipped between a half dozen distinct narratives telling us what these tariffs are really about.

Why? Because they needed to wrap the truth in a better story. Time to go Narrative Shopping.

What Happens When the United States is Just Another Country

By Ben Hunt | April 2, 2025 | 0 Comments

I’ve got some ideas on what a model portfolio looks like to manage both the exit from the old regime and the entrance into the new, and I’d like to talk about that in a webinar for Professional subscribers on Friday, April 11th at 11a EST: What Happens When the United States is Just Another Country?

The Intentional Investor #26: Danika Waddell

By Harper Hunt | April 2, 2025 | 0 Comments

Join host Matt Zeigler as he interviews Danika Waddell, founder of Xena Financial Planning, in this engaging conversation about career pivots, financial independence, and creating a more inclusive financial services industry. Danika shares her journey from accounting to launching her own financial planning firm during the pandemic, and how her personal experiences shaped her mission to help women in tech achieve financial independence.

The Prisoners Dilemma Portfolio

By Ben Hunt | March 24, 2025 | 0 Comments

Every strategic interaction that the United States government participates in, both domestically and internationally, is transforming from a Coordination Game to a Competition Game.

Why Am I Reading This Now? 03.24.24

By Harper Hunt | March 24, 2025 | 0 Comments

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