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ET Pro Regulation Monitor

Semantic Factorization Demo for Epsilon Theory Professional

By Harper Hunt | February 4, 2025 | 0 Comments

Background and demonstration of Second Foundation Partners’ new semantic factorization technology, where we identify at scale and speed the underlying themes, stories and Narrative archetypes of news media.

Fast and Furious

By Ben Hunt | February 3, 2025 | 0 Comments

We’ve analyzed DeepSeek narratives in global news media over the past week to evaluate how they’re evolving. What started as a dominant narrative focused on “AI tech fundamentals” went quickly to “impact on Nvidia” and over the last few days has started to transition to “national security threat”.

DeepFreak

By Rusty Guinn | February 2, 2025 | 25 Comments

In seven days, a narrative about AI tech technology became a narrative about what it meant for chip manufacturers, which because a narrative about national security.

One-Shot

By Ben Hunt | January 26, 2025 | 0 Comments

In Meme-world and videogames and pop culture, you ‘one-shot’ an opponent when you kill him with a single, devastating attack. Everyone is all set for an epic, protracted battle and then WHAM! … you decapitate the monster with one swing of your vorpal blade.

DeepSeek one-shotted the entire mega-tech world this week, and I figure compressed S&P 500 multiples by … 3 or 4 turns?

The Intentional Investor #21: Corey Hoffstein

By Harper Hunt | January 21, 2025 | 2 Comments

Join Matt Zeigler as he sits down with Corey Hoffstein, a successful entrepreneur and financial innovator, for a candid conversation about his remarkable journey from video game programmer to financial pioneer. In this wide-ranging discussion, Corey shares the story of his career trajectory – from teaching himself programming at age 12 to founding Newfound Research and developing groundbreaking investment strategies.

A Death in the Family

By Ben Hunt | January 20, 2025 | 75 Comments

Today I know that the meaning of the American Presidency is dead, and like the loss of a beloved family matriarch it’s a loss I’ll never get over. I know that I have to accept it, but I’ll never get over it. And right now I’m still pretty angry at ALL of them.

Why Am I Reading This Now? 01.13.24

By Harper Hunt | January 13, 2025 | 0 Comments

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

The Intentional Investor #20: Dr. Preston Cherry

By Harper Hunt | January 7, 2025 | 1 Comment

Join host Matt Zeigler as he sits down with Dr. Preston Cherry, founder and CEO of Concurrent Wealth Management and author of “Wealth in the Key of Life.” From his father’s treasured vinyl collection to transformative “fog years,” Dr. Cherry shares his journey of discovering the deep connections between music, money, and meaning.

The Four Horsemen of the Great Ravine, Part 1

By Ben Hunt | January 6, 2025 | 22 Comments

Every so often, things fall apart.

In the words of those who lived it, here are the vibes and the semantic signatures of the twentieth century’s most devastating social collapses.

From the meaning in their words, wisdom for our future emerges.

Why Am I Reading This Now? 01.06.24

By Harper Hunt | January 6, 2025 | 0 Comments

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