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ET Pro Regulation Monitor

The Iranian Maginot Line

By Ben Hunt | October 7, 2024 | 0 Comments

I thought Israel was the country with the Maginot Line – in the form of the Iron Dome missile defense system – and that the Phony War would resolve into a non-Phony war if Iran were able to figure out a technologically unimagined way to flank that defensive line.

In truth, Iran was the country with the Maginot Line – in the form of proxy armies on Israel’s western and northern borders– and the Phony War has resolved into a non-Phony War as Israel figured out a technologically unimagined way to flank that defensive line.

Intentional Investor #14: Drew Dickson

By Harper Hunt | October 1, 2024 | 1 Comment

In this episode of The Intentional Investor, Matt Zeigler sits down with Drew Dickson, founder of Albert Bridge Capital. Drew shares his fascinating journey from self-proclaimed “world’s least focused student” to successful investor and writer. Drew’s journey illustrates the power of curiosity, relationships, and perseverance in building a meaningful career in finance. His story will inspire anyone looking to grow personally and professionally while navigating life’s ups and downs. This episode provides a fascinating glimpse into the mind of a seasoned investor, offering lessons applicable to both financial markets and life in general.

Generative AI is a Resurrection Machine

By Ben Hunt | October 1, 2024 | 139 Comments

Each of us has a unique story. A story that makes you you. A story that is the engine of your consciousness. A story that is your thread of life.

A story that today can be inferred from your words by generative AI and restored computationally, so that the thread of life remains uncut.

Everything is about to change.

Well, I’m Not AI (As A Strategy): WInAaaS!

By Matt Zeigler | September 30, 2024 | 0 Comments

We think it’s a human art vs. AI art problem, just like when my music friends and I thought it was an alternative vs. mainstream problem. The simple truth is, it’s a relationship-with-itself versus a relationship-with-yourself problem. 

The Contentapocalypse is Coming

By Scott Bradlee | September 30, 2024 | 9 Comments

AI is flooding our timelines with so much content that we won’t even find content very interesting anymore. It’s too much. Or, at least it will feel that way.

That’s when it will hit us; we don’t want this stuff at all. We don’t want content. We want art.

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.