If you’re like me, you’ve been put off from digging deeper into DeFi by the terrible signal-to-noise ratio of anything crypto-related on the interwebs. That’s why I found this DeFi primer (using Maker DAO as a specific example) by ET contributor and banking analyst Marc Rubinstein to be so fantastic.
Recent major media stories that feel to us like they’re part of a larger narrative campaign.
Recent major media stories that feel to us like they’re part of a larger narrative campaign.
Recent major media stories that feel to us like they’re part of a larger narrative campaign.
Recent major media stories that feel to us like they’re part of a larger narrative campaign.
Recent major media stories that feel to us like they’re part of a larger narrative campaign.
Modeling Common Knowledge by analyzing Missionary statements and their reverberations works. Except when it doesn’t.
What do you get when you give a Raccoon billions of dollars AND invisibility from regulators? Collusion and insider trading.
Most of us are under the impression that a protracted conflict within China will increase national unity. Not this time.
Recent Notes
The Intentional Investor #24: Ben Hunt
In this profound follow-up conversation, Matt Zeigler welcomes back Ben Hunt to explore the evolution of Hunt’s writing and worldview. Beginning with reflections on their childhood relationships with religion and storytelling, the discussion moves into Hunt’s journey with Epsilon Theory – from its market-focused origins to his current philosophical crossroads.
The Intentional Investor #23: Kevin Muir
Kevin Muir, author of the Macro Tourist newsletter and a seasoned trader, joins The Intentional Investor for a fascinating conversation that weaves together trading, life lessons, and Canadian culture. From his early days mastering Monopoly statistics to pioneering computer-driven trading strategies at RBC in the 1990s, Kevin shares candid stories about finding his path in finance.
Kevin discusses growing up as the older brother of a professional hockey player, his journey from discount brokerage manager to institutional trading desk, and how becoming a father changed his perspective on risk and career. He offers unique insights into market psychology, friendship, and the importance of finding work you genuinely love.
It Was Never Going To Be Me
The Road to Serfdom is not an endless road, but its path and duration, what I call the Great Ravine, is not up to us to choose. While we walk this road the only thing we can save is our souls, and we do it with one simple sentence: It was never going to be me.
The Intentional Investor #22: Eric Markowitz
In this engaging episode of The Intentional Investor, host Matt Ziegler interviews Eric Markowitz, exploring his fascinating journey from investigative journalism to investment research. The conversation weaves through Eric’s formative years, professional evolution, and life-changing experiences, offering valuable insights into the intersection of media, investing, and personal growth.
DeepFreak
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.
The Intentional Investor #21: Corey Hoffstein
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
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.
The Intentional Investor #20: Dr. Preston Cherry
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
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.
Data Engineer I
We’re looking for a Data Engineer to help build and maintain the data pipelines that power our AI-and NLP-driven narrative analysis platform. You’ll work with everything from structured financial data to unstructured news and social media content.
Business Analyst
Second Foundation Partners is looking for a Business Analyst to help us build tools that make sense of the world’s narratives using generative AI.
Digital Content Writer I
Second Foundation Partners needs a talented, passionate writer intrigued by the opportunity to bring data to life through engaging daily content about media, markets, and sports.
Chapter 6: The Possibility Engine
Humans evolved to acquire symbols as quickly as possible.
Language and storytelling evolved to be acquirable as easily as possible.
That’s why our tales spin us.
Chapter 5: The Axe that Never Was
Our brains evolved to tell stories before they evolved to speak.
This has fundamental implications for our susceptibility to communication in the networked age.
Chapter 4: Out of Eden
If we care about the influence of social networks on our minds, why are we talking about bipedalism and the 8 million year cycle of co-evolution it kicked off?
Because it defined how our young were parented, how we taught them, and what they were exposed to. Because it changed how our symbolic brains evolved.
Intentional Investor #19: Yuri Khodjamirian
Join host Matt Zeigler as he interviews Yuri Khodjamirian, Chief Investment Officer at Tema ETFs, in this captivating episode of The Intentional Investor. From his early years during the collapse of the Soviet Union to building innovative investment products today, Yuri shares his remarkable journey through the world of finance and entrepreneurship.
Chapter 3: Caliban’s Garden
Man’s road to becoming a storyteller began with a single step.
That step kicked off millions of years of co-evolution of the human brain, society, language – and our relationship with story.
Chapter 2: What is Story?
There are a lot of ways to define a “story.”
But to understand how story interacts with human consciousness requires us to be more specific.
Intentional Investor #18: Jason Buck
In this fascinating conversation, Matt Zeigler sits down with Jason Buck, co-founder of Mutiny Fund, to explore the unexpected intersections between entrepreneurship, risk management, and personal development. From selling mixtapes in rural Michigan to developing real estate in Charleston and ultimately founding an innovative investment firm, Jason’s journey challenges conventional wisdom about success and risk-taking.
Chapter 1: Overhearing Ourselves
Shakespeare invented the human by inventing a device which spoke the language of consciousness:
Story.