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Before You Fly The Nest: Advice for kids heading to college

By Brent Donnelly | August 5, 2022 | 4 Comments
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Brent Donnelly is a senior risk-taker and FX market maker, and has been trading foreign exchange since 1995. His latest book, Alpha Trader, was published last summer to…

Sauron Remains Undefeated

By Ben Hunt | August 25, 2022 | 51 Comments
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I’m delighted to co-author this note with my friend Brent Donnelly, president of Spectra Markets and FX trader extraordinaire. Brent is a senior risk-taker and FX market…

Cursed Knowledge #12: Resurrectionists

By Harper Hunt | August 24, 2022 | 1 Comment
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The Epsilon Theory podcast is free for everyone to access. You can grab the mp3 file below, or you can subscribe at: Cursed Knowledge is our latest…

Cursed Knowledge #13: Subverting Censorship

By Harper Hunt | September 20, 2022 | 8 Comments
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The Epsilon Theory podcast is free for everyone to access. You can grab the mp3 file below, or you can subscribe at: Cursed Knowledge is our latest…

Monetary Policy is Non-Linear

By Ben Hunt | September 22, 2022 | 137 Comments
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…outright depression. Just in time for the 2024 election. Monetary policy is not just non-linear in its relationship to inflation. Monetary policy is also non-linear in its impact on society….

Hodor

By Rusty Guinn | January 10, 2023 | 39 Comments
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Hodor. Source: Hodor. There are a lot of ways to steer a story. If you are a central banker who wants to influence how investors process current…

Derivative Hoops

By Hubie Brownstone | June 20, 2023 | 4 Comments
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Hubie Brownstone has more than a decade of experience in and around the NBA, and is contributing to Epsilon Theory pseudonymously. As with all of our guest…

Fostering Reality in an Unreal World

By Brent Donnelly | July 5, 2023 | 1 Comment
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Brent Donnelly is president of Spectra Markets and is a veteran FX trader and market maker. His latest book, Alpha Trader, was published last summer to great acclaim…

Men of God in the City of Man

By Harper Hunt | July 13, 2023 | Comments Off on Men of God in the City of Man

Men of God in the City of Man Men of God in the City of Man is a nine part series about a Narrative virus that infected…

Why Am I Reading This Now? 07.24.23

By Harper Hunt | July 24, 2023 | 0 Comments
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about which Republicans can challenge Trump | CNN Politics www.cnn.com Extreme Heat Shows the Need for Another Kind of Climate Investment www.nytimes.com What would happen if we stopped fishing? www.bbc.com…

Why Am I Reading This Now? 07.31.23

By Harper Hunt | July 31, 2023 | 0 Comments
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defendant www.washingtonpost.com 3 reasons the US might actually fix inflation without a recession www.vox.com Election disinformation campaigns targeted voters of color in 2020. Experts expect 2024 to be worse. www.politico.com…

Why Am I Reading This Now? 08.07.23

By Harper Hunt | August 7, 2023 | 0 Comments
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Recent major media stories that feel to us like they’re part of a larger Narrative campaign. Ex-Biden official’s lawsuit against Fox echoes case that led to big settlement www.npr.org The…

Cursed Knowledge #17: Frances Ethel Gumm and the Wizard of Oz

By Harper Hunt | August 10, 2023 | 1 Comment
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Cursed Knowledge is free for everyone to access. You can grab the mp3 file below, or you can subscribe at: Cursed Knowledge is our podcast that explores…

Why Am I Reading This Now? 08.14.23

By Harper Hunt | August 16, 2023 | 0 Comments
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www.barrons.com Trump may be indicted in Georgia. But 2020 still casts a shadow over its elections www.usatoday.com Opinion | Why Haven’t We Made It Safer to Breathe in Classrooms? www.nytimes.com…

Why Am I Reading This Now? 08.21.23

By Harper Hunt | August 21, 2023 | 0 Comments
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www.nytimes.com Rupert Murdoch Urged Glenn Youngkin To Run For President Against Trump, Report Says www.forbes.com GOP presidential candidates prepare for first debate with or without Trump | CNN Politics www.cnn.com…

Inflation in the Twenty-First Century: Unintended Consequences

By Kevin Coldiron | September 1, 2023 | 37 Comments
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…banks stepped in, providing enough of their own liquidity to restore this fragile balance. Last week I wrote about how the forces driving the deflationary plate are reversing, creating the…

Cursed Knowledge #18: The Bone Wars

By Harper Hunt | August 24, 2023 | 5 Comments
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Cursed Knowledge is free for everyone to access. You can grab the mp3 file below, or you can subscribe at: Cursed Knowledge is our podcast that explores…

Why Am I Reading This Now? 08.28.23

By Harper Hunt | August 28, 2023 | 0 Comments
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for Hearts and Minds www.nytimes.com Rupert Murdoch Urged Glenn Youngkin To Run For President Against Trump, Report Says www.newsweek.com Will Politicians Ban Their Best Way of Reaching Young Voters? www.politico.com…

Cursed Knowledge #19: The Snappiest Place on Earth

By Harper Hunt | September 7, 2023 | 2 Comments
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Cursed Knowledge is free for everyone to access. You can grab the mp3 file below, or you can subscribe at: Cursed Knowledge is our podcast that explores…

Why Am I Reading This Now? 09.04.23

By Harper Hunt | September 8, 2023 | 0 Comments
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Inequality, Some Conservatives Redraw Economic Blueprint www.nytimes.com The growing global movement to restrain house prices www.economist.com Trump’s big lead: Among nonvoters, many agree with him that elections are rigged www.usatoday.com…