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The Recipe for Agent Orange – The Projection Racket, Pt. 3

By Rusty Guinn | December 1, 2022 | 27 Comments
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This is Part 3 of The Projection Racket, a series of notes detailing the civic arguments underlying a movement to both (1) make our lives less dependent…

ET Podcast #5 – Gnostic Nationalism

By Ben Hunt | February 16, 2021 | Comments Off on ET Podcast #5 – Gnostic Nationalism
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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: Spotify: https://open.spotify.com/show/3ZXOnreiGGiUtuGHzbin6d Apple:  https://podcasts.apple.com/us/podcast/epsilon-theory-podcast/id1107682538 Every political…

A Change in the Water

By Ben Hunt | March 3, 2021 | 3 Comments
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To receive a free full-text email of  The Zeitgeist  whenever we publish to the website,  please sign up here . You’ll get two or three of these…

What Do We Need To Be True?

By Rusty Guinn | April 6, 2021 | 44 Comments
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Source:  Cnes2021, Distribution Airbus DS There are these two young fish swimming along and they happen to meet an older fish swimming the other way, who nods…

A Tiger Can’t Change Its Stripes

By Ben Hunt | March 30, 2021 | 32 Comments
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Oh, wait. That’s not a tiger. That’s a Raccoon. In Epsilon Theory-speak, a raccoon is a financial scammer, a fraud. Raccoons are everywhere in the investment world….

Manheim Steamroller

By Rusty Guinn | April 26, 2021 | 16 Comments
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I’m fed up with all this reading! You’re a Wormwood, you start acting like one! Now sit up and look at the TV. Matilda (1996) A couple weekends ago I…

The Martingale Market

By Ben Hunt | May 4, 2021 | 0 Comments
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Before I jump into a discussion of this month’s Narrative Monitors, I want to give you a brief update on our research efforts, which I’ll present around…

Wage Inflation Isn’t Coming. It’s Already Here.

By Ben Hunt | May 12, 2021 | 37 Comments
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George Soros has a great line that we’ve used a lot in Epsilon Theory notes. When he was asked how he could possibly have predicted what would…

A Working Narrative

By Rusty Guinn | June 7, 2021 | 12 Comments
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Source: Reddit, Work Chronicles Since the early days of the COVID-19 pandemic, debates about the future of work have been a fixture of the zeitgeist. In the…

Cursed Knowledge #1: The Fast Saga

By Harper Hunt | June 21, 2021 | 11 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…

Enemies Real and Imagined

By Rusty Guinn | July 21, 2021 | 11 Comments
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Today I want to share three things I think I know based on what Radiant, our platform for analyzing the prevalence of various narratives in markets, has…

Cursed Knowledge #3: The Molassacre

By Harper Hunt | July 26, 2021 | 4 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…

ET Podcast #13 – Wanting

By Ben Hunt | August 17, 2021 | 2 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: Epsilon Theory · Epsilon Theory…

Prophet of the Pandemic

By Luke Burgis | August 26, 2021 | 14 Comments
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Luke Burgis wrote a book that I think is really good. It’s called Wanting: The Power of Mimetic Desire in Everyday Life, and we recorded a podcast…

Cursed Knowledge #5: Hot Coffee

By Harper Hunt | September 2, 2021 | 0 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…

Cursed Knowledge #6: F*ck Almonds

By Harper Hunt | November 16, 2021 | 0 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…

Cursed Knowledge #8: Bad Publicity

By Harper Hunt | February 7, 2022 | 0 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…

The Reckless Driver! TM Narrative

By Charles Marohn | February 21, 2022 | 15 Comments
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Charles Marohn is the founder and president of Strong Towns, an organization that leads and supports the sort of bottom-up community-strengthening action we advocate here at Epsilon…

How to Succeed as a Sell Side Trader

By Brent Donnelly | June 27, 2022 | 2 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…

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

By Brent Donnelly | August 5, 2022 | 5 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…