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Death in the Afternoon

By Ben Hunt | August 22, 2018 | 0 Comments
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good!”, but I didn’t do a full inspection. I didn’t crack open the hive and check for myself the combs and the brood pattern and the honey production. I didn’t…

Lehman and the Meta-Game of Trading

By Ben Hunt | September 15, 2018 | 0 Comments
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think it’s the most important game theoretic concept to master if you want to have a successful career in financial services. Or a successful career in anything, really. But what…

The Chinese Panoptistate

By Ben Hunt | September 25, 2018 | 0 Comments
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lifetime of social activism. A Panopticon has a large circular watchtower in the middle of a larger circle of cells or offices or classrooms or whatever functional task space is…

Hodor

By Rusty Guinn | January 10, 2023 | 39 Comments
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clients in offices, golf courses and restaurants across the country. For any professional investor who isn’t a complete sociopath, these thoughts can and should occupy your mind, regardless of what…

Derivative Hoops

By Hubie Brownstone | June 20, 2023 | 4 Comments
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games which get so much focus encompass around 85 games per season compared to 1,230 regular season contests – an increasing focus on these basketball-adjacent products risks steep decline in…

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 how narratives, for…

Cursed Knowledge #22: The Narrative of Reality TV

By Harper Hunt | October 20, 2023 | 3 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 how narratives, for…

An Ice Bucket Dilemma

By Ben Hunt | August 25, 2014 | 0 Comments
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“ice bucket challenge,” and I thought it might be interesting to recast a classic game theory construct – The Prisoner’s Dilemma – in ice bucket terms. So I enlisted my…

Mailbag: Mind the Gap!

By Ben Hunt | September 9, 2018 | 0 Comments
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today the Financial Asset Bubble – that have made us (temporarily) richer than our economy grows. Here’s the chart since 1992, which shows the bubble blowing more clearly. Both data…

You Are What Your Record Says You Are

By Ben Hunt | November 3, 2018 | 11 Comments
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in turn, produces our record. However, we don’t “own” (or have much control over) how these actions are perceived by others. The historical documentation of your actions, through the lens…

Infrastructure Week!

By Ben Hunt | November 9, 2018 | 8 Comments
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preached. Benefits once received are very difficult to suspend. Therefore, after some longer period of time than we expect, the flash point will come. Besides looking for companies with sufficient…

Inside the Skinner Box

By Rusty Guinn | December 3, 2018 | 8 Comments
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the Skinner Box almost seems unnecessary. And it would be, except for two things: companies DO have a lot more access to our data, and companies have far more tools…

The Dog That Didn’t Bark

By Ben Hunt | December 7, 2018 | 5 Comments
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Ed. Note: we are thrilled to announce the launch of Epsilon Theory Professional Service, where financial advisors and investment professionals can tap directly into our Narrative Machine market research and…

ET Live @ 2PM ET 12.11.2018

By Rusty Guinn | December 10, 2018 | Comments Off on ET Live @ 2PM ET 12.11.2018
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Technology willing, we will be live at 2PM on Tuesday, December 11, 2018 Premium subscribers can access the live feed and chat here If you aren’t yet a subscriber, now…

Office Hours – 12.11.2018

By Rusty Guinn | December 11, 2018 | 15 Comments
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company unique our particular Holy City. How oldvirginiacentric of me. Even though they weren’t local I bet they never bought back and stock … maybe Charles himself went down with…

Common Knowledge or Fortune?

By Rusty Guinn | December 14, 2018 | 6 Comments
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common knowledge exerts significant influence on how markets arrive at and establish prices. Strong credentialing effects permit the existence of missionaries to influence and, at times, direct that common knowledge….

What Gang Aft Agley

By Rusty Guinn | January 19, 2019 | 1 Comment
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just squeezing every possible commercial term we can out of the negotiation process, we will do much better by understanding not only explicit financial incentives, but the implicit incentives embedded…

Pricing Power (pt. 2) – Intellectual Property

By Ben Hunt | February 6, 2019 | 1 Comment
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offices”, which is the accepted euphemism for “shutting down because I can’t support my operational cost structure on the back of the few loyal investors who are  committed to our…

ET Live – 2.19.19

By Rusty Guinn | February 19, 2019 | Comments Off on ET Live – 2.19.19
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back with a third edition of ET Live! On the docket for this session: MMT and the Zeitgeist that brought it to the forefront of our political and economic discussions….

The Zeitgeist | 3.5.2019

By Ben Hunt | March 5, 2019 | 5 Comments
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not a list of best articles or articles we think are most interesting … often far from it. But for whatever reason these are articles that are representative of some sort of chord that has been struck in Narrative-world. I’m channeling my inner MST3K with the comments here. Premium