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Thanks for joining us for the new and improved Office Hours experience. Be sure to share any comments or ideas (especially for our upcoming podcasts) in the Forum. https://vimeo.com/491616691…
Check out the January 19 Office Hours, where Ben and Rusty talk with you about the latest ET notes….
Check out our February 2021 Office Hours!…
Our March 2021 Office Hours. Talking about our latest notes and podcasts….
more than a little scary! The Primacy of Scale From Blackrock’s earnings announcement, AUM grew +40% for the year ended 3/31/21. Blackrock now has more than 9 TRILLION American dollars…
Honestly, I kinda like Chamath-the-CNBC-talking-head. He’s iconoclastic and smart. A little too much Ben Shapiro / college debate team-esque with the “if I talk really fast maybe you’ll just ignore…
The recording of the July 2021, Epsilon Theory webinar about The Narrative Machine. https://vimeo.com/580831638/0f4bba57a1…
that are associated with both generic and idiosyncratic narrative archetypes. In our first application of this new technology, we’ve identified what we call “the Big Four” generic narrative archetypes –…
connected taxes and spending is cut. Read the piece later, but for now just know that it outlines the enormous real and psychological impact of renouncing the most important macroeconomic…
fine, albeit unprofitable, hosted CRM service and built a world-class, incredibly well-compensated selling machine around it. The company was named “Salesforce” because that’s what it was! Benioff understood – way…
like to be on the email distro list for the private credit working group, please contact me at ben.hunt@epsilontheory.com. Transcript of call: Private Credit Call 01_26_23 Recording of call: https://youtu.be/8rXmVqdNTPk…
to differentiate price and create even more confidence in the common knowledge that Beckett promoted. In the end, once Beckett published that a card was worth a certain amount, transactions…
fiat news, but… According to the CRP website you reference (https://www.opensecrets.org/members-of-congress/industries?cid=N00030026&cycle=2018&type=C), Rep Luetkemeyer is in fact THE TOP recipient from the following industries in the 2017 – 2018 election cycle:…
a heretic for saying the wrong words. And speaking of the Nudging Oligarchy – Econ Talk had a fantastically scary episode on a possible future of AI powered nudging…. http://www.econtalk.org/amy-webb-on-artificial-intelligence-humanity-and-the-big-nine/…
can change our habits. We can change our processes. And we can change who we allow to hold us accountable. Everything else is really out of our conscious control. Rusty…
…forced to take bets on the outcome of their hunt. Ishpreet modi https://www.moneycontrol.com/news/business/ilfs-fallout-amfi-asks-sebi-to-allow-side-pocketing-in-debt-funds-3131741.html Few things in this article which i can decipher based on reading episilon theory: 1) Accounting rules…
understanding the world The Defense Advanced Research Project Agency (DARPA) has created a new program called KAIROS (Knowledge-directed Artificial Intelligence Reasoning Over Schemas) aimed at creating a machine learning system…
the same driving forces of most other tech advances since 2010: Ubiquitous handheld connected device App adoption Cheap sensors (inc. cameras) Cheap massive data storage Sophisticated statistical algorithms Leaps forward…
co-founder of Real Vision TV. It’s the day after the 2016 presidential election and time to explore how and why Trump won, what it might mean for markets, and where…
To Trial Against Newsmax This Month: Here’s Where It And Dominion’s Other Lawsuits Stand www.forbes.com Murdoch Succession Drama Will Play Out In Nevada Courtroom This Week—Here’s What’s At Stake www.forbes.com…