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Office Hours Recap 10/21/2022

By Harper Hunt | October 24, 2022 | 0 Comments
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centered around US mortgages. After the success of our UK pensions webinar and the many conversations we’ve had around the topic on Office Hours, Ben wanted to shift our focus…

Office Hours Recap 11/04/2022

By Harper Hunt | November 7, 2022 | 0 Comments
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Ben’s thoughts on markets, politics, and current events. Every Monday I post a brief recap of the previous OH. This is not a transcription of the call and doesn’t cover…

Office Hours Recap 11/11/2022

By Harper Hunt | November 14, 2022 | 0 Comments
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think we touched on everything. If you haven’t had a chance, read Ben’s latest note Stock Buybacks! and the Monetization of Stock Based Compensation. And join the conversations it’s sparking…

Office Hours Recap 11/18/2022

By Harper Hunt | November 21, 2022 | 0 Comments
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Ben’s thoughts on markets, politics, and current events. Every Monday I post a brief recap of the previous OH. This is not a transcription of the call and doesn’t cover…

Office Hours Recap 12/09/2022

By Harper Hunt | December 12, 2022 | 0 Comments
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Ben’s thoughts on markets, politics, and current events. Every Monday I post a brief recap of the previous OH. This is not a transcription of the call and doesn’t cover…

Office Hours Recap 12/16/2022

By Harper Hunt | December 19, 2022 | 0 Comments
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Ben’s thoughts on markets, politics, and current events. Every Monday I post a brief recap of the previous OH. This is not a transcription of the call and doesn’t cover…

Office Hours Recap 12/30/2022

By Harper Hunt | January 3, 2023 | 0 Comments
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Ben’s thoughts on markets, politics, and current events. Every Monday I post a brief recap of the previous OH. This is not a transcription of the call and doesn’t cover…

Office Hours Recap 03/10/2023

By Harper Hunt | March 14, 2023 | 0 Comments
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biggest takeaways. If you have something you want to add to the conversation, let us know in the comments and join us next time. Epsilon Connect Registration: Epsilon Connect is…

You Had A Stamp Collection?

By Ben Hunt | November 16, 2018 | 3 Comments
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long time ago. But my laggard interest in accumulating great wealth hasn’t led me to do anything much with it. Probably because my prospects for participating in vicious conflict have…

Children of Men

By Ben Hunt | May 21, 2020 | 2 Comments
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government support financial asset prices through direct fiscal expenditures permanently? Under these circumstances, I think our political and economic systems alike fall into national socialism. Into fascism. It’s the Children…

Send Lawyers, Guns and Money

By Ben Hunt | June 7, 2019 | 3 Comments
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Simons Chase Purchasing political cover is a key element of negative network effects -> Facebook’s Conduct Shows Not All Network Effects Are Positive https://www.lbs.co/blog/facebooks-conduct-shows-not-all-network-effect-are-positive Kpaz The swamp on digital steroids…….

Are You Sweet Talking Me?

By Ben Hunt | August 6, 2019 | 4 Comments
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meeting quickly turned into a confrontation, with Akbar al-Baker [Qatar Airways] calling the American CEOs ‘liars’ and President Trump hitting back.“ I mean … we’ve all been there, right? It’s…

Two Things I Think I Think

By Ben Hunt | August 26, 2019 | 1 Comment
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world of software development, rather I’m talking about legacy businesses, the GEs/GMs, Procter & Gambles or Bank of Americas’. Companies born in a different era with corporate hierarchies, communication structures…

Scapegoating the Zeitgeist

By Ben Hunt | October 2, 2020 | 5 Comments
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investors in shale companies, but a pretty good few years for shale company CEOs. The leaders of U.S. shale companies received some of the largest executive pay increases in corporate…

The Best Hedge

By Ben Hunt | October 7, 2020 | 0 Comments
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cyclical/inflation races! Until they raise taxes, of course. I also understand the “Sell Cyclicals!” market narrative. If there’s no fiscal stimulus coming … if the Fed is pushing on the…

Fractures in the US Energy Independence Narrative

By Ben Hunt | October 20, 2020 | 2 Comments
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the common knowledge pillars of the energy sector narrative specifically and the US economic growth and US foreign policy narratives more broadly, that the United States has achieved energy independence…

The Martingale Market

By Ben Hunt | May 4, 2021 | 0 Comments
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like “Bear Case” or “Bull Case” or “This is Expensive” or “This is Cheap”. We think that combining entity-generic narrative structures with entity-specific narrative archetypes creates a MUCH more powerful…

Barking Dogs and Not-Barking Dogs

By Ben Hunt | August 23, 2021 | 0 Comments
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at least until mobile access to bank deposits becomes cheaper and more easily available, ATM charges for access to paper currency become excessive and/or electronic currency substitutes become widely available….

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 podcast that explores…

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 podcast that explores…