Why Am I Reading This Now? 03.18.24
Recent major media stories that feel to us like they’re part of a larger narrative campaign. The post Why Am I Reading This Now? 03.18.24 appeared first on Epsilon Theory.
View ArticleBreaking News #18: The Rise of the Raccoons
As anyone who has ever left their trash lid loose would know, raccoons have a tendency to come in and clean up the leftovers. And they make a huge mess while they do it. That isn't the only place they...
View ArticleWhy Am I Reading This Now? 04.08.24
Recent major media stories that feel to us like they’re part of a larger narrative campaign. The post Why Am I Reading This Now? 04.08.24 appeared first on Epsilon Theory.
View ArticleThe Last Hurrah
I think everyone in Washington and on Wall Street is in the bag for nominal growth (ie, number-go-up) by any means necessary through November. Washington is in the bag because their world ends if they...
View ArticleI Think The Gun Helps
Our kids are being rewired. The data implicating the smartphone-based childhood are compelling but not conclusive - and may never be. So how should governments, communities, schools and families decide...
View ArticleBreaking News #19: Number Go Up For November
In this episode we discuss how the upcoming November election is shaping the current political and economic landscape. We discuss why inflation, the stock market and the war in the Middle East are all...
View ArticleIT’S. ABOUT. THE. MONEY.
If you were a smart guy like MicroStrategy CEO Michael Saylor and you thought a stagflationary tsunami of enormous proportion was going to wash over the US economy regardless of who wins in November,...
View ArticleThe Intentional Investor #1: Ben Hunt
In this episode of The Intentional Investor, Matt Ziegler has a wide-ranging conversation with Ben Hunt, discussing Ben's journey from academia to finance and the pivotal moments that shaped his...
View ArticleIran’s Attack was a Neutron Bomb in Narrative-World
It doesn’t happen often, but every few years there’s a real-world shock that leaves the old narrative structures standing but eliminates all the people who believe strongly in them. These events are...
View ArticleCursed Knowledge #28: Casual Gambling in Videogames
Gambling is a big deal. And everyone's got an opinion one way or another. It's had a pretty insane increase over the last few years. But what happens when Gambling becomes gambling? When it stops being...
View ArticleThe Intentional Investor #2: Justin Castelli
In this episode of the Intentional Investor, Matt Ziegler and Justin Castelli explore the intersection of life and investing, discussing the importance of aligning your financial plan with your...
View ArticleBreaking News #20: Hot Ones and Phony Wars
In this episode of Breaking News, we examine the recent situation with NPR and how it relates to the concept of fiat news. We also delve into the current state of tensions between Iran and Israel and...
View ArticleFidelity Reminds ETF Industry It Doesn’t Have To Care
Free is a good price. It’s how we got Fortnite, and Radio, and a terrible internet. People hate paying for things. That’s what Fidelity was counting on when they decided to make a stink about 9 ETF...
View ArticlePrivate Credit Update
My spidey-sense is no longer tingling like crazy about the overall rise in scale and scope of private credit. It's a profound shift in the core social function of credit provision to the real economy,...
View ArticleThe Intentional Investor #3: Howard Lindzon
In this episode of The Intentional Investor, host Matt Ziegler interviews Howard Lindzon, the founder and CEO of StockTwits. Lindzon shares his journey from aspiring comedian to stockbroker,...
View ArticleThe Story that Changes The World
The 'monomyth' or Hero's Journey isn't just a script for movies. It's also the script of our society and our individual lives. If we let it. The post The Story that Changes The World appeared first on...
View ArticleLooking for an Excuse to Cut
The Fed is looking for an excuse to cut, and as soon as they have that excuse, they will. There are two possible narrative excuses, one immediate and one with a slower fuse ... The post Looking for an...
View ArticleGodzilla vs. King Kong
What’s happening today is not only a war between commercial banks and asset managers over credit provision to large US companies, it’s also a war between bank asset managers and non-bank asset managers...
View ArticleBreaking News #21: Donald Trump and the Story the Media Isn’t Telling
In this episode of Breaking News, we explore a range of topics, from the lack of media coverage surrounding the billions of dollars funneled to Donald Trump through his social media company, to the...
View ArticleHow To Win At Story: Conan’s Hot Ones Masterclass
Please, let’s have a laugh at Conan on Hot Ones, but let’s also think this out together: How do you win at story? I’ve got 10 rules to try and help. And, using plenty of examples from the show, let’s...
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