Office Hours Recap 02/03/2023

Office Hours is an hour long Zoom call we have on Friday’s from 2-3pm ET. The event is exclusive to Epsilon Theory members and is a great way to hear 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 everything. But it does outline the main conversations we had.

Before this was posted on the ET Forum, but we’re moving it to the front page so more people can see the recap and understand the opportunities of Office Hours.

These are the major topics and ideas we discussed during the 02/03/2023 Office Hours as well as some of the 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:

Don’t forget to save a spot for our in person conference happening this summer. Check out the website to learn more and sign up! All ET Premium and Professional subscribers will have a spot reserved for them once they fill out the form. If you have any questions or want to update your information, email me at [email protected] or [email protected].

Markets:

We’ve seen a rally in January but there’s also been a lot of activity below the surface. Our Narrative Machine has picked up on what we call a Meta Narrative. Over the the last 5 months the narratives have mattered a lot. The story around the event has more impact than the event itself. It’s something we’re continuing to look at and we’ll certainly have more information in the coming months. Ben had some really great charts that illustrated this idea so join us if you want to see for yourself.

Yay College!:

I hope you’ve had time to read the first part of Ben’s new series about education. We’ve talked about part 1 before at Office Hours so today we talked about parts 2 and 3. Our call actually ran 20 minutes over time to fit in all the discussion. We hit on credentials, payment, and the forum’s bringing up the NCAA. Check out the forum thread to see what we’re looking at and what could appear in the next note.

We’d love to hear your thoughts on these ideas and hope that you’ll join us next time. If you haven’t already, sign up to access the Forum and Office Hours.