All Epsilon Theory Content

All Epsilon Theory Content

 

Everything we have published at Epsilon Theory since 2013, an archive of more than 1,000 evergreen notes.

Office Hours Recap 01/20/2023

By Harper Hunt | January 23, 2023 | 0 Comments

These are the major topics and ideas we discussed during the 01/20/2023 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.

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Metaphysics, Consciousness, Nature of Reality: a Thread from the ET Forum

By Ben Hunt | January 19, 2023 | 102 Comments

The craziest thing happens when there’s no audience, when you’re talking with other actual human beings for the right reasons … you not only have actual conversations, you not only move quickly past politics into subjects that are far more interesting and far more relevant to our actual lives than politics, but you make actual friends

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Hodor

By Rusty Guinn | January 10, 2023 | 29 Comments

The Story of Adequate Liquidity doesn’t exist and shift on the margin. Instead, it exists in two states: it is normal, or it is broken. Once the threshold between these states is crossed, it is very hard to tell the old story. Sometimes impossible.

There is almost no price too high to keep that story from jumping over that threshold.

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Office Hours Recap 01/06/2023

By Harper Hunt | January 9, 2023 | 0 Comments

These are the major topics and ideas we discussed during the 01/06/2023 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.

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Office Hours Recap 12/30/2022

By Harper Hunt | January 3, 2023 | 0 Comments

These are the major topics and ideas we discussed during the 12/30/2022 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.

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Epsilon Theory 2022 in Review – Foundation

By Ben Hunt | December 29, 2022 | 3 Comments

2022 was our ninth year of publishing Epsilon Theory. It was also our best.

We’re changing the way the world sees the invisible water in which we swim – narratives.

And we’re just getting started.

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Covid is China’s Vietnam War

By Ben Hunt | December 22, 2022 | 23 Comments

Covid is China’s Vietnam War, and the current outbreak is their Tet Offensive.

This is how common knowledge changes, as now everyone knows that everyone knows that the CCP is not just a liar, but an incompetent, failed liar.

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Office Hours Recap 12/16/2022

By Harper Hunt | December 19, 2022 | 0 Comments

These are the major topics and ideas we discussed during the 12/16/2022 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.

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Webinar: It’s Not Just SBF – How to Recognize and Avoid Wall Street Cons

By Ben Hunt | December 14, 2022 | 30 Comments

A webinar on recognizing and navigating the confidence games, big and small, of our investing world, and coming out the other side with our integrity and assets intact.

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Office Hours Recap 12/09/2022

By Harper Hunt | December 12, 2022 | 0 Comments

These are the major topics and ideas we discussed during the 12/09/2022 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.

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The Recipe for Agent Orange – The Projection Racket, Pt. 3

By Rusty Guinn | December 1, 2022 | 27 Comments

There is a true story of free market capitalism. It is one of humanity’s greatest and most important stories.

There is also a myth of free market capitalism. It is one of humanity’s most manipulated stories.

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Office Hours Recap 11/18/2022

By Harper Hunt | November 21, 2022 | 0 Comments

These are the major topics and ideas we discussed during the 11/18/2022 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.

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The MacGuffin, Part 2: The Story Arc of SBF and FTX

By Ben Hunt | November 18, 2022 | 51 Comments

The MacGuffin is the object of desire.

It is the thing around which the plot of the story revolves.

Here is the story arc of SBF and FTX, and the MacGuffin that anchored it all – the Magical Money Machine.

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Office Hours Recap 11/11/2022

By Harper Hunt | November 14, 2022 | 0 Comments

These are the major topics and ideas we discussed during the 11/11/2022 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.

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Stock Buybacks!™ and the Monetization of Stock-Based Compensation

By Ben Hunt | November 9, 2022 | 28 Comments

I love stock buybacks, but I despise Stock Buybacks!™ – the issuance of new shares to management with one hand and the buying back of those shares with the other.

Over the past decade, Stock Buybacks!™ have transferred more than a trillion dollars from shareholders to managers. Not founders, not entrepreneurs, not risk-takers … managers.

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Office Hours Recap 11/04/2022

By Harper Hunt | November 7, 2022 | 0 Comments

These are the major topics and ideas we discussed during the 11/04/2022 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.

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Cursed Knowledge #15: Sir Edmund Hillary Thinks You’re An Ass

By Harper Hunt | October 28, 2022 | 3 Comments

Mt Everest is a death trap. Everything about the mountain is designed to kill you. So why are so many people going up there? Why do we ignore the very real and very dangerous narratives that are right in our face.

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Office Hours Recap 10/21/2022

By Harper Hunt | October 24, 2022 | 0 Comments

These are the major topics and ideas we discussed during the 10/21/2022 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.

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UK Pensions Webinar Recording

By Ben Hunt | October 18, 2022 | 0 Comments

This is the recording of our webinar on UK Pensions that took place on October 14th, 2022. If you want to continue the conversation, check out the ET Forum.

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Office Hours Recap 10/14/2022

By Harper Hunt | October 17, 2022 | 0 Comments

These are the major topics and ideas we discussed during the 10/14/2022 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.

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