Epsilon Theory In Full

Epsilon Theory In Full

 

The soul of Epsilon Theory is our long-form content, a library of hundreds of pieces written by Ben, Rusty and others over the course of the last 5+ years. These are the print-and-take-home-for the weekend notes that made Epsilon Theory what it is today.

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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Why Am I Reading This Now? 11.21.22

By Harper Hunt | November 21, 2022 | 0 Comments

Recent major media stories that feel to us like they’re part of a larger narrative campaign.

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

By Ben Hunt | November 18, 2022 | 33 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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Why Am I Reading This Now? 11.14.22

By Harper Hunt | November 14, 2022 | 0 Comments

Recent major media stories that feel to us like they’re part of a larger narrative campaign.

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

By Ben Hunt | November 9, 2022 | 24 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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Why Am I Reading This Now? 11.07.22

By Harper Hunt | November 7, 2022 | 0 Comments

Recent major media stories that feel to us like they’re part of a larger narrative campaign.

Why Am I Reading This Now? 10.31.22

By Harper Hunt | October 31, 2022 | 0 Comments

Recent major media stories that feel to us like they’re part of a larger narrative campaign.

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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Why Am I Reading This Now? 10.24.22

By Harper Hunt | October 24, 2022 | 0 Comments

Recent major media stories that feel to us like they’re part of a larger narrative campaign.

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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Why Am I Reading This Now? 10.17.22

By Harper Hunt | October 17, 2022 | 0 Comments

Recent major media stories that feel to us like they’re part of a larger narrative campaign.

Why Am I Reading This Now? 10.10.22

By Harper Hunt | October 11, 2022 | 0 Comments

Recent major media stories that feel to us like they’re part of a larger narrative campaign.

A Brief History of the Past 10,000 Years of Monetary Policy and Why Last Week Was a Big Deal

By Ben Hunt | October 5, 2022 | 50 Comments

What we saw happen in the UK last week is the first shock, not the last, and all the massive pension funds and asset owners who have turned themselves into shadow hedge funds, full of swaps and leverage through the sweet whispers of Wall Street Wormtongue, will be our undoing.

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Cursed Knowledge #14: In Defense of Marie Antoinette

By Harper Hunt | October 3, 2022 | 1 Comment

Marie Antoinette has a rather interesting historical footprint. For all that her image is iconic and her reputation infamous, it’s not all the truth. The real Marie Antoinette has been lost to the cartoon of Marie Antoinette™. So I want to show you a glimpse at the real person behind the cartoon and take a closer look at how her cartoon got started.

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Office Hours Recap 9/30/2022

By Harper Hunt | October 3, 2022 | 0 Comments

These are the major topics and ideas we discussed during the 09/30/2022 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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Why Am I Reading This Now? 10.03.22

By Harper Hunt | October 3, 2022 | 0 Comments

Recent major media stories that feel to us like they’re part of a larger narrative campaign.