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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.

Men of God in the City of Man, Part 3: Memetics

By Rusty Guinn | July 5, 2023 | 152 Comments

In the same way that genetics governs how physical viruses reproduce within a host, memetics governs how Narrative viruses reproduce within a culture.

And the memes which govern our narrative virus are powerful.

Why Am I Reading This Now? 07.03.23

By Harper Hunt | July 3, 2023 | 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? 06.26.23

By Harper Hunt | June 26, 2023 | 0 Comments

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

Derivative Hoops

By Hubie Brownstone | June 20, 2023 | 4 Comments

A synthetic basketball lasted only one year (2007-2008) in the NBA.

But Synthetic Basketball? Oh, that’s here to stay.

Why Am I Reading This Now? 06.19.23

By Harper Hunt | June 20, 2023 | 0 Comments

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

When The Best Conference Speaker Is Your Uber Driver (Epsilon Connect 2023 Notes)

By Matt Zeigler | June 15, 2023 | 15 Comments

The best speaker at Epsilon Connect 2023 was my Uber driver.

Buckle up, honeys.

Why Am I Reading This Now? 06.12.23

By Harper Hunt | June 12, 2023 | 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? 05.22.23

By Harper Hunt | May 22, 2023 | 0 Comments

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

The United States of Bed Bath & Beyond

By Ben Hunt | May 16, 2023 | 80 Comments

A grown man made a wager. He lost. He made another wager. He lost again. End of story.
– Tony Soprano

This is the story of weak men and rapacious men.
This is the story of Bed Bath & Beyond.
This is the story of America today.

Trading is a lot like Poker

By Brent Donnelly | May 16, 2023 | 1 Comment

With the passing of Doyle Brunson, it’s a good day to compare poker to trading.

Why Am I Reading This Now? 05.15.23

By Harper Hunt | May 15, 2023 | 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? 05.08.23

By Harper Hunt | May 8, 2023 | 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? 05.01.23

By Harper Hunt | May 1, 2023 | 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? 04.24.23

By Harper Hunt | April 24, 2023 | 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? 04.17.23

By Harper Hunt | April 17, 2023 | 0 Comments

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

An AI in the City of God

By Ben Hunt | April 11, 2023 | 205 Comments

The City of Man always wins.

The Visigoths always sack Rome. The Vandals always sack Hippo. Augustine always dies in the siege. Bad things always happen to good people … at scale.

Here’s how we use generative AI to flip the script.

Why Am I Reading This Now? 04.10.23

By Harper Hunt | April 10, 2023 | 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? 04.03.23

By Harper Hunt | April 3, 2023 | 0 Comments

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

Dedollarization is Not a Thing

By Brent Donnelly | March 31, 2023 | 37 Comments

People like to throw around the phrase “gradually, then suddenly” as a witty rejoinder to suggest a dedollarization of the world is a nonlinear process that will unfold any day now. That only sounds smart when Hemingway says it.

There is no structural dollar depreciation or dedollarization story. Global usage of the USD is stable and changes in the value of the USD are cyclical.

Office Hours Recap 03/24/2023

By Harper Hunt | March 28, 2023 | 2 Comments

These are the major topics and ideas we discussed during the 03/24/2023 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.