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.

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.

Why Am I Reading This Now? 03.27.23

By Harper Hunt | March 27, 2023 | 0 Comments

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

Office Hours Recap 03/17/2023

By Harper Hunt | March 20, 2023 | 0 Comments

These are the major topics and ideas we discussed during the 03/17/2023 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.

Why Am I Reading This Now? 03.20.23

By Harper Hunt | March 20, 2023 | 0 Comments

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

Dark Forest: The Brutal Game of Modern Banking

By Ben Hunt | March 17, 2023 | 96 Comments

I think that the Big Banks’ collective deposit of $30 billion in uninsured accounts with First Republic is the first step in solving the Dark Forest problem of the American banking system.

Office Hours Recap 03/10/2023

By Harper Hunt | March 14, 2023 | 0 Comments

These are the major topics and ideas we discussed during the 03/10/2023 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.

Why Am I Reading This Now? 03.13.23

By Harper Hunt | March 14, 2023 | 0 Comments

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

Office Hours Recap 03/03/2023

By Harper Hunt | March 6, 2023 | 0 Comments

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

Why Am I Reading This Now? 03.06.23

By Harper Hunt | March 6, 2023 | 0 Comments

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

AI R Us

By Ben Hunt | March 2, 2023 | 276 Comments

The scariest thing about large language model AIs isn’t their fundamental human-ness.

It’s the fundamental AI-ness of human intelligence.

Noseblind

By Rusty Guinn | March 1, 2023 | 23 Comments

The half-life of just about every major news story is one week.

Barring major new developments, practically nothing captures our attention beyond six.

So how do we stay focused on things that matter for much longer than that?

Why Am I Reading This Now? 02.27.23

By Harper Hunt | February 27, 2023 | 0 Comments

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

They Fought the Gyre … and the Gyre Won

By Rusty Guinn | February 15, 2023 | 61 Comments

He Gets Us gets a lot right about our world today.

But there’s something important He Gets Us didn’t get.

Office Hours Recap 02/10/2023

By Harper Hunt | February 13, 2023 | 0 Comments

These are the major topics and ideas we discussed during the 02/10/2023 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.

Why Am I Reading This Now? 02.13.23

By Harper Hunt | February 13, 2023 | 0 Comments

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

Office Hours Recap 02/03/2023

By Harper Hunt | February 6, 2023 | 0 Comments

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.

Why Am I Reading This Now? 02.06.23

By Harper Hunt | February 6, 2023 | 0 Comments

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

Office Hours Recap 01/27/2023

By Harper Hunt | January 30, 2023 | 0 Comments

These are the major topics and ideas we discussed during the 01/27/2023 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.