Epsilon Theory In Brief
Daily short-form pieces for those without the time (or attention span) for classic Epsilon Theory notes. Look out for regular features like the subscriber mailbag and guest contributions from within the Epsilon Theory network.
In our kick-off episode, Ben, Matt and Jack talk about why we’re here – to break open the news reported by mainstream media to reveal the Nudging language of Narrative and story that drives us.
We focus on the reporting of inflation as a perfect example of what we call Fiat News.
Recession – like beauty – is in the eye of the beholder. Unlike beauty, though, our economic perceptions are far more likely to fall into the self-imposed traps of cynicism and nihilism.
This is the Way.
Not just for the samurai but for the trader.
A revamped Cursed Knowledge is back! In this brand new episode, Ben joins Harper in the studio to talk about the all too common trope of killing off female characters to motivate male characters. Trust me, you’ve seen it. It’s everywhere and can tell us a lot about how hard it is to capture and maintain an audiences attention.
“I can’t find Dad.”
In which a stressed-out family makes an active choice to look past the totems of Team Red and Team Blue to find the truth of their Pack.
ET contributor Brent Donnelly captures the spirit and the content of our Epsilon Connect conference better than anything we could have done ourselves. Plus you get the slides from our presentations!
A synthetic basketball lasted only one year (2007-2008) in the NBA.
But Synthetic Basketball? Oh, that’s here to stay.
The best speaker at Epsilon Connect 2023 was my Uber driver.
Buckle up, honeys.
With the passing of Doyle Brunson, it’s a good day to compare poker to trading.
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.
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.
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.
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.
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.
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.
The scariest thing about large language model AIs isn’t their fundamental human-ness.
It’s the fundamental AI-ness of human intelligence.
He Gets Us gets a lot right about our world today.
But there’s something important He Gets Us didn’t get.
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.
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.
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.