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Epsilon Theory In Brief

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.

Office Hours Recap 9/09/2022

By Harper Hunt | September 13, 2022 | 0 Comments

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

Office Hours Recap 8/26/2022

By Harper Hunt | August 29, 2022 | 0 Comments

These are the major topics and ideas we discussed during the 08/26/2022 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.

Sauron Remains Undefeated

By Ben Hunt | August 25, 2022 | 51 Comments

The US Treasury is the Eye of Sauron — a gigantic panopticon tower that sweeps the world with its unblinking gaze, seeking out the owners of power, i.e. money.

What Treasury did to Tornado Cash and its developers is just the beginning.

Cursed Knowledge #12: Resurrectionists

By Harper Hunt | August 24, 2022 | 1 Comment

What’s in a name? Quite a bit actually. Names and titles can be all that’s needed to make some one a hero or a villain. So we’re looking at some villains who never got their proper title. People who were able to hide behind social standing and wealth to excuse their crimes.

Lehman Moments, Tepper Moments, and German Economic Collapse

By Ben Hunt | August 23, 2022 | 0 Comments

Could the German situation get worse? Of course it could. Have we had a “Lehman moment” yet? No, we have not. But I don’t think we are that far away from a Lehman moment in Germany, after which further bets on the system breaking down become much less attractive as existential system risk grows much higher. I don’t think we are that far away from a Tepper moment in Germany, where risk/reward asymmetry becomes infinitely skewed to going long for those who are going to be wiped out if the system fails anyway.

Office Hours Recap 8/19/2022

By Harper Hunt | August 22, 2022 | 0 Comments

These are the major topics and ideas we discussed during the 08/19/2022 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.

Office Hours Recap 8/05/2022

By Harper Hunt | August 8, 2022 | 0 Comments

These are the major topics and ideas we discussed during the 08/05/2022 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.

Before You Fly The Nest: Advice for kids heading to college

By Brent Donnelly | August 5, 2022 | 4 Comments

ET contributor Brent Donnelly went out and asked some people he respects what advice they would give kids heading off to college. Here’s what he found.

The Most Important Sector in the Universe

By Marc Rubinstein | August 2, 2022 | 23 Comments

The total value of the Chinese residential property sector is approximately $60 trillion – twice the size of the US residential market and bigger than the entire US bond market. Bigger than the entire US stock market, too.

It is … ummm … having a moment.

Office Hours Recap 7/29/2022

By Harper Hunt | August 1, 2022 | 0 Comments

These are the major topics and ideas we discussed during the 07/29/2022 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.

Cursed Knowledge #11: Locks of Love

By Harper Hunt | July 26, 2022 | 4 Comments

Locks of Love is one of the most well known and well regarded charities in America. But things aren’t always what they seem. Sometimes the smokescreen of Common Knowledge can obscure what’s really going on. So join me in a look behind the curtain at America’s most beloved charity.

Office Hours Recap 7/22/2022

By Harper Hunt | July 25, 2022 | 0 Comments

These are the major topics and ideas we discussed during the 07/22/2022 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.

Mailbag! Hollow Men Edition

By Ben Hunt | July 21, 2022 | 1 Comment

The Epsilon Theory commentariat is the best thing on the Internet today. Watch from a distance if you like, but when you’re ready … join us!

Office Hours Recap: 07/15/2022

By Harper Hunt | July 18, 2022 | 0 Comments

These are the major topics and ideas we discussed during the 07/15/2022 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.

Office Hours Recap: 07/08/2022

By Harper Hunt | July 11, 2022 | 0 Comments

These are the major topics and ideas we discussed during the 07/08/2022 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.

How to Succeed as a Sell Side Trader

By Brent Donnelly | June 27, 2022 | 2 Comments

ET contributor Brent Donnelly has some advice that’s ostensibly for sell-side traders, but is actually for everyone in markets. And everyone who isn’t.

Office Hours Recap: 06/24/2022

By Harper Hunt | June 27, 2022 | 3 Comments

These are the major topics and ideas we discussed during the 06/24/2022 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.

Office Hours Recap: 06/10/2022

By Harper Hunt | June 13, 2022 | 0 Comments

These are the major topics and ideas we discussed during the 06/10/2022 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.

The Most Important Trading Decision

By Brent Donnelly | May 10, 2022 | 1 Comment

Trading is hard. Your odds of success are heavily influenced by the seat you choose. Retail trader or bank trader or PM, here are metrics to evaluate that seat.

Cursed Knowledge #10: This Podcast Never Happened

By Harper Hunt | April 21, 2022 | 4 Comments

We’ve all fallen victim to a bad retcon at some point in our lives. It’s Sherlock Holmes coming back from the dead. It’s the reveal that an entire season of Dallas was only a dream. It’s the author changing their mind and trying to convince you that it’s all part of the plan. I don’t buy it. And neither should you.