ET on Tape
Anytime, Anywhere
The only thing better than reading an Epsilon Theory note is listening to one! To better accommodate our readers and spread our message as far as possible, we've created a collection of audio recordings of our favorite notes. Now you can listen to Epsilon Theory anytime, anywhere!
All Epsilon Theory Recordings
The Arborist
In Part 4 of the Notes from the Field Series, Ben identifies how the natural lines of a tree and shaping the tree to follow those lines over time is a lot like shaping a portfolio.
Horsepower
There is no animal more important to the ascendancy of Western Civilization than the horse, and no invention more important than the horse collar. After all nothing shapes history like advances in productivity. Part 3 of Ben’s Notes from the Field series here.
The Goldfinch in Winter
Part 2 of Ben’s Notes from the Field series, in which he considers the question: what can a bird teach us about value investing? To everything there is a season.
Notes From the Field
What does farming have to do with investing? Quite a lot, actually. In this first of a series that takes on a life of its own, Ben discusses bees and bonds, eggs and ETFs, and more.
Things Fall Apart (Part 4)
Take back your vote.
Take back your distance.
Take back your data.
How to make our way as citizens in a fallen world, with Clear Eyes and Full Hearts to make it better.
Things Fall Apart (Part 2)
Part 2 of a three-part series on what it means to have a polarized electorate and a monolithic market. Today’s note: How do things fall apart in a monolithic market? Not with a bang but a whimper.
Things Fall Apart (Part 1)
Part 1 of a three-part series on what it means to have a polarized electorate and a monolithic market. Today’s note: the Age of Ridiculousness and the decline and fall of the American Empire.
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