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Breaking News #10: The Story of Generative AI | Bringing the Power of Discovery Back to the People

By Harper Hunt | December 6, 2023 | 0 Comments

Generative AI has the power to become one of the most significant innovations any of us will see in our lifetimes. In fact, it may already be there. In this episode, we discuss the impact of this new technology on all of us and the world we live in,. We talk about what the technology is, how it works, the risks associated with it and its potential to shift the power of search and discovery from the hands of big tech companies to everyday people. We also discuss Ben’s first reader context on Twitter, whether the Rock could win a presidential election, the role of major universities in our society and a lost, but now found Beatles song.

Why Am I Reading This Now? 12.04.23

By Harper Hunt | December 4, 2023 | 0 Comments

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

Deja Vu All Over Again

By Ben Hunt | December 1, 2023 | 0 Comments

If the Fed cuts four times in 2024, it’s because we are having a nasty recession. If we don’t have a nasty recession, I don’t think the Fed cuts at all. Why not? Because Common Knowledge. Because everyone knows that everyone knows that inflation is still a thing, allowing companies to pass along higher prices to maintain/expand margins even as labor pushes for higher wages.

We are SOOOO not done with inflation.

Cursed Knowledge #25: Truffle Hunting

By Harper Hunt | December 1, 2023 | 2 Comments

Truffles are well known to be one of the rarest, and most expensive, delicacies available. What’s not known is the cutthroat world of truffle hunting. Where it’s not uncommon to see fraud, theft, sabotage, and even murder.

Pain, Political Vibes, and Being a Bat

By Ben Hunt | November 28, 2023 | 31 Comments

The core problem for Team Blue isn’t the candidate, it’s the team. Specifically, it’s the very online population of Team Blue journalists, academics and political operatives and their pseudo-religious, dogmatic urge to explain why aggregate economic statistics are more meaningful than lived experience.

Why Am I Reading This Now? 11.27.23

By Harper Hunt | November 27, 2023 | 0 Comments

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

Argentina Leaps

By Ben Hunt | November 22, 2023 | 23 Comments

The election of Javier Milei as Argentina’s president is a classic Great Unmooring event. Don’t get me wrong – I am totally rooting for the guy and I am not saying this is a Bad Thing TM. In fact, I think Milei is absolutely right to take a flamethrower to the Argentine central bank and entrenched public sector. But it is a profound unmooring all the same, not just for Argentina but for the world.

Breaking News #9: Hold My Beer

By Harper Hunt | November 22, 2023 | 1 Comment

With primary season getting into full swing, there is a lot going on in the political world. Candidates are taking things up a notch with their aggressive tweets and comments to try to stay relevant as a Trump vs. Biden election seems more likely every day. And Trump and Biden themselves seem happy to sit back and stay out of the fray while enjoying their leads in the polls. In this episode, we break down the current state of election 2024. We discuss whether the primaries matter anymore and how things are playing out in Narrative world. We also cover why inflation may not have been as low as it seemed in the most recent CPI report, whether Jack’s pivot on Jared Kushner is warranted and the benefits of keeping a personal archive.

Why Am I Reading This Now? 11.20.23

By Harper Hunt | November 20, 2023 | 0 Comments

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

Days of Theater

By Ben Hunt | November 17, 2023 | 0 Comments

Every macroeconomic data release will be parsed and presented by Wall Street and the White House to pressure the Fed to lower the price of money. That storytelling effort will be particularly strong when everyone is paying attention on a Day of Theater.

Like a CPI release.