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Why Am I Reading This Now? 03.04.24

By Harper Hunt | March 4, 2024 | 0 Comments

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

Why Don’t Real Assets Work Better as an Inflation Hedge?

By Ben Hunt | February 29, 2024 | 0 Comments

I think the reason real assets like commodities are typically so disappointing in their inflation-hedging reality relative to their inflation-hedging theory is that they have no inherent pricing power. They only have a market story – and a mechanistic one at that – that they are an inflation hedge. It works for a while because enough people tell the story and believe in the story, until it gets trounced by another story, like growth/recession or supply-and-demand.

Is private credit any different?

The Semantic Universe

By Ben Hunt | February 29, 2024 | 5 Comments

Between the idea
And the reality
Between the motion
And the act
Falls the Shadow

Breaking News #16: Technology and the Teenage Mind

By Harper Hunt | February 29, 2024 | 0 Comments

We all know that technology can be bad for children. But a new paper from 13D Research, which was republished on Epsilon Theory, really drove home the point of just how bad it can be be and the impact it has on the wirings of children’s minds. In this episode, we discuss this research and what we can do as parents to help mitigate the damage technology is doing to our children. We also cover the election and the impact of Trump’s legal problems, Elon’s Musk’s pay package Joe Biden’s scripted press conferences and the importance of embracing difficulty.

Why We Don’t Trust Each Other Anymore

By Kyla Scanlon | February 26, 2024 | 8 Comments

We are saying everything, but also we are saying nothing, just sort of talking at each other about things like “rizz” and “Price-to-Earnings Ratio”. 

How do we fix that?

Why Am I Reading This Now? 02.26.24

By Harper Hunt | February 26, 2024 | 0 Comments

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

Real-Time Narrative Shifts

By Ben Hunt | February 22, 2024 | 0 Comments

Once a truthy-sounding explanation for a market crash is widely publicized, the crash stops. It becomes safe to get back in the water.

That’s true for China today just like it was true for Bitcoin a few weeks ago.

The End of History and the Triumph of Fiat World

By Ben Hunt | February 21, 2024 | 24 Comments

The great danger of generative AI lies in its use by governments and corporations to cement the most anti-human misalignment of all – the misalignment of rulers from the ruled, of the State from the People.

Fannie Mae’s Affordable Housing TM

By Charles Marohn | February 20, 2024 | 4 Comments

Last month, Fannie Mae launched a new financial product they call a Social Mortgage Backed Security, designed to “improve access to affordable housing” by lowering credit standards for borrowers. As ET contributor Chuck Marohn points out, this makes home prices in affected areas go up, and doesn’t touch truly cheap housing.

Why Am I Reading This Now? 02.19.24

By Harper Hunt | February 20, 2024 | 0 Comments

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