ET Pro US Elections Monitor

Iran’s Attack was a Neutron Bomb in Narrative-World

By Ben Hunt | April 17, 2024 | 0 Comments

It doesn’t happen often, but every few years there’s a real-world shock that leaves the old narrative structures standing but eliminates all the people who believe strongly in them. These events are like neutron bombs for narrative-world, and that’s how I’d describe Iran’s attack on Israel this weekend.

The Intentional Investor #1: Ben Hunt

By Harper Hunt | April 16, 2024 | 0 Comments

In this episode of The Intentional Investor, Matt Ziegler has a wide-ranging conversation with Ben Hunt, discussing Ben’s journey from academia to finance and the pivotal moments that shaped his career. Ben shares his lifelong fascination with games, puzzles, and cracking codes, which eventually led him to the world of investing. They delve into Ben’s experiences in academia, the lessons he learned from starting a software company, and his realization that fundamentals and value in investing are ultimately driven by narratives and game theory. Ben also discusses the genesis of Epsilon Theory, and his ongoing quest to find structure in unstructured data and stories. Throughout the conversation, they explore the interconnectedness of human, intellectual, social, and financial capital in shaping one’s life and career.

IT’S. ABOUT. THE. MONEY.

By Ben Hunt | April 11, 2024 | 24 Comments

If you were a smart guy like MicroStrategy CEO Michael Saylor and you thought a stagflationary tsunami of enormous proportion was going to wash over the US economy regardless of who wins in November, what would you be doing right now?

I think you might be doing whatever you can to get liquid in the global reserve currency without spooking the marks.

Breaking News #19: Number Go Up For November

By Harper Hunt | April 11, 2024 | 14 Comments

In this episode we discuss how the upcoming November election is shaping the current political and economic landscape. We discuss why inflation, the stock market and the war in the Middle East are all being viewed through a political lens as the election approaches and those with a vested interest seek to influence its outcome . We also discuss the prevalence of conspiracy theories, the erosion of trust in institutions, and the importance of curiosity in a left brain focused world.

I Think The Gun Helps

By Rusty Guinn | April 10, 2024 | 24 Comments

Our kids are being rewired.

The data implicating the smartphone-based childhood are compelling but not conclusive – and may never be.

So how should governments, communities, schools and families decide what to do?

The Last Hurrah

By Ben Hunt | April 9, 2024 | 0 Comments

I think everyone in Washington and on Wall Street is in the bag for nominal growth (ie, number-go-up) by any means necessary through November.

Washington is in the bag because their world ends if they don’t win in November. Wall Street is in the bag because it’s their last chance for a big score before a stagflationary vol event of enormous proportion hits the economy regardless of who wins in November.

Why Am I Reading This Now? 04.08.24

By Harper Hunt | April 8, 2024 | 0 Comments

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

Breaking News #18: The Rise of the Raccoons

By Harper Hunt | March 28, 2024 | 3 Comments

As anyone who has ever left their trash lid loose would know, raccoons have a tendency to come in and clean up the leftovers. And they make a huge mess while they do it. That isn’t the only place they exist, though. Raccoons also exist in the financial world, the self help world and a lot of other places. They come in and take what is leftover from what would otherwise be positive innovations and make a mess of them for their own benefit. In this episode, we take a detailed look at raccoons. We look at the tactics they use and how all of us can better spot them before they do their damage. We also discuss the danger of carved out inflation metrics, whether fundamental investing is dead, what steam boat operators have to do with finding your true self and a lot more.

Why Am I Reading This Now? 03.18.24

By Harper Hunt | March 20, 2024 | 0 Comments

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

Bitcoin Endgames & The New Hyper-Agents

By Dave Nadig | March 19, 2024 | 23 Comments

If the HODLers are right, they’re also the new Elites.

Not in a “my thumbdrive will make me the Duke of West Hartford in this post-apocalyptic hellscape” sort of way, but in ugly-but-mainstream scenarios with ugly-but-mainstream power/wealth transfers.