New Home 21

Reinventing the Financial System

By Marc Rubinstein | June 15, 2021 | 4 Comments

If you’re like me, you’ve been put off from digging deeper into DeFi by the terrible signal-to-noise ratio of anything crypto-related on the interwebs. That’s why I found this DeFi primer (using Maker DAO as a specific example) by ET contributor and banking analyst Marc Rubinstein to be so fantastic.

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Why Am I Reading This Now? 08.08.22

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



Why Am I Reading This Now? 08.01.22

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



Why Am I Reading This Now? 07.25.22

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




Why Am I Reading This Now? 07.18.22

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



Why Am I Reading This Now? 07.11.22

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



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Why Am I Reading This Now? 08.08.22

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



Why Am I Reading This Now? 08.01.22

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



What Do We Need To Be True?

By Rusty Guinn | April 6, 2021 | 44 Comments

Modeling common knowledge by analyzing missionary statements and their reverberations works. Except when it doesn’t.

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A Tiger Can’t Change Its Stripes

By Ben Hunt | March 30, 2021 | 32 Comments

What do you get when you give a raccoon billions of dollars AND invisibility from regulators? Collusion and insider trading.

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Hot and Cold

By Rusty Guinn | March 23, 2021 | 26 Comments

Most of us are under the impression that a protracted conflict within China will increase national unity. Not this time.

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Recent Notes

Office Hours Recap 8/05/2022

By Harper Hunt | August 8, 2022

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.

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

By Brent Donnelly | August 5, 2022

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.

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The Most Important Sector in the Universe

By Marc Rubinstein | August 2, 2022

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.

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Office Hours Recap 7/29/2022

By Harper Hunt | August 1, 2022

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.

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The Fifteen Faces of Fiat News

By Rusty Guinn | July 26, 2022

We’re building a Narrative Early Warning System (NEWS) as our first major research project in a larger effort to inoculate ourselves against the weaponized narratives of Big Tech, Big Media and Big Politics.

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Cursed Knowledge #11: Locks of Love

By Harper Hunt | July 26, 2022

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.

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Office Hours Recap 7/22/2022

By Harper Hunt | July 25, 2022

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.

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Mailbag! Hollow Men Edition

By Ben Hunt | July 21, 2022

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!

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Office Hours Recap: 07/15/2022

By Harper Hunt | July 18, 2022

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.

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Office Hours Recap: 07/08/2022

By Harper Hunt | July 11, 2022

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.

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Hollow Men, Hollow Markets, Hollow World

By Ben Hunt | July 9, 2022

Over the past 25 years, our leaders have intentionally constructed an Apocalypse Now world of proclamation and fiat, where our wealth has grown much faster than our economy.

The bill is due for their hubris, and inflation is here to collect it.

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How to Succeed as a Sell Side Trader

By Brent Donnelly | June 27, 2022

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.

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Office Hours Recap: 06/24/2022

By Harper Hunt | June 27, 2022

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.

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Office Hours Recap: 06/10/2022

By Harper Hunt | June 13, 2022

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.

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Being Human in a LARPing World

By Ben Hunt | June 8, 2022

The cure for the cancer of gun culture and police culture is not to be found in reform laws around guns and police, but in reform ideas around culture, ideas that create a new dimension of American society that rejects LARPing and LARPers alike.

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The MacGuffin, Part 1

By Ben Hunt | May 17, 2022

If you don’t see that the crypto “industry” has become just as blindingly corrupt, just as oozingly fatuous, just as profoundly captured by the Nudging Oligarchy as the traditional financial services industry it was supposed to replace … well, you’re just not paying attention.

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The Most Important Trading Decision

By Brent Donnelly | May 10, 2022

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.

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Cursed Knowledge #10: This Podcast Never Happened

By Harper Hunt | April 21, 2022

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.

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NGMI

By Ben Hunt | April 11, 2022

The Fed’s rate hikes to curb inflation?

Not gonna make it.

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Money Can Buy Happiness (in variable and diminishing quantities)

By Brent Donnelly | April 6, 2022

What does your money/happiness curve look like? Is it curved or linear? Does it flatline somewhere? If so, where?

There’s the game of trading and the metagame of life. To win the latter, you have to Know Thyself.

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