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.
Recent major media stories that feel to us like they’re part of a larger narrative campaign.
Recent major media stories that feel to us like they’re part of a larger narrative campaign.
Recent major media stories that feel to us like they’re part of a larger narrative campaign.
Recent major media stories that feel to us like they’re part of a larger narrative campaign.
Recent major media stories that feel to us like they’re part of a larger narrative campaign.
Recent major media stories that feel to us like they’re part of a larger narrative campaign.
Modeling Common Knowledge by analyzing Missionary statements and their reverberations works. Except when it doesn’t.
What do you get when you give a Raccoon billions of dollars AND invisibility from regulators? Collusion and insider trading.
Most of us are under the impression that a protracted conflict within China will increase national unity. Not this time.
Recent Notes
Chapter 3: Caliban’s Garden
Man’s road to becoming a storyteller began with a single step.
That step kicked off millions of years of co-evolution of the human brain, society, language – and our relationship with story.
Chapter 2: What is Story?
There are a lot of ways to define a “story.”
But to understand how story interacts with human consciousness requires us to be more specific.
Intentional Investor #18: Jason Buck
In this fascinating conversation, Matt Zeigler sits down with Jason Buck, co-founder of Mutiny Fund, to explore the unexpected intersections between entrepreneurship, risk management, and personal development. From selling mixtapes in rural Michigan to developing real estate in Charleston and ultimately founding an innovative investment firm, Jason’s journey challenges conventional wisdom about success and risk-taking.
Chapter 1: Overhearing Ourselves
Shakespeare invented the human by inventing a device which spoke the language of consciousness:
Story.
Introduction: David Bowie’s Alien
David Bowie was right.
Social networks aren’t a tool. They are an alien force that transforms human consciousness.
Making Sense of Markets in a Post Election World | Grant Williams and Ben Hunt
Matt Zeigler is joined by Ben Hunt and Grant Williams for a candid discussion of the 2024 post-election landscape and its implications for markets. The guests explore how trust, or lack thereof, shapes both political and market narratives, examining the transformation of capital markets into what they describe as a “political utility” where “number go up” has become the prevailing faith.
I Think Representative Democracy is a Good Idea and We Should Give It a Try
I am 60 years old.
I am a (very) patriotic American.
I have never felt represented by any elected official.
Never.
Cursed Knowledge #30: The Road to Hell
The road to hell is paved with good intentions. But how often does that actually happen? Why do good intentions go so wrong? And what makes it so difficult to course correct? Those are the questions explored by Harper Hunt and Rusty Guinn in this episode of Cursed Knowledge.
Intentional Investor #17: Jared Dillian
In this episode of The Intentional Investor, host Matt Zeigler sits down with Jared Dillian – former Lehman Brothers trader, acclaimed newsletter writer, and author – for a captivating conversation about the unexpected paths that shape a life’s work. From his early days as a Coast Guard officer to becoming a Wall Street trader, and ultimately finding his voice as a writer, Dillian shares candid insights about his journey.
Walking Phnom Penh
Phnom Penh is a young city chock full of kids. They are everywhere, and they bring a positive energy, warmth, and joy that no amount of adult diversions — no amount of bars, casinos, exceptional cuisine, and museums — can replicate, because nothing warms the heart like a big smile from a tiny face.
I, Nazgûl
Being clear-eyed and full-hearted doesn’t mean being passive, weak, or silent.
It means resisting every effort to supplant our autonomy of mind with symbols of identity, no matter the source.
Intentional Investor #16: Remi Tetot
Join host Matt Ziegler as he sits down with Remy Tetot, the mind behind The Mad King newsletter and former co-founder of Real Vision, for a fascinating journey through the intersection of technology, finance, and personal growth. From washing dishes in Spain to revolutionizing financial media with Real Vision, Remy shares his remarkable story of constant reinvention. Learn how he transformed from a self-taught coder into a macro analyst under Raoul Pal’s mentorship, helped build Real Vision from the ground up, and navigated both spectacular successes and humbling failures in the crypto markets.
Apocalypse Always
Extreme language during election season isn’t anything new.
But this time it really is different. Our response must be different, too.
The Open Window
Creating two tightly bounded political extremes is NOT opening the Overton Window.
It just adds a second, equally closed window behind which all of our worst ideas can and will fester.
Remembering the Face of Your Father
For the past 28 years, since the death of my father, I’ve been hearing a steady tick-tock in my head.
How do we tell our stories to our children and our children’s children before it’s too late? Before we pass as all humans must pass?
Generative AI is a communion machine.
Intentional Investor #15: Brent Donnelly
In this episode of The Intentional Investor, host Matt Zeigler interviews Brent Donnelly, a veteran forex trader, financial writer, and mentor. Brent shares his fascinating journey from aspiring journalist to Wall Street trader, and how he eventually combined his love for writing and finance.
Cursed Knowledge #29: Allergies
Allergies. We either have them or know some one who does. Ranging from life threatening to mildly irritating, they’re one of life’s constant annoyances. And they’re getting worse. We have more allergies now than ever before. Rusty Guinn joins Cursed Knowledge to talk about why allergies are more common, and if there’s anything we can do about it.
Manufactured Consensus
The more we believe the lie that social networks democratize Narrative formation, the more systematically we make ourselves part of their manufactured consensus.
No, the world doesn’t hate America
The global mass love for the US and its culture is genuine, and isn’t being forced on people from above, but because US culture – despite all the showy glitz – is about how everyone’s story matters.
Intentional Investor #14: Drew Dickson
In this episode of The Intentional Investor, Matt Zeigler sits down with Drew Dickson, founder of Albert Bridge Capital. Drew shares his fascinating journey from self-proclaimed “world’s least focused student” to successful investor and writer. Drew’s journey illustrates the power of curiosity, relationships, and perseverance in building a meaningful career in finance. His story will inspire anyone looking to grow personally and professionally while navigating life’s ups and downs. This episode provides a fascinating glimpse into the mind of a seasoned investor, offering lessons applicable to both financial markets and life in general.