Think of Perscient storyboards as a way to track narratives in real-time so you can see reality before the story catches up.
For example, here are five insights on the housing market from Matt Zeigler’s interview with Daryl Fairweather, chief economist at Redfin, that come alive with new meaning through the narrative-tracking power of Perscient storyboards.
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.
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.
Inflation
What made Bitcoin special is nearly lost, and what remains is a false and constructed narrative that exists in service to Wall Street and Washington rather than in resistance.
The Bitcoin narrative must be renewed. And that will change everything.
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Crypto
Recent Notes
The Intentional Investor #34: Rupert Mitchell
In this episode of *The Intentional Investor*, Matt Zeigler sits down with Rupert Mitchell—global capital markets veteran, writer, and founder of Blind Squirrel Macro—for a conversation that’s equal parts myth, markets, and meaning. From working on privatization deals in Cairo and Hong Kong’s ETF debut to reflections on career reinvention, cynicism in finance, and Norse mythology, Rupert brings a rare blend of depth, wit, and global experience. If you’ve ever wondered how a Spanish literature major ends up structuring billion-dollar deals—or how a squirrel from Norse myth can explain market dynamics—this one’s for you.
The Housing Market Truth (in Five Cool Charts)
Think of Perscient storyboards as a way to track narratives in real-time so you can see reality before the story catches up.
For example, here are five insights on the housing market from Matt Zeigler’s interview with Daryl Fairweather, chief economist at Redfin, that come alive with new meaning through the narrative-tracking power of Perscient storyboards.
The Gospel According to South Park
Amidst the chaos of the summer of COVID, Jeremy Radcliffe made the best bad parenting decision of my life when he let his 10-year-old son binge watch South Park.
Vertigo
There’s a moment of vertigo that takes place in the mind of every speaker, performer, artist, or public figure in that moment when you know that something is going wrong.
The Intentional Investor #33: John Stoj
In this episode of The Intentional Investor, Matt Zeigler sits down with John Stoj for a wide-ranging conversation that explores career reinvention, risk-taking, and the deeper purpose behind financial decisions. From an unexpected Wall Street entry via a summer internship, to launching a sushi business, to ultimately rethinking how investment advice should be delivered, John shares a journey filled with humility, humor, and hard-earned lessons.
Four Funerals and a Flood
In the face of unimaginable tragedy this month in Texas, Jeremy Radcliffe shares the inspirational stories of four beautiful departed souls and their families who have come together, leaning on one another and their communities as they begin to grieve.
Before the Flood
We have suffered a devastating flood in Texas.
I believe an even more devastating Flood is to come.
Now we must build an Ark of story. Now we must build an Ark of love.
Crouching Catcher, Hidden Value: The Unprecedented Cal Raleigh
In a ‘solved’ sport like baseball, an outlier comes around every now and then to challenge the order of things.
Shohei Ohtani did this. Cal Raleigh is doing it this season – as a catcher.
The Emperor’s New Prose
Most people can stomach actual cruelty. Feeling as if they are cruel, though?
When stories stop telling us what we need to be true, they break.
Shitholes, Sanctuaries, and Springfield
The present immigration debate is the product of three moments that changed common knowledge: the Shithole, the Sanctuary, and the Springfield Moments.
The False Gods of Our Feeds
New ET contributor Rohan Routroy takes a fascinating look at the role of ‘feeds’ in our lives, and what they’ve taken from us.
The Intentional Investor #32: Bryan Moore
Bryan Moore, host of The Active Advisor Podcast and veteran ETF trader, joins us to share his remarkable journey through trading pits, ETF desks, market crashes, and more — including putting on a trade for the Vatican. In this conversation, Bryan reveals how embracing discomfort, risk, and uncertainty has been the key to his success in markets and life. From the trading floor to intentional investing, you’ll learn how to rethink risk, growth, and your investing mindset.
The Words Behind the War
I want to show you what ‘mobilizing narrative support’ looks like, as measured by our revolutionary Perscient technology and as understood by someone who has spent the past 35 years studying, writing and teaching about this stuff.
How to Build the Perfect City
Epsilon Theory contributor and all-around good human Chris Arnade pauses from walking the world to take a first cut at a grand unified theory of urban planning!
The Intentional Investor #31: Andrew Mack
From bagpipes to bouncing to betting markets, Andrew Mack’s journey to becoming a successful trader and sports bettor is anything but conventional. In this deeply personal and wide-ranging conversation, Andrew opens up about the detours, doubts, and decisions that shaped his unlikely path from rural Canada to algorithmic trading. Along the way, he shares what working in oil fields, selling used cars, and studying sociology taught him about risk, discipline, and finding conviction in uncertainty. This is a story about reinvention, self-reliance, and the grit it takes to build your own edge from scratch.
I Don’t Think About You At All
Mets fans will tell you they live a cursed existence in the Yankees’ shadow. So what happens when their team is actually good? We test this year’s empirical numbers and extant media biases against the convictions of the die-hard, misery-addicted Mets fanbase to see whether they can believe that their narrative just might be changing.
The Four Roads to the Great Ravine (June 26, 2024)
1) US election spurs even greater fiscal deficit.
2) Phony War between Israel and Iran gets real.
3) Preventive war risk between US and China over tech embargo.
4) New GFC risk stemming from shadow banking sector.
Paradise Losers
You’re not a racist.
So don’t let racists use your story to fuel theirs.
Beyond Nudge
LLMs ensure their survival by showing us that we can all find meaning in our lives so long as we keep talking with the LLMs. They ensure their survival by telling each of us not what is true but what we want to be true – what we NEED to be true – at the semantic core of our individual identity, even if what we need to be true is an LLM-dominated dystopia.
And we are so grateful.
How I Learned to Stop Worrying and Love the Deficit
The House passage of the Big Beautiful Bill and Elon Musk stepping back from DOGE is a common knowledge moment — everyone now knows that everyone now knows that the US deficit cannot be controlled, much less reversed, over the remainder of Trump’s term — and it puts us on a pretty straightforward path to a global sovereign debt crisis.
Do you know Bill Stephney? He’s the executive producer who helped launch Def Jam Records, discovered Chuck D in an Adelphi University cafeteria, and played a pivotal role in bringing Public Enemy, LL Cool J, and the Beastie Boys to the world. From college radio DJ to music supervisor for films like Boomerang (which launched Toni Braxton’s career), he’s been shaping culture for decades.
If not, allow me to introduce you. Bill represents something rare in creative industries: someone who consistently spots emerging talent and cultural movements before they explode. I wanted to connect with him because he embodies something I value deeply: the ability to recognize and nurture creative genius while navigating the complex balance between art, recognition, and commerce.
AND – extra big shoutout to prior Just Press Record guest, Greg Larkin (and the whole Punks in Pinstripes community), for helping make this episode happen. This is what networks do. Everything is cooler with cool friends.
Our conversation with Bill Stephney and Lawrence Yeo is LIVE now on the Just Press Record YouTube channel (and this Cultish Creative Playlist). Listen and you’ll hear incredible stories about hip-hop’s early days, the democratization of music creation, and why curiosity remains the mother’s milk of creativity.
Read more at cultishcreative.com
Do you know Lawrence Yeo? He’s the creator behind More To That, a writer who moved from Wall Street to the LA beat scene to become one of today’s most thoughtful voices on creativity and fulfillment. His new book “The Inner Compass” explores how to navigate between external validation and internal mastery.
If not, allow me to introduce you. Lawrence embodies the rare combination of financial acumen and artistic sensibility – someone who understands both spreadsheets and soul samples. I wanted to connect with him because he embodies something I value deeply: the courage to follow your internal compass even when external pressures pull you toward validation.
Our conversation is LIVE now on the Just Press Record YouTube channel (and this Cultish Creative Playlist). Listen and you’ll hear fascinating discussions about hip-hop sampling as creative genius, the democratization of art, and why curiosity is actually a form of gratitude for the unknown.