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.

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 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.
The Intentional Investor #30: Andrew Cohen
In this episode of The Intentional Investor, Matt Zeigler sits down with Andrew Cohen, a former market maker at Bernie Madoff’s firm whose life took a dramatic turn when the largest Ponzi scheme in history unraveled. But this isn’t just a story about scandal—it’s about resilience, reinvention, and redefining success on your own terms.
The Death of Risk
The death of risk happened with a whimper, not a bang. Not because the market blew up, but because of an icy truth: safe havens ain’t safe.
If you don’t trust the meaning of risk-free, you can’t trust the meaning of risk, and we have built everything on the meaning of risk.
The Intentional Investor #29: Kris Abdelmessih
In this captivating episode of The Intentional Investor, Matt Zeigler sits down with Kris Abdelmessih, the mind behind Moontower. From his immigrant family upbringing in New Jersey to becoming a seasoned market maker who covered virtually every trading pit imaginable, Kris shares his fascinating journey through the financial world. Learn how key mentors, family influences, and pivotal life moments shaped his path from trading floors to becoming a respected financial writer.
Our True Enemy Has Yet to Reveal Himself
It’s not the tariffs. It’s not the recession. These are just the catalysts through which the true enemy shows himself.
The true enemy is the over-financialization of the US Treasury market, and its catalyst is the diminishment of the full faith and credit of the United States.
The trading / gambling spectrum
Brent Donnelly surveyed almost 2,000 active traders about work and life. The results are fascinating and Brent’s advice is wonderful!
Locker Room Talk
Who’s to blame when a chosen son is drafted 144th overall?
The spectacle of Shedeur’s fall teaches us lessons on behavior – both public and behind closed doors – in a world where everything leaks.
The Intentional Investor #28: Brent Kochuba
In this episode of The Intentional Investor, Matt Zeigler sits down with Brent Kochuba, founder of financial research firm SpotGamma. Brent shares his remarkable journey from network administrator to options trading expert, including his experiences at major financial institutions, surviving market crashes, and ultimately building his own successful derivatives research business. With humor and candor, Brent reveals the unexpected paths that led him to where he is today, including family influences, career pivots, and seizing opportunities during uncertain times.
Wall Street’s Not-So-Golden Rule
We are in the early stages of a bank run on the United States and the US dollar, and everyone on Wall Street is heading for the exits, including domestic investors who will exit not because they want to but because they know the Not-So-Golden Rule.
We’ve Tried Nothing and We’re All Out of Ideas
When you’re defending the indefensible, you have to create a symbol powerful enough to keep the masses in line.
“I voted for this” is one of the few capable of sustaining support for policy this extreme.
The Intentional Investor #27: Daryl Fairweather
Join Matt Zeigler on The Intentional Investor podcast as he interviews Daryl Fairweather, Chief Economist at Redfin and author of the new book “Hate the Game: Economic Cheat Codes for Life, Love, and Work.” In this engaging conversation, Daryl shares her journey from MIT to the University of Chicago, her experiences navigating corporate America, and how she applies economic principles to everyday life decisions. With her unique background spanning academia, tech, and real estate, Daryl offers fascinating insights on using economic frameworks to understand human behavior and make better decisions.
Scoreboard
We live in a world awash with narrative.
It’s worth celebrating those rare moments where a man gets to thumb his nose at those narratives, point to the sky, and say “Scoreboard.”
I Broke the Dam
Some want us to believe that the narratives that shape belief are universally promoted from the top down.
That hasn’t been true for a long time.

Do you know Craig Pearce? He’s a nonfiction publisher at Pan Macmillan/Harriman House (one of the “big five” publishing houses) who’s brought us Morgan Housel, Adam Mead, Ted Seides, and Richard Shotton’s “Choice Factory” – plus he handles 120+ book proposals per year but only publishes 25-30.
If not, allow me to introduce you. Craig has spent 17 years editing hundreds of books and has developed what he calls a “snooker instinct” for recognizing quality manuscripts that will resonate with readers. I wanted to connect with him because he embodies something I value deeply: the ability to spot exceptional storytelling while maintaining the pragmatic wisdom that publishing has fundamentally changed in the Amazon era.
Our conversation is LIVE now on the Just Press Record YouTube channel (and this Cultish Creative Playlist). Listen and you’ll hear Craig discuss everything from Alfred Wainwright’s stunning Lake District guides to why good leadership matters more than raw business success.
Read more at cultishcreative.com
I don’t know exactly why this story became top of mind when I was talking to Grant Williams (TTMYGH, ex-Real Vision, etc.) and Craig Pearce (physical book nerd/publisher, Harriman House guy, aka the reason you know Morgan Housel, etc.), but I ended up telling them this crazy “how Ace of Bass got discovered” story and – somewhere between smash hit cultural products and a frustratingly high amount of market-driven luck, I think you’ll get it.
So Denniz PoP, who – don’t worry – you’ve never heard of, was a Swedish super-producer who ultimately helped put Max Martin on the map. Martin’s a god amongst men, which makes Denniz’s Swedish origins and success despite his (let’s be honest, kind of corny) “stylized” name even more fascinating.
Denniz was a known entity, and a then unknown band from around the way named Ace of Base sent him a demo. He got the tape, threw it in his car stereo, and pressed play. “Mr. Ace” was the song. He thought it was, “meh.”
He pressed eject and… nothing happened.
The demo got stuck. So for the next few days and then weeks, every time Denniz got into his car to go somewhere, he heard the song, and it started to grow on him. Maybe it wasn’t so bad. Maybe this song had some structure to it, and it was catchy, and if anybody was going to do something with it, it was him, right?
Like most demos and blind submissions, Denniz had kept the source but immediately lost/tossed the contact information. This presented a problem. Meanwhile, Ace of Base, from their side of town was feeling dejected. As a last ditch effort, they put in a phone call to see if he ever heard the demo, to which he said, “YES,” and then invited them to his studio to record and re-title their song as “All That She Wants.”
It was a little bit of a hit. It reached number one on charts around the world and if you were around in 1993/1994, you already have it playing in your head. All because the tape got jammed in the right person’s car cassette deck.