Office Hours is an hour long Zoom call we have on Fridays from 2-3pm ET. The event is exclusive to Epsilon Theory members and is a great way to hear Ben’s thoughts on markets, politics, and current events as well as get to know other pack members. Every Monday I post a brief recap of the previous OH. This is not a transcription of the call and doesn’t cover everything. But it does outline the main conversations we had.
Before this was posted on the ET Forum, but we’re moving it to the front page so more people can see the recap and see what goes on at Office Hours.
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.
We’ve relaunched the Make, Protect, Teach initiative on the Forum. Now, it’s a bulletin board where pack members can ask for and offer advice to strengthen and grow our communities. It’s a great way to get help with a project you’ve been working on and crowdsource ideas. We’ve already got a conversation going about learning CPR. Check it out!
It’s been teased in previous Office Hours, but Ben was finally able to announce the creation of the Applied Research Center (ARC) for Narrative Studies at Vanderbilt University. This is huge! The center is possible through a very generous donation by the McGee family (ET pack members) and Ben will be serving as an advisor.
This is an attempt to marry data science with the study of narratives. It’s everything we talk about here at Epsilon Theory and Vanderbilt is the perfect place to launch this program.
Of course we had to talk about the current markets. Ben recommended rereading his note NGMI (Not Gonna Make It) to understand the CPI report. For the Euro, we’re seeing a lot of indicators of systemic risk concern all over Europe. Because as much as the Fed “isn’t going to make it” the situation in Europe is much worse. The “soup of systemic risk” is coming back so keep an eye out.