Office Hours is an hour long Zoom call we have on Friday’s 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. 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 understand the opportunities of Office Hours.
These are the major topics and ideas we discussed during the 7/15/2022 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.
Hollow Men, Hollow Market, Hollow World:
We spent a lot of time talking about Ben’s latest note. If you haven’t read it yet, what are you doing here? Check it out and come back later. If you have read it, you know there’s a lot to unpack. Especially with the amazing conversations happening in the forum thread. Ben loves getting compliments on his notes, but his favorite responses are ones that build off of and challenge his ideas. This thread is one of the best we’ve seen.
We took a closer look at the charts Ben introduced last OH and expanded on in his note.
Rob H had a great question about how news headlines will put a spin on an article before you even read it. And, as Ben explained, it all comes down to WAIRTN or Why Am I Reading This Now. If you’ve looked at our Zeitgeist, you’ll see a weekly post called dedicated to shining the spotlight on some articles that got us thinking WAIRTN.
We also talked about a potential ET Summit (name pending) that would be a weekend conference for pack members to meet in person and attend thoughtful discussions about markets, narrative, and more. Ideally, this would take place in Nashville in spring 2023. It’s all very much in the early stages, but if you’d be interested in attending or have suggestions for topic areas you’d like to discuss, let me know! Having a read on what our audience wants is a huge help.
We’d love to hear your thoughts on these ideas and hope that you’ll join us next time. If you haven’t already, sign up to access the Forum and Office Hours.