Office Hours Recap 10/21/2022

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 10/21/2022 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.

US Mortgages:

This Office Hours was centered around US mortgages. After the success of our UK pensions webinar and the many conversations we’ve had around the topic on Office Hours, Ben wanted to shift our focus to the US. Long story short, it’s got his spidey sense tingling. And he had the charts to prove it. If you’re interested in learning more, hop on the Forum and join the conversation.

Capacity:

This was the first Office Hours where we hit capacity for our Zoom meeting. This means that some of you were unable to attend the meeting or were let in late. Our current capacity is for 100 people to join the meeting. So make sure to log on as early as possible! I usually open the Zoom call around 5 minutes before the actual start time. This is where we all chat for a bit before Ben comes on and starts the conversation. I admit people into the meeting on a rolling basis, but it is first come first served.


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.

To learn more about Epsilon Theory and be notified when we release new content sign up here. You’ll receive an email every week and your information will never be shared with anyone else.

Start the discussion at the Epsilon Theory Forum

The Latest From Epsilon Theory

DISCLOSURES
This commentary is being provided to you as general information only and should not be taken as investment advice. The opinions expressed in these materials represent the personal views of the author(s). It is not investment research or a research recommendation, as it does not constitute substantive research or analysis. Any action that you take as a result of information contained in this document is ultimately your responsibility. Epsilon Theory will not accept liability for any loss or damage, including without limitation to any loss of profit, which may arise directly or indirectly from use of or reliance on such information. Consult your investment advisor before making any investment decisions. It must be noted, that no one can accurately predict the future of the market with certainty or guarantee future investment performance. Past performance is not a guarantee of future results.

Statements in this communication are forward-looking statements. The forward-looking statements and other views expressed herein are as of the date of this publication. Actual future results or occurrences may differ significantly from those anticipated in any forward-looking statements, and there is no guarantee that any predictions will come to pass. The views expressed herein are subject to change at any time, due to numerous market and other factors. Epsilon Theory disclaims any obligation to update publicly or revise any forward-looking statements or views expressed herein. This information is neither an offer to sell nor a solicitation of any offer to buy any securities. This commentary has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. Epsilon Theory recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.