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 11/18/2022 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.
Ben wrote the original MacGuffin all the way back in May and part 2 has been a long time coming. Well he finally released it and it takes a look at the story arc of SBF and FTX. You can read the note here or visit the front page. In addition to being a thorough written examination of SBF and FTX it also has some great charts that Ben made to illustrate the money flow.
We spent our discussion talking about the note, the crypto crisis, and sharing what the MacGuffins are in our own lives. There are great conversations happening on the Forum about all of these topics. Check it out and see what the pack has to say.
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.