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 9/30/2022 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.
New pack meetings:
Pack members have enjoyed the conversations on Office Hours so much they decided to keep it going. Starting today, there will be a pack led meet up and discussion on the first Monday of each month. Currently this is a morning meeting and it’s a great way to start your week. Check out the Forum for more information on how to join!
Stocks and Bonds:
We had a great conversation of returning to basics to understand the economic turmoil in the UK. Ben wanted to look at the background of the chaos and predict what the implications will be.
Ben started by laying out some (perhaps familiar) definitions of stocks and bonds. And used them to crystalize what happened in the UK. Throughout the conversation, Ben used simple economic ideas like “interest rates up = currency stronger” to help us understand the more complex ideas he was describing. It was a great way dissect the topic and peel back the layers to reveal the truth behind it all.
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.