I want to show you what ‘mobilizing narrative support’ looks like, as measured by our revolutionary Perscient technology and as understood by someone who has spent the past 35 years studying, writing and teaching about this stuff.
Do you know Bryan Moore? Host of the Active Advisor podcast at Harbor Capital, former trading floor veteran who’s built ETF desks from scratch at major firms like Morgan Stanley, RBC, and WisdomTree, and one of the most thoughtful voices on how active ETFs are reshaping the investment landscape.
If not, allow me to introduce you. Bryan has spent over two decades in the trenches of financial markets – from trading futures in the Chicago pits to building international ETF operations to educating institutional clients about the evolution from passive indexing to smart beta to active management. I wanted to connect with him because he embodies something I value deeply: the ability to synthesize complex market knowledge with genuine curiosity about human behavior and psychology.
Our conversation is LIVE now on the Epsilon Theory YouTube Channel (and this Cultish Creative Playlist). Listen and you’ll hear how a colorblind kid from Virginia who joined the military became one of the most connected voices in ETF education, why he drives in silence to cultivate quiet thinking time, and his legendary Vatican trade story.’
Read more at cultishcreative.com
Jared Dillian came on Just Press Record to discuss his excellent new book, Rule 62: Meditations on Success and Spirituality – and he surprised me with this statement:
“You can teach pretty much anything in writing, except for two things: voice and imagination. You either have it or you don’t.”
But what if you don’t realize if you have it or not yet?
I’m only asking because I’ve felt this way before. More than once. In more than one domain too (I remember feeling this with writing music and writing words, very distinctly!).
So what is voice?
Read more at cultishcreative.com
Somebody was talking about the power of thinking big the other day. It was all about impact.
Then I saw somebody else talking about the power of thinking small. It was all about little efforts compounding today into bigger results later.
They’re both right and they’re both missing the real point.
It’s not about the size in the first step (although the size is obvious in end result).
It’s all about the action, today.
It could be brilliant business idea nobody has thought of before.
Everybody might say its weird or dumb or whatever, but it could change the world.
It could also be a boring act that everybody has thought of before but executed in a way nobody will ever attempt.
Read more at cultishcreative.com
This is an exclusive subscriber-only preview of the first six chapters of Rusty Guinn’s upcoming book Outsourcing Consciousness: How Social Networks are Making Us Lose Our Minds. The book explores how evolution, polarization, and technology are slowly transforming humanity into a hive mind - and what we can and can't do about it.
The Long Now is everything we pull into the present from our future selves and our children. We are told that the economic stimulus and the political fear of the Long Now are costless, when in fact they cost us … everything.
Tick-tock.
Men of God in the City of Man is a nine part series about a narrative virus that infected the charismatic and Pentecostal churches in the United States. It isn't a story about Christian Nationalism. It isn't a story about January 6th. It isn't a story about why people voted for Trump. It is a story about a story. It is a story about the language that created a self-sustaining movement defined by its unwavering belief in a fundamentally corrupt electoral system.
Men of God in the City of Man
Amid the Widening Gyre of politics and the black hole of financial markets, the only anchor is us, together, walking with Clear Eyes and Full Hearts. Experience Ben's original 4-part series.
Outsourcing Consciousness
The Long Now
Men of God in a City of Man
Things Fall Apart
Recent Notes
I Think The Gun Helps
Our kids are being rewired.
The data implicating the smartphone-based childhood are compelling but not conclusive – and may never be.
So how should governments, communities, schools and families decide what to do?
And You Wonder Why Bitcoin and Gold are at Record Highs
The Fed’s inflation-fighting credibility is shot and everyone in Washington and on Wall Street is in the bag for nominal growth, ie Number Go Up on EVERYTHING, through the November election.
After that … well, as Louis XV so aptly put it: après moi, le déluge.
Wheeee!
The Semantic Universe
Between the idea
And the reality
Between the motion
And the act
Falls the Shadow
The End of History and the Triumph of Fiat World
The great danger of generative AI lies in its use by governments and corporations to cement the most anti-human misalignment of all – the misalignment of rulers from the ruled, of the State from the People.
How Does Technology Rewire the Intricate Circuitry of the Teenage Mind?
The central course of our children’s lives is being mind-warped by social media and smartphones, not in some ethereal ghost-in-the-machine sort of way but in an actual neural-wiring sort of way, and this research note by Kiril Sokoloff and the 13D team shows how.
The Washington Pravda and the Wall Street Izvestia
Today both Wall Street and the White House are determined to tell you a story that inflation is over and mission accomplished. Wall Street because they want a cheaper price of money and the White House because they want to win an election.
It’s not a lie, per se, but it’s not a truth, either. It’s all just story, all the way down.
And like all sclerotic institutions, Wall Street and the White House rely on their media organs to tell the story.
Useful Idiots
Yes, Virginia, western news media are often useful idiots.
But let’s be real: so is Tucker Carlson.
It’s All True
Eight thoughts that I can’t reconcile about about Justin Mohn, the 32-year-old in Levittown, Pennsylvania who murdered his father, cut off his head, and made a YouTube video showing off his trophy and saying he did it because his father, who worked for the US Army Corps of Engineers, was part of the “Biden regime” and was a “traitor to his country”.
It’s All True (Eight Thoughts on Justin Mohn)
Eight thoughts that I can’t reconcile about about Justin Mohn, the 32-year-old in Levittown, Pennsylvania who murdered his father, cut off his head, and made a YouTube video showing off his trophy and saying he did it because his father, who worked for the US Army Corps of Engineers, was part of the “Biden regime” and was a “traitor to his country”.
Men of God in the City of Man, Part 9: Pathogenesis
A single virus can cause disease of the body in several ways at once.
A single narrative can cause disease in society in several ways, too.
This is the story of a new disease from an old acquaintance.
The Intellectual Rot of the Industrially Necessary University
The intellectual rot of the modern University perverts and diminishes the works of its faculty and administrators, no matter how smart they are, no matter how well-intentioned they are. It is a rot that requires plagiarism and promotes antisemitism.
We require a new Reformation, and here are its theses.
Non-Linguistic Inflation Framing in the Wall Street Journal
We do a lot of work here to understand how the media frames issues linguistically, but we haven’t done much to see how that carries over in graphical narrative representations. Would the same patterns we see in the WSJ’s words be represented in the WSJ’s pictures?
Oh yes.
“Yay, College!”
Every once in a very great while, the direct beneficiaries of a yay-something narrative construction overplay their hand so egregiously, embarrass themselves so publicly, reveal their mediocrity so clearly, that the Common Knowledge propping up the yay-something narrative collapses.
This is the breaking of “Yay, College!”.
I Got You Fam
Last week, Jay Powell told you that the Fed intends to cut interest rates next year, not because they must, but because they can.
But inflation is a bird that always comes home to roost. And when it does, we will look back at Powell’s Christmas 2023 “I got you fam” pivot as a BFD in the Great Unmooring.
The Changing Narrative of Women on Wall Street
Sure, you can do it. But you shouldn’t.
This used to be our common knowledge about risk-taking men on Wall Street. Today it’s our common knowledge about women.
And we are all paying a heavy price for that.
Pain, Political Vibes, and Being a Bat
The core problem for Team Blue isn’t the candidate, it’s the team. Specifically, it’s the very online population of Team Blue journalists, academics and political operatives and their pseudo-religious, dogmatic urge to explain why aggregate economic statistics are more meaningful than lived experience.
Argentina Leaps
The election of Javier Milei as Argentina’s president is a classic Great Unmooring event. Don’t get me wrong – I am totally rooting for the guy and I am not saying this is a Bad Thing TM. In fact, I think Milei is absolutely right to take a flamethrower to the Argentine central bank and entrenched public sector. But it is a profound unmooring all the same, not just for Argentina but for the world.
Fiat News in the Fog of War
The obligation of the news media when major events are unfolding should be to act with more discretion and care, not less.
They failed at this most critical task this week. Utterly.
Freedom of Speech, Rich Men of Reach
TRIGGER WARNING:
This note will make many readers anxious and angry, because you have been told by the political entrepreneurs of your tribe that neither Oliver Anthony nor Greta Thunberg is ‘political’ at all, and that anyone who says otherwise is a bad person.
The political entrepreneurs of your tribe are lying to you.
Narrative Derangement Syndrome
Awareness of narrative is a necessary tool for the politically engaged citizen.
Up to a point.
If obliviousness to narrative is the easiest way to shut off our brains, narrative derangement syndrome is a close second. The citizen must be vigilant against both.