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Always Go To the Funeral

August 23, 2017

I wrote this note in August 2017, soon after Charlottesville and Trump’s “very fine people” comment. It’s time to dust it off in the wake of “go back where you came from”.

Because this is what political entrepreneurs do – on both the Right AND the Left.

Because this is how all of our political institutions are transformed into competitive games.

Because this is how Trump and The Squad break us.

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ET In Full

Notes from the Diamond #6: Hittin’ ‘Em Where They Ain’t (Part 1)

By David Salem | February 14, 2019 | 0

In baseball and in investing, how do we distinguish truly great practitioners from merely good ones? Let’s start by looking at two greats who revolutionized how the game is played – Branch Rickey in baseball and David Swensen in investing.

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The Road to Tannu Tuva, Pt. 2

By Rusty Guinn | January 29, 2019 | 0

The next stops in our discovery of the process of discovery? A town of 1,282 people and the mind of a German physicist named Arnold Sommerfeld.

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You Are Here

By Ben Hunt | January 11, 2019 | 27

The greatest risk to your portfolio is a change in the zeitgeist. A change from deflation to inflation. A change from cooperative international games to competitive games. A change from capital markets to political utilities.

I think it’s all happening.

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The Road to Tannu Tuva, Pt. 1

By Rusty Guinn | December 19, 2018 | 5

When our processes of inquiry lack challenge, doubt and obsession with falsifying our best ideas, the result is inevitable. Our conclusions cease to be science and become something else entirely. That something else is a thing sensitive to narrative, vulnerable to priors and bias. That something else is scientism.

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Even When I Lie

By Rusty Guinn | November 28, 2018 | 28

The way I see it, there are three reasons a person becomes a liar: he believes that he must, he believes that he may, or he believes it serves a Greater Truth.

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Things Fall Apart (Part 3) – Politics

By Ben Hunt | November 19, 2018 | 15

Take back your vote.
Take back your distance.
Take back your data.

How to make our way as citizens in a fallen world, with Clear Eyes and Full Hearts to make it better.

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ET Live!

ET Live! – 7.9.2019

July 9, 2019

It’s the July 9th ET Live!, where we dive into all things Libra, Facebook and get an update on market narratives.

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ET Live! – 6.18.2019

June 18, 2019

Join us here at 2PM Eastern today for the latest edition of ET Live. Today’s edition is all about the grotesque charades and cartoons being used to cynically manipulate narratives. Not one to miss.

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ET Live! – 6.4.2019

June 4, 2019

Ben and Rusty update subscribers on the shift from cooperative to competitive games and our narrative research program, with a focus on the China Trade War and US electoral politics.

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ET Live! – 5.14.2019

May 14, 2019

Ben and Rusty discuss games of chicken and multi-level games, and where we think the previously complacent trade and tariffs narrative has gone in early May.

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