The Zeitgeist

Letter From a Birmingham Museum

By Ben Hunt | July 3, 2018 | 12 Comments

MLK Day is a uniquely American holiday, a national day of remembrance for the fundamental civil rights that bind American citizens together as one nation, under God, indivisible, with liberty and justice for ALL.

MLK Day reminds us of the foundations of a UNITED States of America, a reminder that has never been more important to take into our hearts.

It’s not too late, you know. We can still find that unifying narrative of what America can – and should – mean.

MLK shows us the way.

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The Ireland Event

By Ben Hunt | January 12, 2021 | 25

I believe there is a non-trivial chance that the United States will experience a rolling series of “Ireland events” over the next 30-45 days, where the Covid effective reproductive number (Re not R0) reaches a value between 2.4 and 3.0 in states and regions where a) the more infectious UK-variant (or similar) Covid strain has been introduced, and b) Covid fatigue has led to deterioration in social distancing behaviors.

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ET Podcast #3 – The Ireland Event

By Ben Hunt | January 14, 2021 | 4

In episode #3 of the Epsilon Theory podcast, Rusty and I discuss the spike in Covid cases in Ireland and the risk of seeing a similar “Ireland Event” here in the US.

The time to act is NOW, not with indiscriminate lockdowns, but with strong restrictions on international and domestic air travel to contain the UK-variant virus while we accelerate vaccine delivery.

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A New Gilded Age

By Rusty Guinn | May 24, 2020 | 22

A Gilded Age isn’t an age of prosperity. It is an age of the narrative of prosperity, and narratives of prosperity are always top-down political narratives.

There is but one way to tear down top-down political narratives: action.

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A Truth That’s Told With Bad Intent

By Ben Hunt | May 14, 2020 | 37

A truth that’s told with bad intent
Beats all the lies you can invent.
– William Blake

Our narratives of COVID-19 are all lies.

They are lies of a particular sort, political narratives that have a nugget of truth within them, but are told with bad intent. They are told this way because it works. Because the nugget of truth hides a deeper, unpleasant truth. And a Big Lie.

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Bear Stearns and the Narratives of Systemic Risk

By Ben Hunt | April 23, 2020 | 16

The systemic risk question you need to ask yourself today is the same question you needed to ask in 2008.

What is the micro-level truth of the potential real-world shock, and does that micro-level truth threaten the common knowledge surrounding a levered business model and securitized asset class of enormous size?

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Inception

By Ben Hunt | April 14, 2020 | 14

We’re going to change the world, you know … you and me. We’re going to create points of failure for the system of sociopathic oligarchy AT SCALE.

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First the People

By Rusty Guinn | April 14, 2020 | 50

This is not a chronicle of errors and mistakes made during COVID-19.

This is the story about the inevitable, simultaneous failure of each of the institutions designed to operate in our interest.

It is the story of how we respond to fragility with resilience.

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Once in a Lifetime

By Ben Hunt | March 29, 2020 | 38

We are led by high-functioning sociopaths, in our politics and our economy, and nowhere is this more apparent than in our war against COVID-19. It’s a power thing.

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Harper's Corner

This year the Super Bowl will have their first female referee. Sarah Thomas was also the first female on-field official in the NFL back in 2015.

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Archive Spotlight

Facebook Delenda Est

August 20, 2020

More than any other company, Facebook is undermining our democracy and our most integral political rights.

More than any other company, Facebook has bought and paid for political cover at the highest levels of American, Indian and European government, political cover that prevents any of the actions we might take as a society to rid ourselves of this cancer.

Facebook delenda est.

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ET Live!

ET Live! – 1.19.2021

January 19, 2021

Check out the January 19 ET Live, where Ben and Rusty talk with you about the latest ET notes.

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