Hot Rocks
A portfolio is, after all, a vessel. It is a container for our financial investments, and what we leave OUT of that container is every bit as importan…
Things Fall Apart (Part 1)
Part 1 of a three-part series on what it means to have a polarized electorate and a monolithic market. Today's note: the Age of Ridiculousness and the…
Intentional Investor #12: Jim O’Shaughnessy
On this episode of the Intentional Investor, Matt Zeigler welcomes legendary investor and entrepreneur Jim O'Shaughnessy. Jim shares fascinating stori…
The Intentional Investor #11: Eben Burr
Join Matt Zeigler as he sits down with Eben Burr, a financial professional with a fascinating journey from the D.C. punk rock scene to the world of be…
Breaking News #27: When Common Knowledge Trumps Reality
In the latest episode of Breaking News, we are joined by Epsilon Theory Co-Founder Rusty Guinn. We cover the latest developments in the 2024 election …
Metametastasis
We are all concerned about how Gen AI may untether us from reality.
We are not nearly concerned enough about how media will have the ability to do t…
The Intentional Investor #10: Grant Williams
In this episode of The Intentional Investor, Matt Zeigler talks with Grant Williams, a veteran of the finance industry and creator of the popular news…
Make, Protect, Teach with Scott Bradlee: Part 1
In our Saturday conclusion, Scott Bradlee of Post Modern Jukebox @postmodernjukebox joins Epsilon Connect 2024 to lead the conversation about what …
So What Now What?
What happened over the weekend happened. There’s nothing to be done about it now, and I think the last thing you want to do is sell into it today. B…
Why Am I Reading This Now? 08.05.24
Recent major media stories that feel to us like they’re part of a larger narrative campaign.
The Road to Total War
Israel's assassination of Hamas leader Ismail Haniyeh isn’t that important in and of itself, but is important because of where it happened – in Te…
Introduction to the ET Pro Dashboard
Replay of our 7/26 webinar introducing the ET Pro Dashboard – a direct window into our Radiant technology platform and its narrative signals across …
Breaking News #26: The Biden Harris Swap
In this episode of Breaking News, we cover the recent developments in the Democratic party, with Biden stepping aside and Kamala Harris becoming the p…
The Weird Thing
The weirdest thing about this "weird" campaign is how convinced some are that it represents a thoroughly directed, planned, systematic propaganda effo…
Lessons of a Short Seller: Navigating the Great Ravine without an ISDA
Recorded on July 24, this webinar explores how a long-only, long-term investor or advisor can protect a portfolio through a tail-risk market event wit…
Why Am I Reading This Now? 07.29.24
Recent major media stories that feel to us like they’re part of a larger narrative campaign.
We Are Losing Our Minds
Your brain evolved to perceive symbols.
Symbols evolved to be perceived by your brain.
Human society is evolving around a technology which exposes…
Being Human At An AI Conference: Epsilon Connect 2024 Notes
Matt Zeigler went to Epsilon Connect 2024: Being Human in the Age of AI.
It took him a while, but he figured out what it's all about.
The Intentional Investor #9: Ryan Krueger
In this episode of the Intentional Investor, Matt Zeigler speaks with Ryan Krueger, founder of Freedom Day Solutions. Ryan shares his journey from wor…
Human Being in the Age of AI
The human animal is a social animal, in the truest sense of the words, more similar in our essence to ants, bees and termites than to any other creatu…
The New ET Pro Website is Here!
I’m thrilled to announce the launch of a total revamp of the ET Pro website, now incorporating the ET Pro Dashboard – a direct window into our ‘…
Breaking News #25: The Trump Assassination Attempt and Our Plunge Into the Great Ravine
In this episode if Breaking News, we discuss the recent assassination attempt on former President Trump and explore its implications within the contex…