Gandalf, GZA and Granovetter

When we try to define others’ cartoon, we take away their agency, and strip away their humanity. And we do it with our clients, every time we guess what behavioral box they fit it.

Read more

Mailbag! Fall 2017 Edition

Back by popular demand, it’s the Epsilon Theory Mailbag! “Always Go To the Funeral” and “The Arborist” Another rifle shot to the crux of the matter. I would like to think that I, as a loyal reader of The Epsilon Theory, am onto many of the manipulations that you describe. But as I was reading …

Read moreMailbag! Fall 2017 Edition

Before and After the Storm or: Make America Good Again

What does the path of history tell us? What does the aftermath of one of America’s greatest natural disasters and human tragedies tell us? What can we do to survive and escape a Competitive Game that doesn’t allow us to pull away from the table? If you’re reading this, you’re probably in the investment industry, or at least have an interest in financial markets. If you’re in the investment industry or in the financial markets, you like to win. So you’re not going to like my answer.

We play. And we lose.

Read more