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Tag: Professional

Available to Professional level subscribers only.

Semantic Factorization Demo for Epsilon Theory Professional

Background and demonstration of Second Foundation Partners' new semantic factorization technology, where we identify at scale and speed the underlying…
Harper Hunt February 4, 2025
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Fast and Furious

We’ve analyzed DeepSeek narratives in global news media over the past week to evaluate how they’re evolving. What started as a dominant narrative …
Ben Hunt February 3, 2025
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One-Shot

In meme-world and videogames and pop culture, you ‘one-shot’ an opponent when you kill him with a single, devastating attack. Everyone is all set …
Ben Hunt January 26, 2025
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The Prisoner

As much as our modern day Number Six – Fed Chair Jay Powell – may protest that he is a free man with lots of wiggle room on the pace of future rat…
Ben Hunt December 13, 2024
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The Global Scrum

I think the scrum is a great metaphor for what’s happening everywhere in the world right now, not just in Washington DC for the domestic US politica…
Ben Hunt December 3, 2024
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The Swallows Return to Capistrano

The Wall Street year-ahead "outlook notes" are like the swallows returning to Capistrano ... next year will be a stock-picker’s market, and we shoul…
Ben Hunt November 20, 2024
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Shadow Banking and the Next Financial Crisis

Structure of Financial Crisis (the bonfire) Necessary Conditions of Crisis (the kindling) Catalysts of Crisis (the match) So What Do We Do About It?
Ben Hunt November 11, 2024
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The Iranian Maginot Line

I thought Israel was the country with the Maginot Line – in the form of the Iron Dome missile defense system – and that the Phony War would resolv…
Ben Hunt October 7, 2024
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The Maginot Line of Commercial Banking

What we have today is maximum complacency around financial system risk because everyone always prepares for the last war. We have built a Maginot Lin…
Ben Hunt September 20, 2024
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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…
Ben Hunt August 5, 2024
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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…
Ben Hunt August 2, 2024
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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 …
Ben Hunt August 2, 2024
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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…
Ben Hunt July 30, 2024
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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 ‘…
Ben Hunt July 17, 2024
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Lessons of a Short Seller: Navigating the Great Ravine without an ISDA

New webinar scheduled! Lessons of a Short Seller: Navigating the Great Ravine without an ISDA Wednesday, July 24 4:00 pm EDT
Ben Hunt July 13, 2024
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Unemployment Enters the Conversation

Big change in our dominant central bank and monetary policy narratives. For the first time in years, unemployment is at the top of the network mind.
Ben Hunt July 5, 2024
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The Triple Systemic Risk Thesis

My spidey-sense for major systemic risk has sounded an internal alarm three times in my investment career. Once in Q4 2007 over alt-a and subprime RMB…
Ben Hunt June 12, 2024
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PIK Financing Narratives

I continue to feel like it’s 2007 all over again, and I’m looking forward to talking this Friday about how we prepare for the 2008 corollary.
Ben Hunt May 24, 2024
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It’s the Funding, Stupid

Here’s the question we need to ask in order to evaluate the systemic risks of a fundamental change in the provision of credit to the US economy, fro…
Ben Hunt May 14, 2024
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Godzilla vs. King Kong

What’s happening today is not only a war between commercial banks and asset managers over credit provision to large US companies, it’s also a war …
Ben Hunt May 7, 2024
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