The Zeitgeist | 1.30.2019

January 30, 2019 | Rusty Guinn | No Comments |

This is our feature of the 10 most on-Narrative (i.e. interconnected, highly similar) stories in financial media. It’s not a list of best articles, or articles we think are most interesting, or articles we agree with. But if you’re going to read 5-10 stories when you start your day, these are the ones that are most connected to the financial news that got published today.

Sustaining the Buyout Governance Model: Inside Secondary Management Buyout Boards

II Live: What’s the Buzz at II’s Equity Trading Summit?

Artificial intelligence is transforming a $22.9 trillion market for do-good funds but there are plenty of reasons to be cautious

The VC Game Is Changing: 5 Ways To Compete

How a 91% rate sparked the golden age of tax avoidance in 1950s Hollywood

Boeing Stock Flies Higher on Blockbuster Earnings

Emergent Accuses Beal, GWG, Silver Point of Conspiring to Take Portfolio

Mark Zuckerberg, Let Me Fix That Op-Ed You Wrote

General Electric: Proceed With Caution

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The Daily Zeitgeist

ET Zeitgeist: Raccoons Never Sleep

By Ben Hunt | May 28, 2021 | 5 Comments

Lemonade (LMND) isn’t just an insurance company. No, no … they’re an AI Company! ™.

Plus Chamath is up to his old tricks.

I hate raccoons.

Inflation as Ad Campaign

By Ben Hunt | May 24, 2021 | 0 Comments

An ET Pack member sent me this. Anyone else come across ads that directly call out inflation expectations? Would love to collect more screenshots like…

Many People Are Saying … Bitcoin is Art

By Ben Hunt | May 24, 2021 | 0 Comments

The Bitcoin Is Art thesis that I put out back in 2015 (The Effete Rebellion of Bitcoin) and recently put forward again (In Praise of…

B3 Debt is the New Black

By Ben Hunt | May 30, 2019 | 1 Comment

I’m not sure that people who aren’t immersed in this world realize how crappy B3 debt is. Or how much of it is getting pushed into the market.

THIS is financialization.

Red Dawn

By Ben Hunt | May 30, 2019 | 2 Comments

How will you know that the US-China trade narrative is shifting towards a protracted game of Chicken?

When the narrative becomes dominated by national security language and clusters.

Rusty and I have been all over this for a year. More to the point, we have been right. If you want to know what’s happening with the Trade & Tariff narrative structure, you should subscribe to ET Professional. This is what we DO.

Spree

By Ben Hunt | May 28, 2019 | 0 Comments

The word “spree” is so evocative in narrative-world, implying at a minimum some sort of wantonness and excess, some sort of moral bankruptcy.

How threadbare and slow-growing is the financial services world today? It’s a “hiring spree” just to open up a New York office. With 30 people. By 2022.

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