
Epsilon Theory on Tape: Hollow Men, Hollow Markets, Hollow World
Epsilon Theory Podcast
The Question Is Not How to Get Curbed, but How to Live
i think the political consequences of the wealth destruction now required to control inflation authentically are too unbearable for every status quo political institution. I think, by far, the most likely path forward is greater and greater political lashing out into worse and worse policy positions both economically and culturally. On offence, look for investment opportunities where you have information that reflects an economic reality at odds with the public voices driving a market phenomenon. This is where you can generate potential returns when the economic reality is ultimately revealed as just that reality. These opportunities tend to be discreet and occasional trades, as opposed to long standing strategies like those used in financial markets today. Almost by definition, almost all new information is being generated by