Epsilon Theory Podcast

Ben Hunt
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Nov 26, 2025 • 1h 31min

The Intentional Investor #42: Dave Nadig

Dave Nadig, a veteran in the ETF industry, shares his inspiring journey from the world of live TV to founding successful businesses. He opens up about a life-changing climbing accident that reshaped his priorities and softened his perspective. From his 'no-lock kid' upbringing to insights on creativity and parenting, Dave emphasizes the importance of family and intentionality in life. He also explores the evolution of ETFs and his vision for fostering genuine conversations within the industry.
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Nov 12, 2025 • 1h 34min

The Intentional Investor #41: Pablos Holman

Pablo Holman, a visionary hacker and deep-tech investor, takes us on a thrilling journey from rural Alaska to innovations like a laser mosquito zapper. He argues why inventors outweigh pop culture icons, drawing parallels between skateboarding and groundbreaking inventions. Holman shares his experiences of live hacking performances and early web development in Alaska. He emphasizes the critical role of deep-tech in solving real-world problems and the importance of a hands-on, Alaskan can-do mindset that fuels persistent innovation.
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6 snips
Oct 29, 2025 • 1h 41min

The Intentional Investor #40: Adam Butler

Adam Butler, CIO of Resolve Asset Management and author of "Adaptive Asset Allocation," shares his fascinating journey from a Dungeons & Dragons enthusiast in Newfoundland to a thought leader in investing. He discusses his early dreams of becoming a neurosurgeon, how a trading competition ignited his passion for markets, and the pivotal lessons learned from failures and triumphs in his career. Adam emphasizes the importance of humility, risk management, and the transformative power of curiosity, highlighting how personal experiences shaped his unique investment philosophy.
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Oct 15, 2025 • 1h 37min

The Intentional Investor #39: Tyrone Ross

Tyrone Ross joins The Intentional Investor with Matt Zeigler for a conversation that goes far beyond markets — a story of grit, purpose, pain, and love. From growing up in the projects of New Jersey to becoming an elite athlete and mission-driven financial leader, Tyrone shares how the people who filled the gaps in his life helped shape his identity and purpose. This episode explores how embracing pain, service, and faith can transform setbacks into gifts, and how personal history informs a life of intentional investing and impact.
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Oct 1, 2025 • 1h 35min

The Intentional Investor #38: Danielle Strachman

In this episode of Intentional Investor, Matt Ziegler sits down with Danielle Strachman, co-founder and general partner of 1517 Fund, former director at the Thiel Fellowship, and lifelong supporter of unconventional paths. Danielle shares her journey from a New England upbringing and music-filled childhood to starting a charter school during the financial crisis, building 1517 to back “dropouts, renegades, and sci-fi kids,” and embracing her role as a “professional fairy godmother.” Her story is one of resilience, creativity, and building communities that make a difference.
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Sep 19, 2025 • 2h 4min

The Intentional Investor #37: Eric Pachman

Matt Zeigler sits down with Eric Pachman to explore how purpose, curiosity, and friendship powered an unlikely path from chemical engineering and ExxonMobil to Wall Street, data storytelling, and exposing hidden costs in healthcare. Eric shares the decisions and inflection points that shaped his life—becoming a parent during Harvard Business School, burning out and rebuilding energy as an introvert, and learning to make complex ideas useful—while offering practical frameworks for better decisions, communication, and impact.
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Sep 4, 2025 • 1h 27min

The Intentional Investor #36: Jenny Rozelle

In this episode of The Intentional Investor, Matt Zeigler sits down with Jenny Rozelle—attorney, business owner, and host of the Legal Tea podcast—to explore her journey from small-town Indiana to running a thriving law firm with her husband. Jenny shares stories of persistence, mentorship, and building a business that doubles as a community asset. From stubbornness as a superpower to balancing cattle chores with client calls, this conversation blends humor, resilience, and hard-earned lessons about investing in both life and work.
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Aug 20, 2025 • 1h 30min

The Intentional Investor #35: Devin Anderson

Devin Anderson, CEO and co-founder of Convexitas, shares his extensive experience in startups and financial institutions. He recounts his early tech career in high school and pivotal lessons from the 2008 financial crisis. The discussion dives into the complexities of risk management, the challenges of creating a business during the pandemic, and the transformation of banking models. From light-hearted anecdotes to deep financial insights, Anderson emphasizes the importance of innovation in navigating today's investment landscape.
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Aug 6, 2025 • 1h 37min

The Intentional Investor #34: Rupert Mitchell

Rupert Mitchell, a global capital markets veteran and founder of Blind Squirrel Macro, shares his unique journey from Spanish literature major to billion-dollar dealmaker. The conversation dives into Norse mythology, particularly the character Ratatosk, exploring its parallels with market dynamics. Rupert reflects on his time transitioning from Wall Street to the culinary world and reminisces about the vibrant 1970s London scene. He also tackles the contrasts between capitalism and socialism in today's economy, encouraging deeper macroeconomic engagement.
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Jul 23, 2025 • 1h 49min

The Intentional Investor #33: John Stoj

In this episode of The Intentional Investor, Matt Zeigler sits down with John Stoj for a wide-ranging conversation that explores career reinvention, risk-taking, and the deeper purpose behind financial decisions. From an unexpected Wall Street entry via a summer internship, to launching a sushi business, to ultimately rethinking how investment advice should be delivered, John shares a journey filled with humility, humor, and hard-earned lessons.

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