Epsilon Theory Podcast

They have mastered the art of stealing our tells. At scale. Here’s how we resist. At scale.

It’s time to start a fire. To burn, yes, but also to illuminate. How? Make – Protect – Teach.

The Long Now is the economic stimulus and the political fear that we pull forward from the future into the present. Tick-tock.

What made Bitcoin special is nearly lost, and what remains is a constructed narrative that exists in service to Wall Street and Washington rather than in resistance.

How do we change the world? Not through corporations and political parties from the top-down, but through men and women of good will from the bottom-up. Not as an alienated flock, but as a cooperative pack. Not with abstractions and transactions, but with making, protecting and teaching. Let's gooooooo!

Take back your vote. Take back your distance. Take back your data. How to make our way as citizens in a fallen world, with Clear Eyes and Full Hearts to make it better. Originally published November 19, 2018

Part 3 of a four-part series on what it means to have a polarized electorate and a monolithic market. The Fed, China and Italy are the Three Horsemen of the Investment Semi-Apocalypse. There’s a Fourth Horseman. And it will change EVERYTHING about investing. Originally published October 24, 2018

Part 2 of a four-part series on what it means to have a polarized electorate and a monolithic market. How do things fall apart in a monolithic market? Not with a bang but a whimper. Originally published September 4, 2018

Three fund collapses in three months, even as markets hit new highs. What do the Archegos, Greensill, and Melvin Capital blow-ups have in common? Leverage.

Part 1 of a four-part series on what it means to have a polarized electorate and a monolithic market. Today’s note: the Age of Ridiculousness and the decline and fall of the American Empire. Originally published August 8, 2018