Epsilon Theory Podcast

In this episode of Breaking News, we examine the current state of the 2024 US presidential election and how it is playing out in the narrative world. We explore the recent Trump trial and its minimal impact on public opinion, as well as growing concerns about President Biden's age and fitness for office. We then shift to reflections on our recent Epsilon Connect conference about being human in an age of AI, highlighting the importance of maintaining humanity and ethics in our use of technology. We also delve into the troubling state of higher education in America, particularly the exorbitant costs and increasing commercialization of college athletics.

In this podcast, Daniel Crosby, a behavioral finance expert and author, discusses setting healthy boundaries, life phases, translating complex ideas, power of narrative, learning/unlearning, and being present in heavy moments. They explore the intersection of investing and life, sharing insights on critical thinking in human behavior, career choices, creative evolution through writing, and the significance of personal dedications in books.

"Briefly stated, the Gell-Mann Amnesia effect is as follows. You open the newspaper to an article on some subject you know well. In Murray's case, physics. In mine, show business. You read the article and see the journalist has absolutely no understanding of either the facts or the issues. Often, the article is so wrong it actually presents the story backward—reversing cause and effect. I call these the "wet streets cause rain" stories. Paper's full of them. In any case, you read with exasperation or amusement the multiple errors in a story, and then turn the page to national or international affairs, and read as if the rest of the newspaper was somehow more accurate about Palestine than the baloney you just read. You turn the page, and forget what you know."

Perth Tolle, founder of the Freedom Index, shares her journey from China to launching a freedom-weighted ETF. Topics include economic freedom in emerging markets, shareholder interests, and market competition.

The podcast discusses the recognition of Palestine, potential Middle East war, interest rate cuts, GameStop saga, Biden's housing proposal, market turmoil, and Conan O'Brien's appearance on Hot Ones, highlighting global risks and market maneuvers.

The outcomes of NFL games are inordinately influenced by officials relative to other sports. This is not new. The narrative environment faced by the NFL in 2021, however, IS new.

Bogumil Baranowski shares his journey from communist Poland to embracing free markets. They discuss investing with a multi-generational mindset, wealth as a planted tree, and the value of community and education in shaping perspectives on investing and life.

In this episode of Breaking News, we explore a range of topics, from the lack of media coverage surrounding the billions of dollars funneled to Donald Trump through his social media company, to the pervasiveness of gambling and speculation in our society. We discuss the embedded wage-price inflationary environment and its potential impact on our fragile, optimized systems. Additionally, we delve into the creative process behind Kelly Clarkson's hit song "Since U Been Gone" and how it relates to the construction of pop stars, media stories, and political narratives.

In this episode of The Intentional Investor, host Matt Ziegler interviews Howard Lindzon, the founder and CEO of StockTwits. Lindzon shares his journey from aspiring comedian to stockbroker, entrepreneur, and investor, highlighting the importance of mentorship, tight networks, and adaptability in the ever-changing landscape of business and technology. The conversation covers Lindzon's early investments in companies like Robinhood and eToro, the evolution of social media platforms like Twitter and YouTube, and the lessons he's learned from navigating bull and bear markets.

Analyzing NPR's bias, potential 'phony war' between Iran and Israel, disappointing Tesla Cybertruck sales, implications of Ukraine joining NATO, and Conan O'Brien's appearance on 'Hot Ones'