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Epsilon Theory Podcast

Latest episodes

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May 23, 2024 • 1h 3min

Breaking News #22: Israel, Meme Stocks and the Rising Risks Across the Globe

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.
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May 20, 2024 • 47min

Epsilon Theory on Tape: The NFL Has a Gambling Problem

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.
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4 snips
May 14, 2024 • 1h 12min

The Intentional Investor #4: Bogumil Baranowski

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.
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May 9, 2024 • 58min

Breaking News #21: Donald Trump and the Story the Media Isn't Telling

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.
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Apr 30, 2024 • 60min

The Intentional Investor #3: Howard Lindzon

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.
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Apr 25, 2024 • 59min

Breaking News #20: Hot Ones and Phony Wars

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'
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Apr 23, 2024 • 1h 12min

The Intentional Investor #2: Justin Castelli

In this episode of the Intentional Investor, Matt Zeigler and Justin Castelli explore the intersection of life and investing, discussing the importance of aligning your financial plan with your personal values and vision. Justin shares his unique perspective on setting goals versus having a vision, emphasizing the significance of investing in experiences, relationships, and intellectual property rather than solely focusing on traditional financial metrics. The two discuss the role of financial advisors in helping clients live authentically and the potential for an abundance mindset within the financial system. Justin also touches on his aspirations to support others through creative ventures and the generational wisdom he hopes to pass down to his children.
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Apr 18, 2024 • 25min

Cursed Knowledge #28: Casual Gambling

Gambling is a big deal. And everyone's got an opinion one way or another. It's had a pretty insane increase over the last few years. But what happens when Gambling becomes gambling? When it stops being a grand event and is instead a much more insidious and, well, casual thing. Spoiler Alert. Nothing good. It's now showing up everywhere. From sports, to finance, to politics, to videogames. It's rarely obvious gambling, and that's what we need to be worried about.
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Apr 18, 2024 • 53min

Men of God in the City of Man, Pt. 5: Epidemic

Men of God prophesied as early as 2007 that God would make Donald Trump the President of the United States. Our narrative virus gave these predictions fertile ground to take root.
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Apr 16, 2024 • 1h 26min

The Intentional Investor: Ben Hunt

Finance expert Ben Hunt discusses his journey from academia to finance, the importance of narratives and game theory in investing, and his quest to find structure in unstructured data and stories. The podcast explores the interconnectedness of human, intellectual, social, and financial capital in shaping one's life and career.

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