Epsilon Theory Podcast

Ben Hunt
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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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Apr 11, 2024 • 57min

Breaking News #19: Number Go Up For November

This podcast discusses the intersection of politics and economics with the upcoming election, highlighting the influence of narratives on various topics. They delve into voter turnout strategies, Israel's war strategy and US relations, the prevalence of conspiracy theories, and the importance of curiosity in decision-making. The conversation also touches on post-election speculations and the balance between logic and intuition in navigating complex issues.
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6 snips
Mar 28, 2024 • 1h 2min

Breaking News #18: The Rise of Raccoons

This podcast discusses how 'raccoons' exist in various areas like finance and self-help, taking advantage of positive innovations. Topics include carved out inflation metrics, the death of fundamental investing, and discovering one's true self through steam boat operators. The hosts humorously explore the impact of expertise and achievement, challenges of measuring inflation accurately, and evolving dynamics in investment markets.
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Mar 15, 2024 • 1h 3min

Breaking News #17: The Rise of Financial Nihilism

The podcast explores the rise of financial nihilism among younger generations, leading to riskier investments and gambling behavior. It discusses the implications of Elon Musk's treason allegations, the creation story of 'We Are the World,' and the culture of speculation in modern society. It also delves into the addictive nature of trading and the consequences of misleading tweets on public perception.

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