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1 week ago | 
epsilontheory.com | Rusty Guinn |Harper Hunt |Ben Hunt
When you research narratives for a living you can’t help seeing them everywhere. Our politics are awash with them, of course. They are the water in which we swim, these broad, sweeping stories that force facts and evidence into the background. These are stories designed to make us feel more and think less, custom-made so that we can slot them effortlessly as some piece of our identity.
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2 months ago | 
epsilontheory.com | Harper Hunt |Ben Hunt |Rusty Guinn
We are not unbiased. We are large-scale consumers of AI inference and are not in the business of training large models. We are neither long nor short the stock of any individual company in the AI or semiconductor space, but we do pay OpenAI and Anthropic lots of money to perform AI inference for us.
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Jan 20, 2025 | 
epsilontheory.com | Harper Hunt |Rusty Guinn |Ben Hunt
This weekend we had the memorial service for my wife’s grandmother, who died a few weeks ago. She was a wonderful woman, very much la doña for this Hispanic side of the family, very much more of a mother than a grandmother to my wife, and she was the last of her generation.
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Nov 19, 2024 | 
epsilontheory.com | Harper Hunt |Rusty Guinn |Ben Hunt |Chris Arnade
In this episode of Excess Returns, Matt Zeigler is joined by Ben Hunt and Grant Williams for a candid discussion of the 2024 post-election landscape and its implications for markets. The guests explore how trust, or lack thereof, shapes both political and market narratives, examining the transformation of capital markets into what they describe as a “political utility” where “number go up” has become the prevailing faith.
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Nov 14, 2024 | 
epsilontheory.com | Harper Hunt |Chris Arnade |Rusty Guinn |Ben Hunt
I am 60 years old. I am a (very) patriotic American. I have never felt represented by any elected official. Never. Over the past week, I’ve asked a lot of people this question – have you ever felt represented by an elected official? – and with the exception of a couple of people who have felt represented by a local politician, the answer is always no. Certainly no to any national or even statewide politician.
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Nov 13, 2024 | 
epsilontheory.com | Ben Hunt |Harper Hunt |Chris Arnade |Rusty Guinn
Cursed Knowledge is free for everyone to access. You can grab the mp3 file below, or you can subscribe at: Cursed Knowledge is our podcast that explores how narratives, for better and worse, have shaped our world without us noticing. The world is full of people pushing their version of reality on us and it’s time to expose the truth. No matter how much you might wish we hadn’t. The road to hell is paved with good intentions. But how often does that actually happen? Why do good intentions go so wrong?
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Nov 7, 2024 | 
epsilontheory.com | Harper Hunt |Rusty Guinn |Chris Arnade |Matt Zeigler
Chris Arnade is one of my favorite humans, and we’re delighted that he’s agreed to let us republish some of his public notes from his excellent substack — Chris Arnade Walks the World — which you should definitely check out, along with his book Dignity: Seeking Respect in Back Row America. I bought a copy of Dignity for each of my four daughters … it’s that good. Chris is a former bond trader, but left that all behind years ago for a much more worthwhile path.
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Oct 21, 2024 | 
epsilontheory.com | Harper Hunt |Rusty Guinn |Chris Arnade |Matt Zeigler
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Oct 11, 2024 | 
epsilontheory.com | Rusty Guinn |Chris Arnade |Harper Hunt |Matt Zeigler
Cursed Knowledge is free for everyone to access. You can grab the mp3 file below, or you can subscribe at: Cursed Knowledge is our podcast that explores how narratives, for better and worse, have shaped our world without us noticing. The world is full of people pushing their version of reality on us and it’s time to expose the truth. No matter how much you might wish we hadn’t. Allergies. We either have them or know some one who does.
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Sep 30, 2024 | 
epsilontheory.com | Dave Nadig |Harper Hunt |Rusty Guinn |Matt Zeigler
Matt Zeigler is a Managing Director and Private Wealth Advisor with Sunpointe Investments, and he’s been helping people with their money for more than 15 years. He’s also one heck of a writer and publishes an excellent daily (!) note on his Cultish Creative blog and newsletter, which you can subscribe to here. You can contact Matt at and on Twitter at @cultishcreative.
