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ET Podcast #2 - Personal Finance - Epsilon Theory

epsilontheory.com/et-podcast-2-p Alienation in investments - trading "electronic blips" — not seeing the fruits of your work makes you alienated. One of the discussions that made me re-think my career.

epsilontheory.com

A conversation with Brian Portnoy, author of The Geometry of Wealth, about the role of money in shaping a life of meaning. How do we give better advice about money to others … and to ourselves? Read...

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This chart gets funnier every month. Maybe demand-driven models of payroll estimation are not useful in a labor shortage?

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100%. The Peter Thiel industrial complex in action.

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Bob Elliott

@BobEUnlimited

Regional bank 'crisis' shifting from deposit runs driving equity declines to speculators engineering equity declines to increase the risk of deposit runs. This new phase divorced from fundamentals risks creating a metastasizing crisis rewarding speculative attacks. Thread.

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host a masterclass re: rational optimism. if your source of "news" is the all-in pod, this is an important [reorienting] listen Ben talks about the "truthy" problem with LLMs. Reminds me of an overemphasis around "fluency" creatoreconomy.so/p/how-to-evalu

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HowardLindzon

FRESH - 'Ben Hunt @EpsilonTheory joins me on 'Panic With Friends' ...a fave guest. We talk about his 'rational optimism' in the face of anti US narratives. Ben is a joy to interview. I always learn and become a better investor howardlindzon.com/p/panic-friend Show notes -

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The Hedge Fund Lesson of SVB/FRC = stock price down makes deposits flee, and regional banks can’t raise equity. Peter Thiel and friends: short regional bank stocks and astroturf a bullshit “your money isn’t safe” narrative => deposits flee and stock collapses.

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IaMbAhT

@PayToPlayy

Replying to @EpsilonTheory

Can you ELI5 for a smooth brain moron like myself? You for real or trolling? Something is always “up”. I’m curious to your thoughts.

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Required listening - Not only is

brilliant, but his message of optimism amid uncertainty warrants a far bigger audience.

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HowardLindzon

FRESH - 'Ben Hunt @EpsilonTheory joins me on 'Panic With Friends' ...a fave guest. We talk about his 'rational optimism' in the face of anti US narratives. Ben is a joy to interview. I always learn and become a better investor howardlindzon.com/p/panic-friend Show notes -

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I don’t think I’m wrong.

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unusual_whales

@unusual_whales

BREAKING: U.S. Federal and state officials are assessing possible 'market manipulation' regarding banking shares, per Reuters citing a source.

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Boomshakalaka! More on the Peter Thiel industrial complex ...

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HowardLindzon

FRESH - 'Ben Hunt @EpsilonTheory joins me on 'Panic With Friends' ...a fave guest. We talk about his 'rational optimism' in the face of anti US narratives. Ben is a joy to interview. I always learn and become a better investor howardlindzon.com/p/panic-friend Show notes -

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You’ll never convince me this isn’t coordinated action by the Peter Thiel industrial complex, his fellow accelerationists, and strategic adversaries of the United States.

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Eric Wallerstein

@ericwallerstein

May 3

Options bets against banks have surged ahead of the Fed meeting. Puts on PacWest & Western Alliance hit records this week. First Republic saw record activity last week. $KRE puts flying. What's behind it? @WSJmarkets: wsj.com/livecoverage/f

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Such a good read on liability driven investments (LDI) and what happened with the gilts in November.

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Consultants and portfolio managers used the tools of Wall Street and narrative to transform pension funds into shadow hedge funds, full of swaps and leverage that transform long-term stewards into short-term traders. And us into bagholders. epsilontheory.com/a-brief-histor

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May 3

Literally evergreen.

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Ben Hunt & Keith McCullough | Hedgeye Investing Summit Spring 2023

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Living the panopticon life. Hard pass.

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Ray Dalio

@RayDalio

May 1

You just have to know what they are like and get a sampling. Regular sampling of a statistically reliable number of cases will show you what a person is like and what you can expect from them. Select which of their actions are critical enough to need preapproval and which can be… Show more

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Death, taxes, and Kevin Love outlet passes 🔥

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A trailer for how a STAR WARS reboot by Wes Anderson might go. Impressive stuff by

@CuriousRefuge

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Great interview by

. Considering that he is a tradfi guy, I was impressed by the emphasis placed on the attack on liberty & autonomous thought. Glad to see people in tradfi that 'get it' & imo the source of all this evil is surveillance

youtube.com

Get FREE ON-DEMAND access to all 9 webcasts from the Hedgeye Investing Summit: https://info.hedgeye.com/yt-investing-summit-2023

9 deep-dive webcasts with...

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Apr 29

Amazing.

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Vala Afshar

@ValaAfshar

Apr 29

2 million children are fed daily by the world’s biggest free school meal provider in India

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I mean, WTAF?

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Another great article from the Epsilon Theory crew. Recommended read for all of CT

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Sam Bankman-Fried used the tools of Wall Street and narrative to perpetrate a massive fraud in the lightly-regulated world of crypto. So did the promoters of crypto yield programs, all complicit feeder funds for the FTX/Alameda Ponzi. epsilontheory.com/the-macguffin-

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This is a must read or hear

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Sam Bankman-Fried used the tools of Wall Street and narrative to perpetrate a massive fraud in the lightly-regulated world of crypto. So did the promoters of crypto yield programs, all complicit feeder funds for the FTX/Alameda Ponzi. epsilontheory.com/the-macguffin-

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Very good read if interested in how the FTX situation went down.

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Sam Bankman-Fried used the tools of Wall Street and narrative to perpetrate a massive fraud in the lightly-regulated world of crypto. So did the promoters of crypto yield programs, all complicit feeder funds for the FTX/Alameda Ponzi. epsilontheory.com/the-macguffin-

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Replying to

Can't wait to read these, thank you so much. Ideological power is an important addition, given the potency of language and narrative in shaping reality (which

Narrative and Metaverse, Pt. 1: The Living Word - Epsilon Theory

has written on extensively)

epsilontheory.com

The past, present and future of human freedom is not determined in the macroverse but in the metaverse, and it is here where we must make our stand. First we will write the words to see the metaver...

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Replying to

Another great piece Ben

I never grow tired of reading your posts. They have a way of prying open the mind and getting you to see things in a new light. Thank you🙏

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Housing Bubble Disrespecter

Apr 26

And resumption in Sept. will be a $180 billion p.a. tax on consumer spending.

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@NipseyHoussle

Apr 26

Student loan pause was a bigger driver of inflation than PPP

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This AI generated pizza commercial is terrifying and hilarious.

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Snake climbing tree

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Replying to

and

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Flaco, the escaped Eurasian eagle-owl of Central Park, NY, on a small rock one night last week. He usually hunts from the ground or low perches. Don’t know if that’s the species’ natural behavior or if that’s how he taught himself to hunt! #birds #birdwatching #nature #birdcpp

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Apr 24

me since disengaging with Twitter for anything but sports, science and heartwarming animal stories.

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I described some of the most beautiful and famous mathematical theorems to Midjourney. Here is how it imagined them: 1. "The set of real numbers is uncountably infinite."

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How far The Proclaimers were prepared to walk.

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❇️ “Resistance to the darkness.” • ⁦

‎Epsilon Theory Podcast: Epsilon Theory on Tape: An AI In The City Of God on Apple Podcasts

⁩ read by ⁦

@WRGuinn

⁩ #ai

podcasts.apple.com

‎Show Epsilon Theory Podcast, Ep Epsilon Theory on Tape: An AI In The City Of God - Apr 14, 2023

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Throwback to Kyrie going crazy at Jamal Crawford’s Pro-Am🔥

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From

Ballislife.com

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Apr 21

Fantastic thread on the refilling of the dried-up Mediterranean Sea 5 million years ago.

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Tomas Pueyo

@tomaspueyo

Apr 20

We can see it in action in this experiment At first there's water trickles in It carries some sediments Which widens the hole More water flows in Carrying more sediments Opening a wider hole... Soon, you have a megaflood

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The Widening Gyre - Epsilon Theory

Apr 20

At least now we know who's paying Elon to get their blue check. Good luck out there, folks!

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Replying to

This is

's point.

The widening gyre is eating America alive. It is the instrument of the Beast, a three-headed hydra of Big Politics, Big Media and Big Tech. A third political party can be our weapon to slay the...

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I will be here learning and sharing...

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Please join me and … @WRGuinn @ttmygh @notsofast @donnelly_brent @brianportnoy @dsaleminvestor @kevinmuto and many, many more clear-eyed, full-hearted truth-seekers in Nashville this June for Epsilon Connect! epsilonconnect.org

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Worth reading Ben's thoughts here. He's been thinking more about this stuff than most people

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Apr 11

The City of Man always wins. The Visigoths always sack Rome. The Vandals always sack Hippo. Augustine always dies in the siege. Bad things always happen to good people ... at scale. Here's how we use generative AI to flip the script. epsilontheory.com/an-ai-in-the-c

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This is the best $850 you could possibly spend.

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Please join me and … @WRGuinn @ttmygh @notsofast @donnelly_brent @brianportnoy @dsaleminvestor @kevinmuto and many, many more clear-eyed, full-hearted truth-seekers in Nashville this June for Epsilon Connect! epsilonconnect.org

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So I just reached out to

to see if he could come to the weekend session of Epsilon Connect (June 3-4) and share with us what he’s seeing and what he’s thinking about early stage private markets. Of course he said yes! What a mensch …

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Please join me and … @WRGuinn @ttmygh @notsofast @donnelly_brent @brianportnoy @dsaleminvestor @kevinmuto and many, many more clear-eyed, full-hearted truth-seekers in Nashville this June for Epsilon Connect! epsilonconnect.org

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Narrative in Nashville. Be there. This is going to be fun and so interesting. Honored to be included.

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