123 episodes

Epsilon Theory is an exploration of the most powerful force in our social world - narrative. See more at www.epsilontheory.com.

Epsilon Theory Podcast Ben Hunt

    • Business

Epsilon Theory is an exploration of the most powerful force in our social world - narrative. See more at www.epsilontheory.com.

    The Intentional Investor #3: Howard Lindzon

    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.

    • 59 min
    Breaking News #20: Hot Ones and Phony Wars

    Breaking News #20: Hot Ones and Phony Wars

    In this episode of Breaking News, we examine the recent situation with NPR and how it relates to the concept of fiat news. We also delve into the current state of tensions between Iran and Israel and why we may see a 'phony war" in the coming months. Additionally, we examine the underwhelming sales of Tesla's Cybertruck and the broader decline of the EV narrative. We also have a dumb question about expansion of NATO and a Cultish Corner on Conan O'Brien's masterful appearance on the show "Hot Ones".

    • 59 min
    The Intentional Investor #2: Justin Castelli

    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.

    • 1 hr 11 min
    Cursed Knowledge #28: Casual Gambling

    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.

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

    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.

    • 52 min
    The Intentional Investor: Ben Hunt

    The Intentional Investor: Ben Hunt

    In this episode of The Intentional Investor, Matt Ziegler has a wide-ranging conversation with Ben Hunt, discussing Ben's journey from academia to finance and the pivotal moments that shaped his career. Ben shares his lifelong fascination with games, puzzles, and cracking codes, which eventually led him to the world of investing. They delve into Ben's experiences in academia, the lessons he learned from starting a software company, and his realization that fundamentals and value in investing are ultimately driven by narratives and game theory. Ben also discusses the genesis of Epsilon Theory, and his ongoing quest to find structure in unstructured data and stories. Throughout the conversation, they explore the interconnectedness of human, intellectual, social, and financial capital in shaping one's life and career.

    • 1 hr 25 min

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