Epsilon Theory is an exploration of the most powerful force in our social world - narrative.
Narrative is the power of the crowd watching the crowd. It builds cathedrals, it starts revolutions, it wins elections, and it moves markets. We invite you to join our Pack in figuring it out … and putting it to work ... at www.epsilontheory.com.
The Epsilon Theory Podcast Ep06 - The Business of Wall Street
Very little of investing today is buying and selling shares of common stock in individual companies. Instead, we buy and sell what Wall Street calls "products". Mutual funds, ETFs, options, REITs, SPACs, etc. Dave Nadig, who literally wrote the book on ETFs, helps us understand the history and future of the business of Wall Street.
The Epsilon Theory Podcast Ep05 - The Gnostic Nationalism Narrative
Every political movement has a political philosophy, and for Trumpism and MAGA it’s the Dominion theology of the charismatic/Pentecostal church.
Neither the rise of Donald Trump nor the attack on our Capitol can be understood without an examination of this faith and its constructed political narratives.
Believe it or not.
The Epsilon Theory Podcast Ep04 - Hunger Games
What's happening with Reddit and Gamestop and Robinhood is a revolution, but not the revolution you think. This isn't a "democratization" of Wall Street. You were played. Again. It's a revolution in Common Knowledge. And that changes everything. Again.
The Epsilon Theory Podcast Ep03 - The Ireland Event
Rusty and I discuss the dramatic spike in Covid cases in Ireland over the last two weeks of December, and the risk of seeing a similar "Ireland Event" here in the US.
The Epsilon Theory Podcast Ep02 - Personal Finance
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?
The Epsilon Theory Podcast Ep01 - Bitcoin
Can Bitcoin preserve its revolutionary potential after a Wall Street bear hug?