Epsilon Theory Podcast

This is a story about a virus and the gain-of-function research that produced it.

It's not what you think.

High inflation was the story of the investing world in the past couple of years. But that has recently changed. The common knowledge around inflation has now shifted from one that high inflation is here to stay to one that inflation is over. But is that change premature? In this episode, we finish off our discussion from our first episode and head back to narrative world to discuss the current story of inflation and the risks it might present for investors going forward.

Harper and Ben finally get a chance to talk about the Wizard of Oz and the not so wonderful behind the scenes production. Of course this was par for the course in the Golden Age of Hollywood as the studio star making system controlled everything. And we do mean everything.

Join Ben Hunt, Matt Zeigler and Jack Forehand as we break open the news to reveal the nudging language behind the headlines. Media bias is real, but not in the way you think.

In our kick-off episode, Ben, Matt and Jack talk about why we're here - to break open the news reported by mainstream media to reveal the nudging language of narrative and story that drives us. We focus on the reporting of inflation as a perfect example of what we call Fiat News.

A revamped Cursed Knowledge is back! This episode, Harper and Ben talk about the all too common trope of killing off female characters to motivate male characters. It's everywhere and it can tell us a lot about how hard it is to capture audience attention.

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.

The student loan crisis is a Big Deal. And it is only a part of a Bigger Deal: the Myth of College.

This issue will be front-and-center in the upcoming elections. We will all be handed our very own 'Yay, College' signs to raise high. More often than not, we will be asked to raise them in service of market-distorting policies which will make our problems worse.

The MacGuffin is the object of desire.

It is the thing around which the plot of the story revolves.

Here is the story arc of SBF and FTX, and the MacGuffin that anchored it all - the Magical Money Machine.

If you don't see that the crypto "industry" has become just as blindingly corrupt, just as oozingly fatuous, just as profoundly captured by the Nudging Oligarchy as the traditional financial services industry it was supposed to replace ... well, you're just not paying attention.

Mt Everest is a death trap. Everything about the mountain is designed to kill you. So why are so many people going up there? Why do we ignore the very real and very dangerous narratives that are right in our face.