Epsilon Theory Podcast

Latest Episodes:

Epsilon Theory on Tape: Notes From the Field Oct 05, 2022

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What does farming have to do with investing? Quite a lot, actually. In this first of a series that takes on a life of its own, Ben discusses bees and bonds, eggs and ETFs, and more.

Epsilon Theory on Tape: The Goldfinch in Winter Oct 05, 2022

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Part 2 of Ben's Notes from the Field series, in which he considers the question: what can a bird teach us about value investing? To everything there is a season.

Epsilon Theory on Tape: Horsepower Oct 05, 2022

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There is no animal more important to the ascendancy of Western Civilization than the horse, and no invention more important than the horse collar. After all nothing shapes history like advances in productivity. Part 3 of Ben's Notes from the Field series here.

Cursed Knowledge #14: In Defense of Marie Antoinette Oct 03, 2022

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Marie Antoinette has a rather interesting historical footprint. For all that her image is iconic and her reputation infamous, it's not all the truth. The real Marie Antoinette has been lost to the cartoon of Marie Antoinette™. So I want to show you a glimpse at the real person behind the cartoon and take a closer look at how her cartoon got started.

Cursed Knowledge #13: Subverting Censorship Sep 20, 2022

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The Golden Age of Hollywood was full of drama. On and off screen. It was the age of carefully cultivated images. Fake names and secret procedures. And it was the age of censorship. The Hays Code and the censorship office had more influence on the film industry than any actor, director, or producer ever could. They had full control over what Hollywood made. Well, almost. There were still a few loopholes left to exploit.

Epsilon Theory on Tape: This is Why We Can't Have Nice Things Aug 29, 2022

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Part 13 of the Notes from the Field series discusses the Narrative Machine, which can help us see the invisible memes that drive our political behaviors. Because you're smart enough to make up your own damn mind.

Cursed Knowledge #12: Resurrectionists Aug 24, 2022

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What's in a name? Quite a bit actually. Names and titles can be all that's needed to make some one a hero or a villain. So we're looking at some villains who never got their proper title. People who were able to hide behind social standing and wealth to excuse their crimes.

Cursed Knowledge #11: Locks of Love Jul 26, 2022

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Locks of Love is one of the most well known and well regarded charities in America. But things aren't always what they seem. Sometimes the smokescreen of common knowledge can obscure what's really going on. So join me in a look behind the curtain at America's most beloved charity.

Epsilon Theory on Tape: Hollow Men, Hollow Markets, Hollow World Jul 19, 2022

Show notes

Over the past 25 years, our leaders have intentionally constructed an Apocalypse Now world of proclamation and fiat, where our wealth has grown much faster than our economy. The bill is due for their hubris, and inflation is here to collect it.

Epsilon Theory on Tape: A Song of Ice and Fire Jul 13, 2022

Show notes

We are the human animal. We are non-linear. We ARE a song of ice and fire. It’s a song that has built cathedrals and fed billions and taken us to the moon. It’s a song that can do all of that and more … far, far more … if only we remember the tune. The Pack remembers.

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