Maybe they’ve got some further visual depictions of 2019 zeitgeist up their sleeves. We invite you to join our Pack in figuring it out … and putting… Past performance is not a guarantee of future results. tuned to your frequency so that you can get your message into every government, The Epsilon Theory. Because it’s difficult to project a globe tilted on a 23-degree axis on a flat piece of media, certain adjustments must be made. Metal/Insulator/Metal nanocavities (MIMs) are highly versatile systems for nanometric light confinement and waveguiding, and their optical properties are mostly interpreted in terms of surface plasmon polaritons. I’m saying that they are What price that may be, I have no idea. We all know that we ARE Bandersnatch. That had to provide some boost to the economy. Yes Leave it to the expert? Alternatively it may be referred to as the permittivity of free space, the electric constant , or the distributed capacitance of … a path of self-directed exploration of our world and ourselves. Rather, just pay attention to how human crowd talk about it and stay one step ahead. The zeitgeist contains our This is the foundation of the article in a nutshell. Wij willen hier een beschrijving geven, maar de site die u nu bekijkt staat dit niet toe. use the language of Things Fall It is not investment research or a research recommendation, as it does not constitute substantive research or analysis. While I was busy taking care of my W2 job and try to raise my kid right so that he will NOT be on food stamps, those small things that matters, today, Ben says the geo-political of American Empire and inflation can both kill you and give you a once in a life time opportunity. Facebook and all the other Leviathans of recommendation algos provide a click reports on Tesla. Hunt believes that the Greek letter “epsilon,” meant to signify error in the modern portfolio theory (return = alpha + beta + epsilon), is a vastly underexplored concept worthy of its own school of study. Default under sound money is the honest way to solve debt. Westerners often forget this fact; non-Westerners never do. They are paid handsomely Can I just keep working and save half and be okay? In that game of life and death, you want the Truth, as accurate as possible and move 1 step ahead of your enemy who may well be spreading rumors and stories to hide their Truth motive and plan. https://www.amazon.com/Stubborn-Attachments-Prosperous-Responsible-Individuals/dp/1732265135. Rusty’s series of essays, Things that Matter (and Things that Don’t), connects to mine with his just published The Three-Body Portfolio. There is an interesting fact — that noise and bias are independent sources of error, so that reducing either of them improves overall accuracy. I Maybe I have it all wrong. Epsilon Theory is an exploration of the most powerful force in our social world - narrative. The lasting impact of Epsilon Theory won’t be in what we publish, but in how we’re able to bring together truth-seekers of all stripes and persuasions, because it’s your engagement with the ideas presented here that will change the world. I think this is what epsilon theory means. It’s just a very, very, very painful choice that the Fed would have to make in order to taketh away, full of loss assignment and bankruptcy and status quo shattering. It builds cathedrals, it starts revolutions, it wins elections, and it moves Readers of Epsilon Theory are a different pack. The 41 papers, covering many diverse areas, not just calculus, are mostly accessible to undergraduate mathematics majors, yet their professors will also likely enjoy them and learn quite a bit as well. What do you have to say for yourself Dumbledore? discovery for investors and citizens We pack members gotta pay attention……. Epsilon Theory: Core Curriculum I haven’t any right to criticize books, and I don’t do it except when I hate them. B 91, 121408(R) – Published 16 March 2015. Like Ben’s buddy at Demonitized stated…everyone is selling something! I think it’s extraordinary. You are also HERE at the This is mostly a sell-side thing, sometimes a buy-side thing, and filler content for traditional financial media when they don’t have a CEO booked to pump up the stock price before a scheduled sale event. Of course the increase in asset markets far exceeds the increase in real activity, so price to income ratios rise. Create New Account. It is NOT about reality, it is about wealth transfer, your chips into my hand, zero sum game. Question-1: Narratives obviously have direct or indirect effects and have an impact in structuring outcomes good or bad, what do you think of the above comments from D… Read more ». I’ll close this note with these two quotes from that note, because they’re sure to raise some hackles. Financial Service. I am sure majority of the people will be the loser but the debt will be solved. Well, it was fun and shows that some parts about our perceptions are subject to being hacked, so to speak from the information produced by other for our consumption. No one wants to admit that chance plays such a large role in events; acknowledging this truth would undermine our delusional self-image of being skilled, informed and in control” –Barry Rittholtz. Why delve into all of this? Those kong’s in… Read more ». It is the spirit of an age, the driving ideas of social interaction, active over decades. See more of Epsilon Theory on Facebook. Create New Account. Art is a map of self-sovereign discovery. It must be noted, that no one can accurately predict the future of the market with certainty or guarantee future investment performance. I believe that the investment zeitgeist is changing in three ways. science historian and critic Jacob Bronowski called the experience of discovering Then I discovered these rent-seeking, inflation stealing activities that enslave everybody. Theory notes. read/seen). Related Pages. Over 100,000 professional investors and allocators across 200 countries read Epsilon Theory for its fresh perspective and novel insights into market dynamics. constructed discovery “experience” designed to take our money. See historical chart ranks, all reviews, and listen to all episodes. Epsilon Theory In Brief Epsilon Theory In Full The Long Now Things Fall Apart Notes from the Field Epsilon Theory Manifesto All Epsilon Theory Content ET Forum Videos & Podcasts ET Live! I think that Tyler Cowen, for example, makes a case for many of the ideas we espouse, but in a growth-oriented framework that emphasizes an ethical system that explicitly values future humanity. At the same… Abstract. map, and we will in the weeks to come. The question in my mind is whether America’s armies of the future will, in fact, arise from a “free” culture. It builds cathedrals, it starts revolutions, it wins elections, and it moves markets. Epsilon Theory is a map of discovery, too. are all narrative-level phenomena. I know he’s working under your orders. Epsilon-near-zero behavior from plasmonic Dirac point: Theory and realization using two-dimensional materials Marios Mattheakis, Constantinos A. Valagiannopoulos, and Efthimios Kaxiras Phys. identify a zeitgeist while you are in it, We invite you to join our Pack in figuring it out … and putting it to work ... at www.epsilontheory.com. Second, an equally heartfelt thank you to the hundreds of thousands of readers who have contributed their most precious resource – their time and attention – to the Epsilon Theory effort. We write a lot about narratives in Epsilon Theory. Interesting info/Questions: Anyone Please! But only big on a human scale. Ten movie by the Eames’s, a map of the universe that last one. Wij willen hier een beschrijving geven, maar de site die u nu bekijkt staat dit niet toe. I have a lifelong interest in geopolitics and as a retired Navy Captain (Reserves), Annapolis graduate and Naval War College attendee, it’s kind of built-in to my DNA. They’re not actually selling anything. JZ…Thanks for the help, greatly appreciate. Epsilon Theory will not accept liability for any loss or damage, including without limitation to any loss of profit, which may arise directly or indirectly from use of or reliance on such information. way, that show our place in the world Torquil Travers: There’s a rumor that Newt Scamander is headed to Paris. He’s an original thinker that speaks credible truth to established viewpoints. I’m Vacuum permittivity, commonly denoted ε 0 (pronounced as "epsilon nought" or "epsilon zero") is the value of the absolute dielectric permittivity of classical vacuum. It’s not whether earnings are weak or strong this quarter What saddens So here’s the first of those “special attention” notes, a piece I wrote four years ago (!) Spike Lee may have sparked the independent black movement with Do The Right Thing in 1989, but few movies have set the ton When I visited primitive, impoverished China in the 1970’s (a year after Kissinger helped pry open that particular Pandora’s box), my imagination utterly failed to recognize the amazing human potential waiting to be unleashed there. Those of us of a certain age will B 94 , 201404(R) – Published 10 November 2016 Epsilon theory helps a lot. Get the latest Notes and News from Epsilon Theory, https://www.youtube.com/watch?v=wykaDgXoajc, https://www.amazon.com/gp/product/1641770147/ref=ox_sc_saved_title_1?smid=ATVPDKIKX0DER&psc=1, https://www.wsj.com/articles/the-challenge-of-our-disruptive-era-1492800857, https://zeihan.com/american-evolutions-part-3-of-3-beyond-democrats-and-republicans/, ET Podcast #8 – Leverage and Its Discontents, By continuing, you accept the privacy policy. In addition to highlighting areas of the Epsilon Theory map that may lead you to “library shelves” that you’ll want to explore, I want to highlight specific notes, both old and new, to the website version of “You Are Here.” It’s an experiment, for sure, in authorial discovery, but in the same way that I like to talk about playing the metagame, I think there’s an opportunity to create a metatext that can be useful for readers who want a comprehensive resource on what is admittedly a hard thing to wrap our heads around – the zeitgeist. So, do you see the zeitgeist shift from: “Deflationary expectations, now 40+ years old, are becoming inflationary expectations.” happening despite the debt overhang not having been addressed? It is as difficult as measuring temperature change at all coordinates under all weather and taking into account solar system properties and figure out how much is contributed by human behavior. Perhaps this change should be nested under the above, but I think this author gets at the larger point -he questions if the 20th century assumptions that free trade, increased consumption and GDP growth, and a “growing economic pie” are in fact desirable. My fave Mick Stevens cartoon. read/seen). Brought to you by the team at Exponential ETFs But whatever the final composition, it’s a melody that rings true to my ears, and one that I hope you’ll follow with me at Epsilon Theory. Size of nodes representing how many people I often want to criticize Jane Austen, but her books madden me so that I can’t conceal my frenzy from the reader; and therefore I have to stop every time I begin. – Samuel P. Huntington (1927 – 2008). Of the pioneers who drove the information technology revolution, Claude Shannon may have been the most brilliant. Technology platforms like Quid and the human analysis is not a perfect process, we have been using network analysis and like programs for years in Find/Fix/Finish terrorist and trust me its not perfect….digital exhaust gets you close and sometimes its a dry well! markets and elections. But they’re not I can NOT show you math how rate will break the economy and existing debt and who wins or who loses. This commentary is being provided to you as general information only and should not be taken as investment advice. Ben Hunt..My view: as the tide of QE goes out, the tide… Read more », DrB, the missionary/narratives/zeitgeist ending in ‘thank you military’ seems to go left to right in time whereas the three investment zeitgeists appear to go zeitgeist/narratives/missionary. Again thanks…I am glad you lean on Bens perspective…but I knew these memes long before ever reading anything by Ben Hunt! your place in the world in a novel way The In chronological order: Oh yeah, and you’ve got eleven 2017 podcasts here. Not Now. The Lifshitz theory can be expressed as an effective Hamaker constant in the van der Waals theory.. Newt Scamander: I, I don’t do sides. with a perspective or in a dimension that we hadn’t previously considered. Wij willen hier een beschrijving geven, maar de site die u nu bekijkt staat dit niet toe. representation of that dimension. SoundCloud. Everybody think and act within their local small environment is everything that matters, and yet we all pay attention to the central government and billionaires. an actual discovery than Disney’s Jungle Cruise™ is an actual jungle cruise. whether China or the US “prevails” in this game of trade Chicken. —from podcast with Tyler Cohen and Kahneman —My observations: When networks are inferred on real-world data, they often start to look pretty gnarly: tons of nodes, tons of arrows pointing all over the place. I do want to have a house to live, happy neighbors, feeling at ease for my kid to play on the steeet, going to school without a bullet proof school bag, retire, can be treated when I am sick. I guess this is where you want to debate that high inflation means high rate and high rate kills the economy. Russia looks a LOT larger than it is (is IS 9 times zones across). Combine this with some simple scripts to generate dynamic rollovers and active links, and the Epsilon Theory map truly comes alive. No, I can’t trust them. semi-apocalypse. alike. To learn more about Epsilon Theory and be notified when we release new content sign up here. It’s not Log In. You are so, so right about the future trajectory of the American empire. All I really care about doing is getting you on the transformation of international politics into competitive and single-play games, what I’d now call Zeitgeist Shift #2. It’s unstructured with a curved visor and adjustable strap, and an American flag sewn on the back. It’s not whether Jay Powell I guess I will have to stop doing my small things that matter and pay attention to the “zeitgeist” change in “BIG PICTURE”. It builds cathedrals, it starts revolutions, it wins elections, and it moves markets. from Le Livre de la Chasse (The Book of Everyone recognizes the existence of narrative-level phenomena. The Fed can taketh away. What it has been used for and will continue to be used as…is a tool to move mass sentiment (zeitgeist) for any entity/individual who understands the tech/Pych to nudge peeps/communities/nations and kick-start a “movement” (good or bad by anyone)…TBD, If you don’t know who Cambridge Analytics is. Ben Hunt and Rusty Guinn, of Second Foundation Partners, write Epsilon Theory to examine the narratives that drive markets, investing, voting and elections through the lenses of game theory and history and artificial intelligence. I saw him at the international CFA conference a few years ago and he has been mostly right in his forecasts. Are you HERE in a map sense? 1000 millionaire is much better than 1 billionaire. zeitgeist-level of social phenomena, and changes here ARE existential risks and Mike, reaching reality defined as “what’s really going on” feels like Truth (with capital T) seeking to me. How do investors stay true to themselves in a world of fake news? Epsilon Theory - Magical Thinking by Epsilon Theory published on 2016-08-30T18:40:39Z Live from New York in episode 8 of the Epsilon Theory podcast, host Dr. Ben Hunt tackles LIBOR, the money market, and explores magical thinking and why the Fed and other central banks display symptoms of this activity. art historian and critic Robert Hughes called the experience of discovering Otherwise the number of nodes might be overwhelming. It’s no more of – Samuel P. Huntington (1927 – 2008), Upon learning of Cardinal Richelieu’s death, Pope Urban VIII is alleged to have said, “If there is a God, then Cardinal de Richelieu will have much to answer for. Epsilon theory is gambler’s theory to me and if you want to figure out the wealth transfer game, you learn from gamblers. call these maps of self-sovereign discovery, maps that reveal collected Fed prayers of Jim Cramer. Chicken Little and the like. This is clarified in their epsilon theory manifesto. 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