All articles from Epsilon Theory
The Intentional Investor #34: Rupert Mitchell
In this episode of *The Intentional Investor*, Matt Zeigler sits down with Rupert Mitchell—global capital markets veteran, writer, and founder of Blind Squirrel Macro—for a conversation that’s equal parts myth, markets, and meaning. From working on privatization deals in Cairo and Hong Kong’s ETF de
Grow Your Network: Kevin Alexander Is A Music Discovery Engine Disguised As A Human Being
Do you know Kevin Alexander? He's the author of the brilliant "On Repeat Records" Substack, a weekly music discovery newsletter that's become essential reading for anyone... The post Grow Your Network: Kevin Alexander Is A Music Discovery Engine Disguised As A Human Being appeared first on Epsilon T
The Day The Music Died Vs. The Days The Music Lives: Laurie Kaye and Kevin Alexander on JUST PRESS RECORD
When Laurie Kaye was a kid, in – let’s just call it a less-than-perfect home situation, she’d often retreat to her room and hide under the covers.... The post The Day The Music Died Vs. The Days The Music Lives: Laurie Kaye and Kevin Alexander on JUST PRESS RECORD appeared first on Epsilon Theory.
Playing With Networking (Weekly Recap August 2, 2025)
Grow Your Network: Laurie Kaye Is A Rock Radio Pioneer Who Conducted John Lennon's Final Interview Laurie Kaye's journey from transistor radio sanctuary to rock... The post Playing With Networking (Weekly Recap August 2, 2025) appeared first on Epsilon Theory.
The Housing Market Truth (in Five Cool Charts)
Think of Perscient storyboards as a way to track narratives in real-time so you can see reality before the story catches up. For example, here are five insights on the housing market from Matt Zeigler's interview with Daryl Fairweather, chief economist at Redfin, that come alive with new meaning thr
The Gospel According to South Park
Amidst the chaos of the summer of COVID, Jeremy Radcliffe made the best bad parenting decision of my life when he let his 10-year-old son binge watch South Park. The post The Gospel According to South Park appeared first on Epsilon Theory.
Sunday Music: (New) Clipse – The Same Corner, The Whole Universe
I don’t think it’s the standout track. I don’t think it’s anything new. I don’t think it’s anything you need to spend more than 30... The post Sunday Music: (New) Clipse – The Same Corner, The Whole Universe appeared first on Epsilon Theory.
Yes, the Data is Broken and Yes, This is Stagflation
Two big aspects of last Friday's jobs debacle to cover in this note: 1) what’s going on with the jobs data? is it rigged? is it broken? can it be fixed? and 2) where are we in the economy? what’s next? The post Yes, the Data is Broken and Yes, This is Stagflation appeared first on Epsilon Theory.
Grow Your Network: Laurie Kaye Is A Rock Radio Pioneer Who Conducted John Lennon's Final Interview
Do you know Laurie Kaye? She's the rock radio pioneer and author who conducted what tragically became John Lennon's final interview on December 8th, 1980 –... The post Grow Your Network: Laurie Kaye Is A Rock Radio Pioneer Who Conducted John Lennon's Final Interview appeared first on Epsilon Theory.
Sub-Genius Patronage Lessons
A friend and I were chatting about patronage and the arts. I’ve been having a version of this conversation with my creatively-minded friends my entire... The post Sub-Genius Patronage Lessons appeared first on Epsilon Theory.