Epsilon Theory Podcast
Episodes
The Intentional Investor #44: Best of 2025 w/ Ben Hunt
24 Dec 2025
Contributed by Lukas
In this special year-end episode of Intentional Investor, Matt Zeigler and Ben Hunt reflect on the stories, turning points, and formative moments that...
The Intentional Investor #43: GregLarkin
10 Dec 2025
Contributed by Lukas
Greg Larkin joins The Intentional Investor to explore the wild arc of his life: from feral 1980s–90s New York City, to punk rock basements, to micro...
The Intentional Investor #42: Dave Nadig
26 Nov 2025
Contributed by Lukas
Dave Nadig joins us for a wide-ranging conversation on intentional investing, creativity, career detours, near-death experiences, and building a meani...
The Intentional Investor #41: Pablos Holman
12 Nov 2025
Contributed by Lukas
Pablos Holman is a legendary hacker, inventor, and investor whose career spans from rural Alaska to Blue Origin and beyond. In this episode of The Int...
The Intentional Investor #40: Adam Butler
29 Oct 2025
Contributed by Lukas
Adam Butler joins The Intentional Investor with Matt Zeigler for an honest, funny, and deeply reflective conversation that traces the origins of one o...
The Intentional Investor #39: Tyrone Ross
15 Oct 2025
Contributed by Lukas
Tyrone Ross joins The Intentional Investor with Matt Zeigler for a conversation that goes far beyond markets — a story of grit, purpose, pain, and l...
The Intentional Investor #38: Danielle Strachman
01 Oct 2025
Contributed by Lukas
In this episode of Intentional Investor, Matt Ziegler sits down with Danielle Strachman, co-founder and general partner of 1517 Fund, former director ...
The Intentional Investor #37: Eric Pachman
19 Sep 2025
Contributed by Lukas
Matt Zeigler sits down with Eric Pachman to explore how purpose, curiosity, and friendship powered an unlikely path from chemical engineering and Exxo...
The Intentional Investor #36: Jenny Rozelle
04 Sep 2025
Contributed by Lukas
In this episode of The Intentional Investor, Matt Zeigler sits down with Jenny Rozelle—attorney, business owner, and host of the Legal Tea podcast—...
The Intentional Investor #35: Devin Anderson
20 Aug 2025
Contributed by Lukas
In this episode of *The Intentional Investor, Matt Zeigler sits down with Devin Anderson — CEO and co-founder of Convexitas — for a wide-ranging c...
The Intentional Investor #34: Rupert Mitchell
06 Aug 2025
Contributed by Lukas
In this episode of *The Intentional Investor*, Matt Zeigler sits down with Rupert Mitchell—global capital markets veteran, writer, and founder of Bl...
The Intentional Investor #33: John Stoj
23 Jul 2025
Contributed by Lukas
In this episode of The Intentional Investor, Matt Zeigler sits down with John Stoj for a wide-ranging conversation that explores career reinvention, r...
The Intentional Investor #32: Bryan Moore
09 Jul 2025
Contributed by Lukas
Bryan Moore, host of The Active Advisor Podcast and veteran ETF trader, joins us to share his remarkable journey through trading pits, ETF desks, mark...
The Intentional Investor #31: Andrew Mack
18 Jun 2025
Contributed by Lukas
From bagpipes to bouncing to betting markets, Andrew Mack’s journey to becoming a successful trader and sports bettor is anything but conventional. ...
The Intentional Investor #30: Andrew Cohen
28 May 2025
Contributed by Lukas
In this episode of The Intentional Investor, Matt Zeigler sits down with Andrew Cohen, a former market maker at Bernie Madoff’s firm whose life took...
The Intentional Investor #29: Kris Abdelmessih
13 May 2025
Contributed by Lukas
In this captivating episode of The Intentional Investor, Matt Zeigler sits down with Kris Abdelmessih, the mind behind Moontower. From his immigrant f...
The Intentional Investor #28: Brent Kochuba
30 Apr 2025
Contributed by Lukas
In this episode of The Intentional Investor, Matt Zeigler sits down with Brent Kochuba, founder of financial research firm SpotGamma. Brent shares his...
The Intentional Investor #27: Daryl Fairweather
16 Apr 2025
Contributed by Lukas
Join Matt Zeigler on The Intentional Investor podcast as he interviews Daryl Fairweather, Chief Economist at Redfin and author of the new book "Hate t...
The Intentional Investor #26: Danika Waddell
02 Apr 2025
Contributed by Lukas
Join host Matt Zeigler as he interviews Danika Waddell, founder of Xena Financial Planning, in this engaging conversation about career pivots, financi...
The Intentional Investor #25 Cullen Roche
02 Apr 2025
Contributed by Lukas
In this episode of The Intentional Investor, host Matt Zeigler sits down with Cullen Roche, an economist, writer, and financial maverick who has carve...
The Intentional Investor #24: Ben Hunt
04 Mar 2025
Contributed by Lukas
In this profound follow-up conversation, Matt Zeigler welcomes back Ben Hunt to explore the evolution of Hunt's writing and worldview. Beginning with ...
The Intentional Investor #23: Kevin Muir
19 Feb 2025
Contributed by Lukas
Kevin Muir, author of the Macro Tourist newsletter and a seasoned trader, joins The Intentional Investor for a fascinating conversation that weaves to...
The Intentional Investor #22: Eric Markowitz
05 Feb 2025
Contributed by Lukas
In this engaging episode of The Intentional Investor, host Matt Ziegler interviews Eric Markowitz, exploring his fascinating journey from investigativ...
The Intentional Investor #21: CoreyHoffstein
20 Jan 2025
Contributed by Lukas
Join Matt Zeigler as he sits down with Corey Hoffstein, a successful entrepreneur and financial innovator, for a candid conversation about his remarka...
The Intentional Investor #20: Dr. Preston Cherry
06 Jan 2025
Contributed by Lukas
Join host Matt Zeigler as he sits down with Dr. Preston Cherry, founder and CEO of Concurrent Wealth Management and author of "Wealth in the Key of Li...
The Intentional Investor #19: Yuri Khodjamirian
10 Dec 2024
Contributed by Lukas
Join host Matt Zeigler as he interviews Yuri Khodjamirian, Chief Investment Officer at Tema ETFs, in this captivating episode of The Intentional Inves...
The Intentional Investor #18: Jason Buck
26 Nov 2024
Contributed by Lukas
In this fascinating conversation, Matt Zeigler sits down with Jason Buck, co-founder of Mutiny Fund, to explore the unexpected intersections between e...
Cursed Knowledge #30: The Road to Hell
12 Nov 2024
Contributed by Lukas
The road to hell is paved with good intentions. But how do good intentions go so wrong? And why is it so difficult to course correct? Those are the qu...
Intentional Investor #17: Jared Dillian
11 Nov 2024
Contributed by Lukas
In this episode of The Intentional Investor, host Matt Zeigler sits down with Jared Dillian - former Lehman Brothers trader, acclaimed newsletter writ...
The Intentional Investor #16: Remi Tetot
29 Oct 2024
Contributed by Lukas
Join host Matt Ziegler as he sits down with Remy Tetot, the mind behind The Mad King newsletter and former co-founder of Real Vision, for a fascinatin...
Intentional Investor #15: Brent Donnelly
15 Oct 2024
Contributed by Lukas
In this episode of The Intentional Investor, host Matt Zeigler interviews Brent Donnelly, a veteran forex trader, financial writer, and mentor. Brent ...
Cursed Knowledge #29: Allergies
11 Oct 2024
Contributed by Lukas
Allergies. We either have them or know some one who does. Ranging from life threatening to mildly irritating, they're one of life's constant annoyance...
Intentional Investor #14: Drew Dickson
01 Oct 2024
Contributed by Lukas
In this episode of The Intentional Investor, Matt Zeigler sits down with Drew Dickson, founder of Albert Bridge Capital. Drew shares his fascinating j...
Intentional Investor #13: Mike Green
17 Sep 2024
Contributed by Lukas
The Intentional Investor with Matt Ziegler welcomes Mike Green, a veteran investor and financial thinker. In this wide-ranging conversation, Green off...
Intentional Investor: #12 Jim O'Shaughnessy
06 Sep 2024
Contributed by Lukas
On this episode of the Intentional Investor, Matt Zeigler welcomes legendary investor and entrepreneur Jim O'Shaughnessy. Jim shares fascinating stori...
Intentional Investor #11: Eben Burr
22 Aug 2024
Contributed by Lukas
Join Matt Zeigler as he sits down with Eben Burr, a financial professional with a fascinating journey from the D.C. punk rock scene to the world of be...
Breaking News #27: When Common Knowledge Trumps Reality
15 Aug 2024
Contributed by Lukas
In the latest episode of Breaking News, we are joined by Epsilon Theory Co-Founder Rusty Guinn. We cover the latest developments in the 2024 election ...
Intentional Investor #10: Grant Williams
06 Aug 2024
Contributed by Lukas
In this episode of The Intentional Investor, Matt Zeigler talks with Grant Williams, a veteran of the finance industry and creator of the popular news...
Breaking News #26: The Biden Harris Swap
01 Aug 2024
Contributed by Lukas
In this episode of Breaking News, we cover the recent developments in the Democratic party, with Biden stepping aside and Kamala Harris becoming the p...
The Intentional Investor #9: Ryan Krueger
23 Jul 2024
Contributed by Lukas
In this episode of the Intentional Investor, Matt Zeigler speaks with Ryan Krueger, founder of Freedom Day Solutions. Ryan shares his journey from wor...
Breaking News #25: The Trump Assassination Attempt and Our Plunge Into the Great Ravine
17 Jul 2024
Contributed by Lukas
In this episode if Breaking News, we discuss the recent assassination attempt on former President Trump and explore its implications within the contex...
The Intentional Investor #8: Wes Gray
09 Jul 2024
Contributed by Lukas
In this episode, Matt Zeigler speaks with with Wes Gray, founder of Alpha Architect and ETF Architect. Wes shares his fascinating journey from growing...
Breaking News #24: The Debate That Changed Everything | Joe Biden's Common Knowledge Moment
03 Jul 2024
Contributed by Lukas
In this episode of Breaking News we look at the impact of the presidential debate and the role it played in changing the common knowledge about Presid...
The Intentional Investor #7: Rusty Guinn
25 Jun 2024
Contributed by Lukas
In this episode, Matt Zeigler talks with Epsilon Theory co-founder Rusty Guinn. Rusty shares his life journey, from growing up in rural Texas to worki...
Breaking News #23: Biden's Losing Narrative Strategy
20 Jun 2024
Contributed by Lukas
In this episode of Breaking News, we examine the current state of the 2024 US presidential election and how it is playing out in the narrative world. ...
The Intentional Investor #6: Daniel Crosby
11 Jun 2024
Contributed by Lukas
In this episode of The Intentional Investor, we sit down with Daniel Crosby, a clinical psychologist turned behavioral finance expert and author of th...
Epsilon Theory on Tape: Gell-Mann Amnesia
06 Jun 2024
Contributed by Lukas
"Briefly stated, the Gell-Mann Amnesia effect is as follows. You open the newspaper to an article on some subject you know well. In Murray's case, phy...
The Intentional Investor #5: Perth Tolle
28 May 2024
Contributed by Lukas
In this episode of The Intentional Investor, host Matt Zeigler interviews Perth Tolle, founder of the Freedom Index and Life + Liberty Indexes. Perth ...
Breaking News #22: Israel, Meme Stocks and the Rising Risks Across the Globe
23 May 2024
Contributed by Lukas
Risks are rising on a variety of fronts across the world. And market players are positioning themselves to profit before they are realized. In this ep...
Epsilon Theory on Tape: The NFL Has a Gambling Problem
20 May 2024
Contributed by Lukas
The outcomes of NFL games are inordinately influenced by officials relative to other sports. This is not new. The narrative environment faced by the N...
The Intentional Investor #4: Bogumil Baranowski
14 May 2024
Contributed by Lukas
In this episode of The Intentional Investor, host Matt Zeigler is joined by Bogumil Baranowski to discuss the power of investing with a multi-generati...
Breaking News #21: Donald Trump and the Story the Media Isn't Telling
09 May 2024
Contributed by Lukas
In this episode of Breaking News, we explore a range of topics, from the lack of media coverage surrounding the billions of dollars funneled to Donald...
The Intentional Investor #3: Howard Lindzon
30 Apr 2024
Contributed by Lukas
In this episode of The Intentional Investor, host Matt Ziegler interviews Howard Lindzon, the founder and CEO of StockTwits. Lindzon shares his journe...
Breaking News #20: Hot Ones and Phony Wars
25 Apr 2024
Contributed by Lukas
In this episode of Breaking News, we examine the recent situation with NPR and how it relates to the concept of fiat news. We also delve into the curr...
The Intentional Investor #2: Justin Castelli
23 Apr 2024
Contributed by Lukas
In this episode of the Intentional Investor, Matt Zeigler and Justin Castelli explore the intersection of life and investing, discussing the importanc...
Cursed Knowledge #28: Casual Gambling
18 Apr 2024
Contributed by Lukas
Gambling is a big deal. And everyone's got an opinion one way or another. It's had a pretty insane increase over the last few years. But what happens ...
Men of God in the City of Man, Pt. 5: Epidemic
18 Apr 2024
Contributed by Lukas
Men of God prophesied as early as 2007 that God would make Donald Trump the President of the United States. Our narrative virus gave these prediction...
The Intentional Investor: Ben Hunt
16 Apr 2024
Contributed by Lukas
In this episode of The Intentional Investor, Matt Ziegler has a wide-ranging conversation with Ben Hunt, discussing Ben's journey from academia to fin...
Breaking News #19: Number Go Up For November
11 Apr 2024
Contributed by Lukas
In this episode we discuss how the upcoming November election is shaping the current political and economic landscape. We discuss why inflation, the s...
Breaking News #18: The Rise of Raccoons
28 Mar 2024
Contributed by Lukas
As anyone who has ever left their trash lid loose would know, racoons have a tendency to come in and clean up the leftovers. And they make a huge mess...
Breaking News #17: The Rise of Financial Nihilism
15 Mar 2024
Contributed by Lukas
Younger generations today feel like they don't have a chance. Whether it be rising home prices or income and wealth inequality, they feel that they ar...
Breaking News #16: Technology and the Teenage Mind
29 Feb 2024
Contributed by Lukas
We all know that technology can be bad for children. But a new paper from 13D Research, which was republished on Epsilon Theory, really drove home the...
Breaking News #15: Useful Idiots
15 Feb 2024
Contributed by Lukas
Over ten countries are currently engaged in hot wars in the Middle East. But you wouldn't know if from the media coverage where what has been going on...
Cursed Knowledge #27 Panera Lemonade
09 Feb 2024
Contributed by Lukas
Panera's in hot water over their charged lemonade. After building their brand on clean and healthy food, they're now facing several lawsuits claiming ...
Breaking News #14: Harvard Material
01 Feb 2024
Contributed by Lukas
Harvard has some of the most stringent admission standards of any university. Most people will never have the opportunity to receive a degree from thi...
Breaking News #13: The Curious Case of Claudine Gay
18 Jan 2024
Contributed by Lukas
Claudine Gay recently resigned as President of Harvard due to allegations of plagiarism. But the story behind that is far more important than the head...
Breaking News #12: The Aggrieved Trump 2024 Narrative
04 Jan 2024
Contributed by Lukas
The news about the election has been heating up recently. But it unfortunately has not revolved around the process of people voting to determine the o...
Breaking News #11: Women and Risk: A Wall Street Narrative
21 Dec 2023
Contributed by Lukas
It is no secret that women are underrepresented in the finance industry. That is especially true with respect to the “risk-taking” roles that peop...
Cursed Knowledge #26: Singin' in the Rain
14 Dec 2023
Contributed by Lukas
Movie musicals are a Hollywood staple. A spectacle of dance, emotion, and music. Proving which Hollywood stars are actors only and which are true trip...
Men of God in the City of Man, Part 4: Epimemetics
13 Dec 2023
Contributed by Lukas
Every narrative is built on memes that have evolved and adapted to human culture over centuries. But some environments change the way that those mem...
Breaking News #10: The Story of Generative AI | Bringing the Power of Discovery Back to the People
06 Dec 2023
Contributed by Lukas
Generative AI has the power to become one of the most significant innovations any of us will see in our lifetimes. In fact, it may already be there. I...
Men of God in the City of Man, Part 3: Memetics
05 Dec 2023
Contributed by Lukas
In the same way that genetics governs how physical viruses reproduce within a host, memetics governs how narrative viruses reproduce within a culture....
Cursed Knowledge #25: Truffle Hunting
01 Dec 2023
Contributed by Lukas
Truffles are well known to be one of the rarest, and most expensive, delicacies available. What's not known is the cutthroat world of truffle hunting....
Breaking News #9: Hold My Beer
22 Nov 2023
Contributed by Lukas
With primary season getting into full swing, there is a lot going on in the political world. Candidates are taking things up a notch with their aggres...
Cursed Knowledge #24: Hollywood Accounting
17 Nov 2023
Contributed by Lukas
We know that Hollywood is a multibillion dollar industry that shows no signs of slowing anytime soon. So then why do so many studios report that their...
Breaking News #8: When Narrative Doesn't Matter | The Israeli Strategy of Total War
09 Nov 2023
Contributed by Lukas
People traditionally look at war as something that is fought on a battlefield. And that is certainly true. But it is also fought in the world of narra...
Cursed Knowledge #23: Mega Disasters
02 Nov 2023
Contributed by Lukas
Earthquakes, storms, volcanos, oh my. It seems the earth is always trying to kill us one way or another. These are dangerous powerful spectacles that ...
Breaking News #7: When the Media Failed Us: The Changing Story of the Gaza Hospital Explosion
26 Oct 2023
Contributed by Lukas
There was an explosion in the vicinity of a hospital in Gaza. The media immediately began reporting on it. Major newspapers put out front page headlin...
Cursed Knowledge #22: The Narrative of Reality TV
20 Oct 2023
Contributed by Lukas
Reality TV is a constant and ever growing part of pop culture. Everyone has a guilty pleasure show that they watch every week. It's created stars and ...
Breaking News #6: Maintaining Optimism in a Polarized Political World
12 Oct 2023
Contributed by Lukas
The political world is becoming more polarized by the day. Whether it be on social media, in the news, or in the real world, extreme opinions continue...
Cursed Knowledge #21: Invasive Species
05 Oct 2023
Contributed by Lukas
Invasive species are a known "bad thing". An organism that's introduced to an environment and ruins it. So why don't we do anything about them? Is the...
Breaking News #5: Voldemort 2024! The Biden/Trump Rematch No One Wants
28 Sep 2023
Contributed by Lukas
Poll numbers show that the majority of Americans are not happy about the choice between Joe Biden and Donald Trump that we are likely to face in the n...
Cursed Knowledge #20: Airbnb
21 Sep 2023
Contributed by Lukas
Airbnb has reshaped how we travel and disrupted the hotel industry. But most of the stories from both guests and hosts reveal nothing but disasters. S...
Breaking News #4: From Ross Perot to RFK Jr – The Evolving Narratives of Political Entrepreneurs
14 Sep 2023
Contributed by Lukas
In this episode, we take a deep dive into the tactics and tools used by upstart political entrepreneurs. Our political system is setup to heavily favo...
Cursed Knowledge #19: The Snappiest Place on Earth
07 Sep 2023
Contributed by Lukas
We live in a very safe world. And we've worked hard to make it safe. But sometimes we take that safety for granted. And sometimes we think that safety...
Men of God in the City of Man, Part 2: Carriers
31 Aug 2023
Contributed by Lukas
Every virus needs carriers to spread. Even a narrative virus. We can learn a lot from what they have in common.
Breaking News #3 ESG, Vivek Ramaswamy and The Influence of Political Entrepreneurs
31 Aug 2023
Contributed by Lukas
Political entrepreneurs are all around us. They influence what we think. They influence how we think. But we often don't recognize it. In this episode...
Cursed Knowledge #18: The Bone Wars
24 Aug 2023
Contributed by Lukas
The Bone Wars. A decade long battle of ego between two dueling paleontologists. It's a tale of obsession, sabotage, and academic backstabbing. This cl...
Epsilon Theory on Tape: Men of God in the City of Man, Part 1: Virus
24 Aug 2023
Contributed by Lukas
This is a story about a virus and the gain-of-function research that produced it. It's not what you think.
Breaking News #2: The Drumbeat of Inflation
17 Aug 2023
Contributed by Lukas
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 ...
Cursed Knowledge #17: Frances Ethel Gumm and the Wizard of Oz
10 Aug 2023
Contributed by Lukas
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 t...
Breaking News #1: The Water In Which We Swim
03 Aug 2023
Contributed by Lukas
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 n...
Cursed Knowledge #16: Women in Refrigerators
27 Jul 2023
Contributed by Lukas
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 mal...
Epsilon Theory on Tape: An AI In The City Of God
14 Apr 2023
Contributed by Lukas
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 hap...
Epsilon Theory on Tape: Starry Eyes and Starry Skies
09 Feb 2023
Contributed by Lukas
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 upcom...
Epsilon Theory on Tape: The MacGuffin, Part 2: The Story Arc of SBF and FTX
06 Dec 2022
Contributed by Lukas
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 M...
Epsilon Theory on Tape: MacGuffin, Part 1: The Corrupt Crypto 'Revolution'
06 Dec 2022
Contributed by Lukas
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 Nudgin...
Cursed Knowledge #15: Sir Edmund Hillary Thinks You're An Ass
28 Oct 2022
Contributed by Lukas
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...
Epsilon Theory on Tape: Notes From the Field
05 Oct 2022
Contributed by Lukas
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 ...
Epsilon Theory on Tape: The Goldfinch in Winter
05 Oct 2022
Contributed by Lukas
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 i...