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Epsilon Theory Podcast: Daily Summaries Delivered
by Ben Hunt
Epsilon Theory is an exploration of the most powerful force in our social world - narrative.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 4 days ago17 min
Notes on Notes: Human 100%
Joseph Moore joins Matt Zeigler on Notes on Notes to explore AI and the future of writing, from AI detection tools to the value of human creativity and original thought. Drawing on his essay "Human 100%," Joseph explains why artificial intelligence may imitate a writer's voice while the experiences, thinking, and feelings behind meaningful writing remain essential.
- 5 days ago1h 44m
Intentional Investor #61: Ian Cassel
Ian Cassel joins Matt Zeigler on The Intentional Investor to explore the personal journey behind becoming a full-time microcap investor, from early stock market losses to the mentors and relationships that shaped his career. The MicroCapClub founder and author of Stock Picker shares how family, investing psychology, financial independence, and reputation influence both his portfolio and the life he wants to build.
- 2 weeks ago1h 50m
The Intentional Investor #60: Scott Shadian
Scott Shadian joins Matt Zeigler on The Intentional Investor to tell the extraordinary story of helping evacuate 1,200 vulnerable Afghans during the fall of Kabul and explain how decades in diplomacy, conflict zones, research and communications shaped his view of broken systems. They trace his path from a struggling student and Southern California punk rock kid to the White House, Afghanistan, Iraq, Sayara and Emergence Field Labs, exploring civil war, social cohesion, narrative, AI, qualitative data and why systems fail when they can no longer see or learn from themselves.
- 3 weeks ago16 min
Notes on Notes: More Eccentrics. Less Influencers
Ben Hunt and Matt Zeigler explore why a world dominated by AI and influencers makes it harder to develop authentic role models and trust your own judgment. They discuss writing as a tool for discovering what you actually think and feel, the difference between influence and example, and why authenticity, restraint, and consistent action matter more as technology increasingly offers to think for us.
- 4 weeks ago18 min
Notes on Notes: The Semantic Manifest(o)
Ben Hunt explores the Semantic Manifesto, his argument that ideas are real and AI can act as a portal that helps humans access, visualize, and manifest them. He explains Plato's theory of forms, why AI helped him express a lifelong philosophical idea without writing any of the words, and how these tools could reshape creativity, discovery, and the battle between good and bad ideas.
- Aug 19, 20261h 45m
The Intentional Investor #59: Chuck Marohn
Strong Towns founder Chuck Marohn joins Matt Zeigler to trace the life experiences that shaped his thinking about cities, community, entrepreneurship, and purposeful work. From growing up on a Minnesota farm and nearly becoming a professional drummer to a life-changing trip through southern Italy, the housing crash, and the creation of Strong Towns, Chuck explains how failure, family, local places, and financial humility changed the trajectory of his life.
- Aug 13, 202625 min
Notes on Notes: Free Treasure
Matt Zeigler sits down with Dave Nadig to unpack Free Treasure and explore how personal writing gets shaped through drafting, editing, feedback, and the willingness to cut ideas you love. They also discuss AI and creative writing, why human editors still matter, and Dave's larger argument that time and attention may be the most valuable things we can give other people.
- Aug 11, 202629 min
Notes on Notes: The Sound of Inevitability
Kris Abdelmessih breaks down what the collapse of a highly leveraged AI trade reveals about leverage, liquidity, risk management, and why intelligence alone is not enough to survive markets. He also explains how experienced traders recognize when someone has lost control of their own fate, why apparent market liquidity can disappear when it matters most, and how he uses AI tools like Claude to organize his writing without outsourcing the thinking.
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About Epsilon Theory Podcast
Epsilon Theory is an exploration of the most powerful force in our social world - narrative.
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