Epsilon Theory is an exploration of the most powerful force in our social world - narrative. See more at www.epsilontheory.com.
Latest episodes
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1 h 51
The Intentional Investor #63: John Montgomery
Bridgeway founder John Montgomery joins Matt Zeigler to explore how quantitative investing, philanthropy, and purpose shaped his approach to building a business and living an inten…
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1 h 32
The Intentional Investor #62: Jack Raines
Jack Raines, author of Young Money and investor at Slow Ventures, joins Matt Zeigler on The Intentional Investor to discuss money, career decisions, and building a meaningful life…
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22 min
Notes on Notes: After this post you will be sizing bets in your head
Kris Abdelmessih joins Matt Zeigler on Notes on Notes to explore the Kelly Criterion, bet sizing, and why having favorable odds does not guarantee success. They discuss how probabi…
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17 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…
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1 h 44
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 mento…
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1 h 50
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 d…
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17 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…
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19 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 th…
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1 h 45
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 gro…
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26 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 yo…
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30 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 surviv…
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1 h 32
The Intentional Investor #58: Jack Boudreau
Jack Boudreau joins Matt Zeigler to discuss his unconventional path from childhood speech challenges and high school side hustles to JPMorgan investment banking, entrepreneurship,…
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15 min
Notes on Notes: Dear Ben
Brent Donnelly joins Matt Zeigler on Epsilon Theory Unplugged to explore creative burnout, formulaic writing, content overload, and the struggle to preserve an authentic voice. The…
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19 min
Notes on Notes: Reading List 2026
Ben Hunt and Matt Zeigler explore why authentic writing still matters in the age of AI and what separates lived human experience from machine-generated analysis. They discuss how r…
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37 min
The Intentional Investor #57: Roger Mitchell
In this Story Time episode of The Intentional Investor, Matt Zeigler revisits Roger Mitchell's lessons on sports leadership, career ambition, power and personal values. Through sto…
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29 min
Notes on Notes: Nobody Wants To Earn Their S***
Matt Zeigler joins Notes on Notes to discuss his Epsilon Theory Unplugged essay Nobody Wants To Earn Their Shit and what it says about AI, creativity, writing, music and earned opi…
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18 min
The Intentional Investor #56: Ritavan
Ritavan joins The Intentional Investor for a powerful story about family history, identity, idealism, and how the lives we inherit shape the people we become. In this Story Time ep…
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20 min
Notes on Notes: A Case for Contemplative Autonomy
Dave Nadig joins Notes on Notes to discuss his Epsilon Theory Unplugged essay Paying Attention: A Case for Contemplative Autonomy and why thinking for yourself matters even more in…
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1 h 50
The Intentional Investor #55: Craig Wilson
Craig Wilson joins Matt Zeigler on The Intentional Investor for a conversation about anxiety, ambition, identity, faith, work, and what happens when a life built on performance fin…
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21 min
Notes on Notes: The Neurometaphysics of Ruin
In this episode of Notes on Notes, Matt Zeigler talks with Adam Butler about the writing process behind The Neurometaphysics of Ruin and how big ideas move from frustration to rese…