PODCAST · business
Epsilon Theory Podcast
by Ben Hunt
Epsilon Theory is an exploration of the most powerful force in our social world - narrative. See more at www.epsilontheory.com.
Episodes
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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 intentional life. On this episode of The Intentional Investor, John shares the experiences behind Bridgeway's investment...
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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 in your 20s. From making and losing money in the SPAC bubble to leaving his job to travel the world, Jack explores...
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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 probability, risk management, and a deeper understanding of math can improve decisions in investing and everyday life.
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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...
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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,...
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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…
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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...
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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…
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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…
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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…
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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...
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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, social media, and founding Habits. They explore family values, networking, career burnout, building a startup in...
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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. They discuss how deadlines, audience expectations, Substack, social media, and AI-era writing patterns can turn a labor…
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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 reading creates connection, why great writers become part of the worlds they describe, and what Epsilon Theory…
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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 stories involving FIFA, Scottish football, Italy and his family's fish and chip shop, the episode explores how people...
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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 opinions. This conversation explores why AI can be a powerful creative tool, why lazy content feels so empty, and how…
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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 episode, Matt Zeigler revisits one of the most unforgettable Intentional Investor conversations, tracing Ritavan’s…
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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 the age of AI. This conversation explores writing, research, introspection, AI assistants, and the importance of...
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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 finally breaks. Craig traces his path from a Tennessee farm to Harvard Business School, banking, family office…
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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 research to narrative. They discuss AI-assisted writing, Claude as a research partner, Ian McGilchrist’s left brain right...
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Notes on Notes: The Almanac and the Ambulance
Rusty Guinn joins Matt Zeigler to discuss The Almanac and the Ambulance, AI, writing, creativity, and the productivity problem with large language models. They explore how writers can use AI as a thinking partner without losing the human judgment, metaphor, and meaning that make good writing work.
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The Intentional Investor #54: Joseph Moore
Joseph S. Moore joins The Intentional Investor to discuss his journey from working class South Carolina to historian, professor, entrepreneur, and author of How to Get Rich in American History. In this conversation, Matt Zeigler and Joseph explore the personal stories behind money, ambition,...
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Notes on Notes: I Want It, But I Don't Like It
In this episode of Epsilon Theory Unplugged, Matt Zeigler talks with Brent Donnelly about his essay I Want It, But I Don’t Like It and the hidden costs of smartphones, Twitter, social media addiction, and attention capture. They discuss why phones can create a “dark zone” similar to gambling...
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Notes on Notes: Contact: AI and the Semantic Dimension
Epsilon Theory Unplugged launches with Ben Hunt and Matt Zeigler discussing why human writing matters more in an age of AI-generated content, thought leadership, and endless digital noise. Ben explains the idea behind the new series, why he is returning to direct human-to-human writing, and how…
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The Intentional Investor #53: Taylor Schulte
Taylor Schulte joins The Intentional Investor to talk about the life experiences that shaped his path from skateboarding and punk rock to financial planning, entrepreneurship, marketing and building a business on his own terms. This conversation explores the people, setbacks and lessons that…
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The Intentional Investor #52: Mat Cashman
In this episode of The Intentional Investor, Matt Zeigler sits down with Mat Cashman to explore the path from classical saxophone to options trading, market making, education, and career reinvention. The conversation covers music, perfectionism, teaching, the CBOE trading floor, risk, failure,...
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The Intentional Investor #51: Marc Rubinstein
This episode explores the career, mindset, and investing philosophy of Marc Rubinstein, tracing his journey from equity research in the 1990s through the Global Financial Crisis and into his current thinking on markets, optionality, and decision-making. Through personal stories and market…
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The Intentional Investor #50 :Gary Mishuris
In this episode of The Intentional Investor, Matt Zeigler sits down with Gary Mishuris to explore his journey from the Soviet Union to becoming a successful investor and founder. The conversation blends investing philosophy with deeply personal stories about resilience, integrity, and the…
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The Intentional Investor #49: Mike Perry
In this episode of The Intentional Investor, Matt Zeigler sits down with bestselling author, humorist, and essayist Michael Perry to explore the life experiences that shaped his writing and worldview. Perry shares stories from growing up on a dairy farm in rural Wisconsin, the lessons he learned...
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The Intentional Investor #48: Roger Mitchell
Roger Mitchell joins The Intentional Investor to share the improbable journey from a working class upbringing in Scotland to the upper tiers of global finance, music, media, and sport. Along the way, he reflects on the formative lessons that shaped him, from navigating rough public schools and...
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The Intentional Investor #47: Ted Merz
In this episode of The Intentional Investor, Matt Zeigler sits down with Ted Merz to explore how careers, ideas, and communities are shaped less by optimization and more by immersion. Drawing on stories from Ted’s early life, his time at Bloomberg, and his post corporate reinvention, the...
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The Intentional Investor #46: Ritavan
In this episode of Intentional Investor, Matt Zeigler sits down with Ritavan to explore how a life shaped by loss, curiosity, and self-directed learning produced a distinctive way of thinking about mastery, ambition, and purpose. From a remarkable family history to an unconventional educational...
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The Intentional Investor #45: Tony Greer
In this episode of Intentional Investor, Matt Zeigler sits down with Tony Greer for a wide-ranging conversation about markets, risk, identity, and the experiences that shape how we operate under pressure. From growing up on Long Island in a tight-knit Italian family to trading precious metals at...
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The Intentional Investor #44: Best of 2025 w/ Ben Hunt
In this special year-end episode of Intentional Investor, Matt Zeigler and Ben Hunt reflect on the stories, turning points, and formative moments that shaped the most memorable conversations of 2025. Rather than market calls or forecasts, this episode focuses on identity, risk, mentorship,...
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The Intentional Investor #43: GregLarkin
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 microfinance in Scotland, to predicting the subprime crisis, to becoming a leading voice on innovation, courage, and community-building. This episode…
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The Intentional Investor #42: Dave Nadig
Dave Nadig joins us for a wide-ranging conversation on intentional investing, creativity, career detours, near-death experiences, and building a meaningful life. From growing up as a “no-lock kid,” to working on live TV in Los Angeles, to the early days of ETFs, to a traumatic climbing accident...
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The Intentional Investor #41: Pablos Holman
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 Intentional Investor, Matt Zeigler explores how curiosity, creativity, and relentless experimentation shaped Pablos’s journey — from hacking onstage…
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The Intentional Investor #40: Adam Butler
Adam Butler joins The Intentional Investor with Matt Zeigler for an honest, funny, and deeply reflective conversation that traces the origins of one of investing’s most thoughtful minds. From a Dungeons & Dragons-playing kid in Newfoundland to the CIO of Resolve Asset Management, Adam’s story is...
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The Intentional Investor #39: Tyrone Ross
Tyrone Ross joins The Intentional Investor with Matt Zeigler for a conversation that goes far beyond markets — a story of grit, purpose, pain, and love. From growing up in the projects of New Jersey to becoming an elite athlete and mission-driven financial leader, Tyrone shares how the people who...
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The Intentional Investor #38: Danielle Strachman
In this episode of Intentional Investor, Matt Ziegler sits down with Danielle Strachman, co-founder and general partner of 1517 Fund, former director at the Thiel Fellowship, and lifelong supporter of unconventional paths. Danielle shares her journey from a New England upbringing and music-filled...
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The Intentional Investor #37: Eric Pachman
Matt Zeigler sits down with Eric Pachman to explore how purpose, curiosity, and friendship powered an unlikely path from chemical engineering and ExxonMobil to Wall Street, data storytelling, and exposing hidden costs in healthcare. Eric shares the decisions and inflection points that shaped his...
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The Intentional Investor #36: Jenny Rozelle
In this episode of The Intentional Investor, Matt Zeigler sits down with Jenny Rozelle—attorney, business owner, and host of the Legal Tea podcast—to explore her journey from small-town Indiana to running a thriving law firm with her husband. Jenny shares stories of persistence, mentorship, and...
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The Intentional Investor #35: Devin Anderson
In this episode of *The Intentional Investor, Matt Zeigler sits down with Devin Anderson — CEO and co-founder of Convexitas — for a wide-ranging conversation on startups, trading desks, and the lessons learned from navigating crises. From working at an internet company in high school to winding...
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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...
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The Intentional Investor #33: John Stoj
In this episode of The Intentional Investor, Matt Zeigler sits down with John Stoj for a wide-ranging conversation that explores career reinvention, risk-taking, and the deeper purpose behind financial decisions. From an unexpected Wall Street entry via a summer internship, to launching a sushi...
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The Intentional Investor #32: Bryan Moore
Bryan Moore, host of The Active Advisor Podcast and veteran ETF trader, joins us to share his remarkable journey through trading pits, ETF desks, market crashes, and more — including putting on a trade for the Vatican. In this conversation, Bryan reveals how embracing discomfort, risk, and...
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The Intentional Investor #31: Andrew Mack
From bagpipes to bouncing to betting markets, Andrew Mack’s journey to becoming a successful trader and sports bettor is anything but conventional. In this deeply personal and wide-ranging conversation, Andrew opens up about the detours, doubts, and decisions that shaped his unlikely path from...
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The Intentional Investor #30: Andrew Cohen
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 a dramatic turn when the largest Ponzi scheme in history unraveled. But this isn’t just a story about scandal—it's about resilience, reinvention…
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The Intentional Investor #29: Kris Abdelmessih
In this captivating episode of The Intentional Investor, Matt Zeigler sits down with Kris Abdelmessih, the mind behind Moontower. From his immigrant family upbringing in New Jersey to becoming a seasoned market maker who covered virtually every trading pit imaginable, Kris shares his fascinating...
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The Intentional Investor #28: Brent Kochuba
In this episode of The Intentional Investor, Matt Zeigler sits down with Brent Kochuba, founder of financial research firm SpotGamma. Brent shares his remarkable journey from network administrator to options trading expert, including his experiences at major financial institutions, surviving…
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ABOUT THIS SHOW
Epsilon Theory is an exploration of the most powerful force in our social world - narrative. See more at www.epsilontheory.com.
HOSTED BY
Ben Hunt
CATEGORIES
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Frequently Asked Questions
How many episodes does Epsilon Theory Podcast have?
Epsilon Theory Podcast currently has 208 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Epsilon Theory Podcast about?
Epsilon Theory is an exploration of the most powerful force in our social world - narrative. See more at www.epsilontheory.com.
How often does Epsilon Theory Podcast release new episodes?
Epsilon Theory Podcast publishes regularly with 208 episodes available. Check the episode list for the typical release schedule.
Where can I listen to Epsilon Theory Podcast?
You can listen to Epsilon Theory Podcast on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Epsilon Theory Podcast?
Epsilon Theory Podcast is created and hosted by Ben Hunt.
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