Cursed Knowledge #27 Panera Lemonade

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 current state of tensions between Iran and Israel and why we may see a 'phony war" in the coming months. Additionally, we examine the underwhelming sales of Tesla's Cybertruck and the broader decline of the EV narrative. We also have a dumb question about expansion of NATO and a Cultish Corner on Conan O'Brien's masterful appearance on the show "Hot Ones".

In this episode of the Intentional Investor, Matt Zeigler and Justin Castelli explore the intersection of life and investing, discussing the importance of aligning your financial plan with your personal values and vision. Justin shares his unique perspective on setting goals versus having a vision, emphasizing the significance of investing in experiences, relationships, and intellectual property rather than solely focusing on traditional financial metrics. The two discuss the role of financial advisors in helping clients live authentically and the potential for an abundance mindset within the financial system. Justin also touches on his aspirations to support others through creative ventures and the generational wisdom he hopes to pass down to his children.

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 when Gambling becomes gambling? When it stops being a grand event and is instead a much more insidious and, well, casual thing. Spoiler Alert. Nothing good. It's now showing up everywhere. From sports, to finance, to politics, to videogames. It's rarely obvious gambling, and that's what we need to be worried about.

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 predictions fertile ground to take root.

In this episode of The Intentional Investor, Matt Ziegler has a wide-ranging conversation with Ben Hunt, discussing Ben's journey from academia to finance and the pivotal moments that shaped his career. Ben shares his lifelong fascination with games, puzzles, and cracking codes, which eventually led him to the world of investing. They delve into Ben's experiences in academia, the lessons he learned from starting a software company, and his realization that fundamentals and value in investing are ultimately driven by narratives and game theory. Ben also discusses the genesis of Epsilon Theory, and his ongoing quest to find structure in unstructured data and stories. Throughout the conversation, they explore the interconnectedness of human, intellectual, social, and financial capital in shaping one's life and career.

In this episode we discuss how the upcoming November election is shaping the current political and economic landscape. We discuss why inflation, the stock market and the war in the Middle East are all being viewed through a political lens as the election approaches and those with a vested interest seek to influence its outcome . We also discuss the prevalence of conspiracy theories, the erosion of trust in institutions, and the importance of curiosity in a left brain focused world.

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 while they do it. That isn't the only place they exist, though. Raccoons also exist in the financial world, the self help world and a lot of other places. They come in and take what is leftover from what would otherwise be positive innovations and make a mess of them for their own benefit. In this episode, we take a detailed look at raccoons. We look at the tactics they use and how all of us can better spot them before they do their damage. We also discuss the danger of carved out inflation metrics, whether fundamental investing is dead, what steam boat operators have to do with finding your true self and a lot more.

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 are starting with a significant disadvantage relative to older generations. One of the responses to this has been to resort to more aggressive gambling when it comes to their investments and their lives. Whether it be sports gambling or investing in riskier investments, some have sought to overcome their starting position by making risky bets. In this episode, we take a deep dive into this idea of financial nihilism and look at its real world implications. We also discuss Elon Musk's treason allegations against Joe Biden and also look at the amazing behind the scenes story of the creation of the song "We Are the World."

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 point of just how bad it can be be and the impact it has on the wirings of children's minds. In this episode, we discuss this research and what we can do as parents to help mitigate the damage technology is doing to our children. We also cover the election and the impact of Trump's legal problems, Elon's Musk's pay package Joe Biden's scripted press conferences and the importance of embracing difficulty.

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 has received limited attention. In this episode we dig into why that is. We also cover Tucker Carlson's recent interview with Vladimir Putin, Joe Biden's attempts to tackle shrinkflation and airline seating, why politicians from both sides have no interest in addressing the border and the importance of embracing your yellow pants moment.