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Epsilon Theory Podcast

Author: Ben Hunt

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Epsilon Theory is an exploration of the most powerful force in our social world - narrative. See more at www.epsilontheory.com.
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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, reinvention, and the experiences that quietly redirect a life. Through a countdown of the top ten clips from the year, the conversation explores how careers are really built, how values are formed, and why the most important lessons often come from unexpected places.
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 blends personal history with market insight, crisis leadership, creativity, and what it means to build a meaningful life and career.
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 that changed his worldview, Dave shares a remarkable story filled with lessons about ambition, humility, family, and purpose.
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 and pioneering early web development to building inventions that shoot mosquitoes with lasers and investing in deep-tech founders today. It’s a masterclass in innovation, persistence, and the mindset of people who make the impossible real.
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 about curiosity, overconfidence, failure, reinvention, and finding purpose through markets. Along the way, he shares the lessons that shaped his worldview — and the mistakes that built his philosophy on risk, humility, and growth.
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 filled the gaps in his life helped shape his identity and purpose. This episode explores how embracing pain, service, and faith can transform setbacks into gifts, and how personal history informs a life of intentional investing and impact.
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 childhood to starting a charter school during the financial crisis, building 1517 to back “dropouts, renegades, and sci-fi kids,” and embracing her role as a “professional fairy godmother.” Her story is one of resilience, creativity, and building communities that make a difference.
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 life—becoming a parent during Harvard Business School, burning out and rebuilding energy as an introvert, and learning to make complex ideas useful—while offering practical frameworks for better decisions, communication, and impact.
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 building a business that doubles as a community asset. From stubbornness as a superpower to balancing cattle chores with client calls, this conversation blends humor, resilience, and hard-earned lessons about investing in both life and work.
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 down risk at Deutsche Bank’s “bad bank,” Devin shares an unfiltered look at technology, entrepreneurship, derivatives, and risk management.
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 debut to reflections on career reinvention, cynicism in finance, and Norse mythology, Rupert brings a rare blend of depth, wit, and global experience. If you’ve ever wondered how a Spanish literature major ends up structuring billion-dollar deals—or how a squirrel from Norse myth can explain market dynamics—this one’s for you.
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 business, to ultimately rethinking how investment advice should be delivered, John shares a journey filled with humility, humor, and hard-earned lessons.
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 uncertainty has been the key to his success in markets and life. From the trading floor to intentional investing, you’ll learn how to rethink risk, growth, and your investing mindset.
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 rural Canada to algorithmic trading. Along the way, he shares what working in oil fields, selling used cars, and studying sociology taught him about risk, discipline, and finding conviction in uncertainty. This is a story about reinvention, self-reliance, and the grit it takes to build your own edge from scratch.
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, and redefining success on your own terms.
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 journey through the financial world. Learn how key mentors, family influences, and pivotal life moments shaped his path from trading floors to becoming a respected financial writer.
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 market crashes, and ultimately building his own successful derivatives research business. With humor and candor, Brent reveals the unexpected paths that led him to where he is today, including family influences, career pivots, and seizing opportunities during uncertain times.
Join Matt Zeigler on The Intentional Investor podcast as he interviews Daryl Fairweather, Chief Economist at Redfin and author of the new book "Hate the Game: Economic Cheat Codes for Life, Love, and Work." In this engaging conversation, Daryl shares her journey from MIT to the University of Chicago, her experiences navigating corporate America, and how she applies economic principles to everyday life decisions. With her unique background spanning academia, tech, and real estate, Daryl offers fascinating insights on using economic frameworks to understand human behavior and make better decisions.
Join host Matt Zeigler as he interviews Danika Waddell, founder of Xena Financial Planning, in this engaging conversation about career pivots, financial independence, and creating a more inclusive financial services industry. Danika shares her journey from accounting to launching her own financial planning firm during the pandemic, and how her personal experiences shaped her mission to help women in tech achieve financial independence.
In this episode of The Intentional Investor, host Matt Zeigler sits down with Cullen Roche, an economist, writer, and financial maverick who has carved out a unique space in the world of finance through his independent thinking and unconventional approach. From his large Irish Catholic family to his journey through finance, Cullen shares an intimate look at how curiosity, non-conformity, and a commitment to understanding complex systems have shaped his professional and personal life.
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