Matt Zeigler

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Matt Zeigler@CultishCreative·2d

@stalmico @EpsilonTheory That is the question. For now, any and all white collar is a dominant narrative framing.

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Steven Collard@stalmico·3d

@EpsilonTheory @CultishCreative curious what jobs this actually captures

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Matt Zeigler@CultishCreative

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Ben Hunt@EpsilonTheory·3d

Great note by Matt @CultishCreative on one of the most striking narratives we track!

7 out of 10 Americans don't want an AI data center nearby (which means more people now oppose data centers than nuclear plants). Festus, MO just fired half its city council over a project. The social veto has entered the chat... NEW Zeitgeist @Panoptica_ai + @EpsilonTheory:

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Matt Zeigler@CultishCreative·2d

@RyanMGavin @practicalquant @CliffordAsness @excessreturnpod I love that. I also love Cliff saying they didn't think about getting it published in any sports journals, and only thinking of that after the fact. Enjoy!

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Ryan Gavin@RyanMGavin·3d

@practicalquant @CliffordAsness @CultishCreative @excessreturnpod Looking forward to this one! When to pull the goalie is how I learned who Cliff was.

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Jack Forehand@practicalquant·3d

This was so much fun. @CliffordAsness joins @CultishCreative and me on @excessreturnpod to walk through the greatest hits of his research. We covered: • Bubble Logic and what investors still get wrong about bubbles • Why volatility is a useful measure of risk • The myth of “cash on the sidelines” • How private markets hide volatility • Why missing the best (and worst) 10 days is a bad argument • The case for international diversification • When to pull the goalie in hockey • Machine learning, overfitting and the future of quant investing bit.ly/4wLUk00

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Matt Zeigler@CultishCreative·2d

@Iron_Yuppie @Panoptica_ai @EpsilonTheory I am right there with you on this question. Me too.

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The Iron Yuppie@Iron_Yuppie·3d

@CultishCreative @Panoptica_ai @EpsilonTheory I’d be very curious to see where the money that’s standing up this movement is coming from. I’d be doubly interested in finding out who’s funding the half a dozen people fighting to keep Micron from building their fab plant in NY.

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Matt Zeigler@CultishCreative·3d

7 out of 10 Americans don't want an AI data center nearby (which means more people now oppose data centers than nuclear plants). Festus, MO just fired half its city council over a project. The social veto has entered the chat... NEW Zeitgeist @Panoptica_ai + @EpsilonTheory:

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Matt Zeigler@CultishCreative·2d

@louie_da_perl @donnelly_brent I have to think about this one, but you may be onto something.

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beet-o@louie_da_perl·3d

@CultishCreative @donnelly_brent Vanilla Ice = Original Chad (aka, OC)

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Matt Zeigler retweetledi

ʎllǝuuop ʇuǝɹq@donnelly_brent·3d

Friday Speedrun is here. spectramarkets.com/amfx/priced-pr… Free as it ever was.

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Matt Zeigler@CultishCreative·2d

@RPMComo @ttmygh @ElliotR1971 @jonnyrmcfarlane @SantiagoAuFund sold on your use of erudite!

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Alex Webster@alexmaccaroon

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Roger Mitchell@RPMComo·2d

One of the most erudite examples of a master broadcaster I’ve ever seen. Content clarity and delivery just perfect. Debating and politics like it used to be. The antithesis of today’s dumbing down. @ttmygh @ElliotR1971 @jonnyrmcfarlane @SantiagoAuFund @CultishCreative

Before you all go to bed after this long beautiful Friday, give this a watch. It’s one of the best meditations on Brexit I’ve ever seen. I knew it was extraordinary as soon as we cut it. @ColinBrazierTV is such a talent. I’m honoured that’s he’s chosen to join us at Outpost.

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Matt Zeigler@CultishCreative·2d

@RPMComo @DerbyshirePhil @DannyUNIAharlem this is such a great one. I also love this Billy Joel one where he talks about “I wanted to be a rock and roll star when I was teenager. Now I’m 27. And I wanna be a good musician.” youtu.be/jaiwx01mAhQ?si…

YouTube

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Jack Forehand@practicalquant

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Roger Mitchell@RPMComo·2d

@CultishCreative @DerbyshirePhil @DannyUNIAharlem I’ve seen this clip many times. And yet I always watch it again. Because it is very difficult to find a better example of “talent”. Yer buddy sends you some words. They aren’t even yours. You create this.

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Frazer Rice@frazerrice·3d

Great get- looking forward to listening.

This was so much fun. @CliffordAsness joins @CultishCreative and me on @excessreturnpod to walk through the greatest hits of his research. We covered: • Bubble Logic and what investors still get wrong about bubbles • Why volatility is a useful measure of risk • The myth of “cash on the sidelines” • How private markets hide volatility • Why missing the best (and worst) 10 days is a bad argument • The case for international diversification • When to pull the goalie in hockey • Machine learning, overfitting and the future of quant investing bit.ly/4wLUk00

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Matt Zeigler@CultishCreative·2d

@frazerrice Thansk Frazer!

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Matt Zeigler@CultishCreative·2d

@TgMacro ugh. And yeah, immediately recognizable line.

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Rob Base, "It Takes Two" rapper, has died at 59 💔🕊️ tmz.com/2026/05/22/rob…

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Tony Greer@TgMacro·3d

To be fair “I wanna rock right now I’m Rob Base and I came to get down…” …is a banger opening lyric. RIP RB.

TMZ@TMZ

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Matt Zeigler@CultishCreative·3d

@jposhaughnessy @infinitebooks @DylanoA4 post shaggy dog stories next!

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Jim O'Shaughnessy@jposhaughnessy·3d

My @infinitebooks teammate @DylanoA4 is in the house!

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Matt Zeigler@CultishCreative

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Clifford Asness@CliffordAsness·3d

This was so much fun. A little different from most podcasts. A dive through research from thirty plus years ago to more recent times. Brought back a lot of memories (mostly good:)). Thanks guys!

We're doing "greatest hits" research reviews on @excessreturnpod. @CliffordAsness is our first (with a bullet)!

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Adam Butler@GestaltU·3d

Great note. My read is that capital will steamroll citizens when push comes to shove. 🍿

Matt Zeigler@CultishCreative

7 out of 10 Americans don't want an AI data center nearby (which means more people now oppose data centers than nuclear plants). Festus, MO just fired half its city council over a project. The social veto has entered the chat... NEW Zeitgeist @Panoptica_ai + @EpsilonTheory:

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Matt Zeigler@CultishCreative·3d

@GestaltU thanks Adam!

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Matt Zeigler@CultishCreative·3d

@CliffordAsness so fun Cliff - thanks for doing this!

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Jack Forehand@practicalquant

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Andy Constan@dampedspring·3d

What a great interview with a "Rolling Stone". level guest. Thanks for the citation Cliff. Must listen.

This was so much fun. @CliffordAsness joins @CultishCreative and me on @excessreturnpod to walk through the greatest hits of his research. We covered: • Bubble Logic and what investors still get wrong about bubbles • Why volatility is a useful measure of risk • The myth of “cash on the sidelines” • How private markets hide volatility • Why missing the best (and worst) 10 days is a bad argument • The case for international diversification • When to pull the goalie in hockey • Machine learning, overfitting and the future of quant investing bit.ly/4wLUk00

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Matt Zeigler@CultishCreative·3d

@dampedspring thanks Andy!

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Jack Forehand@practicalquant

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Matt Zeigler@CultishCreative·3d

We're doing "greatest hits" research reviews on @excessreturnpod. @CliffordAsness is our first (with a bullet)!

This was so much fun. @CliffordAsness joins @CultishCreative and me on @excessreturnpod to walk through the greatest hits of his research. We covered: • Bubble Logic and what investors still get wrong about bubbles • Why volatility is a useful measure of risk • The myth of “cash on the sidelines” • How private markets hide volatility • Why missing the best (and worst) 10 days is a bad argument • The case for international diversification • When to pull the goalie in hockey • Machine learning, overfitting and the future of quant investing bit.ly/4wLUk00

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