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Podcast
Epsilon Theory Podcast
By Salient
165
6
Epsilon Theory is an exploration of the most powerful force in our social world - narrative. See more at www.epsilontheory.com.
Epsilon Theory is an exploration of the most powerful force in our social world - narrative. See more at www.epsilontheory.com.
The Intentional Investor #47: Ted Merz
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Epsilon Theory Podcast
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 conversation weaves together lessons on curiosity, communication, and why showing up in person still matters in a digital world.
01:54:25
The Intentional Investor #46: Ritavan
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Epsilon Theory Podcast
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 path, the conversation traces how early experiences with adversity, mentorship, and intellectual independence compound over time into a durable framework for growth.
01:23:09
The Intentional Investor #45: Tony Greer
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Epsilon Theory Podcast
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 global banks, Tony shares the formative moments that defined his relationship with money, risk, competition, and resilience. The discussion moves fluidly between personal history and professional lessons, revealing how early adversity, intense trading environments, and deep relationships influence decision-making both in markets and in life.
01:47:46
The Intentional Investor #44: Best of 2025 w/ Ben Hunt
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Epsilon Theory Podcast
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.
01:24:17
The Intentional Investor #43: GregLarkin
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Epsilon Theory Podcast
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.
01:26:31
The Intentional Investor #42: Dave Nadig
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Epsilon Theory Podcast
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.
01:30:55
The Intentional Investor #41: Pablo Holman
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Epsilon Theory Podcast
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.
01:33:47
The Intentional Investor #40: Adam Butler
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Epsilon Theory Podcast
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.
01:40:59
The Intentional Investor #39: Tyrone Ross
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Epsilon Theory Podcast
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.
01:36:56
The Intentional Investor #38: Danielle Strachman
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Epsilon Theory Podcast
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.
01:35:11
The Intentional Investor #37: Eric Pachman
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Epsilon Theory Podcast
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.
02:03:44
The Intentional Investor #36: Jenny Rozelle
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Epsilon Theory Podcast
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.
01:27:15
The Intentional Investor #35: Devin Anderson
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Epsilon Theory Podcast
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.
01:29:58
The Intentional Investor #34: Rupert Mitchell
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Epsilon Theory Podcast
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.
01:36:32
The Intentional Investor #33: John Stoj
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Epsilon Theory Podcast
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.
01:48:55
The Intentional Investor #32: Bryan Moore
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Epsilon Theory Podcast
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.
01:17:47
The Intentional Investor #31: Andrew Mack
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Epsilon Theory Podcast
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.
01:50:20
The Intentional Investor #30: Andrew Cohen
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Epsilon Theory Podcast
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.
01:27:20
The Intentional Investor #29: Kris Abdelmessih
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Epsilon Theory Podcast
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.
02:09:11
The Intentional Investor #28: Brent Kochuba
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Epsilon Theory Podcast
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.
01:19:55
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