Fiction is one of the oldest ways that people use to transmit real ideas to others. It's often a powerful way to transmit empathy or morals, in particular. This goes back as far as the Epic of Gilgamesh which thematically explored the concept of death and legacy, and before then, to oral stories.
In good stories, the hero often wins not just because they are stronger/better/faster, but because thematically they should win. Some virtue in them or some flaw in the villain, or both, helps determine the outcome. And if the hero doesn't win, then perhaps the story is about internal corruption, or a statement of negativity about the world, which in itself is a theme.
In this sense, the hero and villain conflict not just physically, but thematically. Their conflict represents competing themes, in addition to also just being entertaining for its own sake which is why we want to consume it in the first place.
A somewhat negative example is that more than half of the Mission Impossible movies have pretty forgettable villains. As a result, they're solid popcorn flicks due to the spectacles, but people will rarely list a Mission Impossible movie in their top three action movies. Answering "why did Ethan Hunt (Tom Cruise) win?" at the end of each movie often comes down to "because he's the best" or, when being generous "because he had such determination and courage to see it through... again".
The villain played by Hoffman in Mission Impossible 3 was one of the better ones, but that was more about his performance, and I guess he thematically represented dark nihilism. And Henry Cavil as a villain was mainly for the cool factor, again more based on the actor than the character.
Something like Dark Knight tends to stick with people more because the conflict between Batman and the Joker is presented thematically. Batman doesn't just win because he's stronger; he wins because Joker's nihilistic theory about humanity is presented as being wrong; the idea that everyone is secretly like him when pushed gets disproven. His theme gets defeated.
Another random positive example is Samurai Champloo, which is hard to believe two decades old now. In that show, Jin was a ronin (lord-less samurai) who believed there were no longer any lords worth serving. The final villain, Kariya, was the best swordsman in Japan and was the shogun's enforcer, sent to kill a girl Jin was begrudgingly protecting. They fought, and Jin asked Kariya why a man as skilled as him would serve a lame shogun. Kariya said that like Jin, he didn't view anyone as worth serving, said the days of the samurai are coming to an end, and that he serves himself while appearing to serve the shogun. He just likes a good fight, and this job gives him the best. He defeats Jin and moves toward the girl. But Jin gets back up, injured, to try one more time. Kariya asks why throw his life away like that. They fight, and Jin uses a sacrificial technique wherein he purposely makes an opening on himself, Kariya stabs him, not realizing that it was intentional, and Jin uses that to create a simultaneous opening on Kariya to get an even more devastating surprise strike against him. Jin collapses but ultimately lives, and Kariya dies. The thematic reason Jin wins is because, in befriending and saving that girl, he found a duty that he viewed as above his own selfish interest, and was willing to combine his skill with that sort of sacrificial move, which was his only way to defeat a superior opponent. The superior opponent, having nothing worth fighting for, could neither use such a technique nor would he expect that sort of technique to be used against him by someone with Jin's history.
The best action stories, in my view, are ones that leave me thinking afterward. A memorable character arc, either heroic or tragic or both. They compare and test themes against each other, in addition to just throwing fictional characters and their fictional abilities at each other.
What are some of your favorite pieces of fiction that explore or test themes?
Lyn Alden
lyn@primal.net
npub1a2cw...w83a
Founder of Lyn Alden Investment Strategy. Partner at Ego Death Capital. Finance/Engineering blended background.
After months of substantial refinement to bring my fiction prose quality up toward my nonfiction standards, I’ve decided that I will indeed publish my sci fi novel.
I had to make sure it was solid enough to shift it from hobby project to something I can share publicly. It’s all for fun but rather than just be an internal thing, I’ll definitely share it.
Still have months of touches to do, including a final full edit, but it’s a go.


What are your favorite examples of antagonists that change and grow throughout a story but generally remain antagonists?
Eg they are not “protagonist villains” like Walter White, and they are not “redeemed villains” because at least in some ways, they fail to redeem or their growth arc, while present, is stunted.
Usually an antagonist is static, while a protagonist grows to defeat them. But in some fiction, the antagonist grows and changes and yet still is an antagonist.
Jamie Lannister is an interesting example. He starts off by callously pushing a child out a window. And he goes to war against the protagonists of House Stark.
But then he gets humbled, has his perspective changed, fixes some of his weaknesses and leans more on his strengths, becomes likeable by the audience, finds himself pairing up with the protagonists more, etc. So he goes through a growth arc.
But then at the end, he still chooses his original side. More mature, but still ultimately bound by his same weaknesses. An interesting arc to watch, and one that probably would have been more interesting if the last season wasn’t rushed and bad.
Any other good examples? Maybe ones that remain more villainous than Jaime?
I listened to some AI generated music lately. There’s plenty of it on YouTube.
-Vocals sounded fine. Similar to any auto-tuned singer. A rehash of a rehash.
-Lyrics had some individually poetic lines, but didn’t make much sense when strung together. At best their meaning was vapid, and at worst literally incoherent.
This analysis of why most movies suck now cracked me up:
“The era of Woke was defined by passionate identity politics but dispassionate creativity and regard for source material.
In the wake of Woke, we are now in the era of Slop, which is just dispassionate entirely.
Slop content is colorful, shiny, and new, but feels like a copy of a copy of a copy. Slop is low effort content that makes and leaves no impression, has no meaning or cultural impact, is basically watchable but has no rewatchability, and no one involves cares.
It is high energy but without intensity. It has a huge budget and vast resources, and squanders them. Slop is about producing content for the sake of having something for sale. It supposes that mainstream viewers are comfortable with tired tropes and cliches and that much of the audience is young and dumb enough to not register them as tropes and cliches.
Slop happens because studios don’t understand why a certain IP works or why it got popular, and don’t properly understand the audience or when to call it quits or who to put in charge.
Slop is a result of second-screen (phone) engagement becoming a typical part of media consumption. Instead of fighting it, companies are now designing content around the assumption that audiences won’t be fully paying attention.”
The March trade balance numbers were reported today. As expected, there was massive front-running before tariffs kicked in.
The April numbers, which will be reported next month, should show a large contraction, with front-running finished.


Doing podcasts while sick is so annoying.
I literally click mute every time I sniffle, and speak with an even more nasally voice than usual since I have to low-key blow my nose but don’t want to interrupt several times to do this.
Anyway, thanks for tuning into today’s episode of “Over-sharing with Lyn”.
I just spent *way* more time looking up dyson spheres than I care to admit.
A bought a filter that improves the water quality for my house, including water softness, and it’s a total game changer.
Didn’t realize how shitty my water was.
-Reduced the chlorine and iron, which were measurably bad.
-The softer water makes hair and skin feel so much better after a shower. Not dry.
My May 2025 newsletter is out now.
It focuses on global trade, along with an assessment of this attempt to rebalance it, along with various investment implications of it.


Lyn Alden
May 2025 Newsletter: A Trade Breakdown
May 4, 2025 This newsletter issue breaks down the recent trade breakdown (sorry for the pun) and explores some of the nuances of why realigning the...

I caught a cold in May.
How the hell do you catch a cold in May?

GM
My too-big-to-fail bank has been locked out of doing wires today due to some vendor technical issue.
Meanwhile, magical internet money continues to flow.
Broken Money has now sold over 100,000 copies.
The readership demographic is really broad as far as I can tell. Many sales are individuals, in many countries.
But for example there is a big tradfi institutional money manager that has given out dozens of copies to his money manager friends, and there is a big CEO that gives out dozens of copies to his CEO friends and members of Congress and stuff.
Throughout this year more translations will come out. I think my foreign rights agent has like 7 languages out so far, and another 13+ are in the pipeline.