Shows
Off the FenceEuropean Union Credibility and No AI for EuropeWe discuss a number of toping relating to markets and society. German Energy SubsidiesFactions in the European Union European government credibility and visionTrump capacity to become president againAnd why it does not really matter to the success of the USNo AI for EuropeIs the Dollar really at risk of losing reserve status?The Biden Administration Just Declared the Death of Neoliberalismhttps://nymag.com/intelligencer/2023/05/biden-just-declared-the-death-of-neoliberalism.html2023-06-0545 minOff the FenceApple as a Bank and what AI means for markets and corporatesWe discuss a number of toping relating to markets and society. Apple’s Savings Account and is it a new Financial PlayerFuture of retail bankingCan payments ever be costless?The weight and cost of financial regulationAGI and open source AI tools lead the wayThe power of an independent AI developer sceneWhat does AI mean for companies large and smallAndrej Karpathy: Tesla AI, Self-Driving, Optimus, Aliens, and AGI | Lex Fridman Podcasthttps://www.youtube.com/watch?v=cdiD-9MMpb02023-06-0532 minOff the FenceAnything happening with Banks?We discuss a number of toping relating to psychology of markets. Silicon Valley BankStress TestsHow big is this crisis and what tools remain to fight itCredit Suisse goes boomEuropean regulators dim view of US RegulatorsRichard Feynman on the Scientific Method (sometimes a refresher is helpful) https://www.youtube.com/watch?v=EYPapE-3FRw Welcome back to Off the Fence, a podcast where we look at current and general topics from an institutional and hedge fund investor point of view, with the benefits of a few decades of managing investments.2023-03-2051 minOff the FenceNew Year's Predications, Ukraine, Why ESG?We discuss a number of toping relating to psychology of markets. Stephen Kotkin: Putin, Stalin, Hitler, Zelenskyy, and War in Ukraine Lex Fridman Podcast #289https://www.youtube.com/watch?v=2a7CDKqWcZ0&t=7650sWelcome back to Off the Fence, a podcast where we look at current and general topics from an institutional and hedge fund investor point of view, with the benefits of a few decades of managing investments. Every two weeks, we’ll get together and take a look at a specific topic, try to separate the wheat from...2023-01-0650 minOff the FenceFuture of London as Financial Center, TwitterIn this episode we discuss some more areas of impact for volatile markets. - London as a financial center- The old magic of the American London headquarter- Wold Cup woes - Can an US World Cup do to Football what Liberty Media did to F1- Wokesness gone too far and the future of Endowments- The Twitter SagaAgain, go try thishttps://chat.openai.comWhat even is Europe?Krauthttps://www.youtube.com/watch?v=vtymaSR3T48Welcome...2023-01-0632 minOff the FenceFrauds, Damn Frauds and Statistics. SBF, Marks to Market, Private EquityIn this episode we discuss some more areas of impact for volatile markets. - Fraud makes a return to the Stage.- Interesting new governmental approaches to prosecuting said fraud - Contrasting SBF and Madoff- Optimism vs. Rationality with our resident optimist- Gating and Infrequent marks as a feature not a bug of Private Equityand other Karl Popperisms...Go try thishttps://chat.openai.comThe Hidden Reason Ukraine Is Optimistic about CrimeaW. Spaniel Essayhttps://www.youtube.com/watch?v=IIE1g...2022-12-071h 06Off the FenceElections, Manias and CrashesIn this episode we discuss some more areas of impact for deleveraging markets. - US Elections- What if large technology companies can run down 80% on headcount- Are we getting a taste of future AI impact?- CBDC forces Central Banks into Politics Fun viewingChamath Palihapitiya: Money, Success, Startups, Energy, Poker & Happinesshttps://www.youtube.com/watch?v=kFQUDCgMjRc&t=2884sWelcome back to Off the Fence, a podcast where we look at current and general topics from an institutional and hedge fund investor point of view...2022-11-221h 01Off the FenceUkraine, End Games and What future for free marketsIn this episode we discuss some more areas of impact for deleveraging markets. - Backward bending supply curve for Civil involvement. - Are we progressing/regressing in Free marketsand other Karl Popperisms...Fun viewingThe Ideology of Putin's Russiahttps://www.youtube.com/watch?v=sdFtqa54TuM&t=941sand the responseThe Ideology of Putin's Russia (reaction to @Kraut)https://www.youtube.com/watch?v=u7u3Z3GyLiI&t=360sWelcome back to Off the Fence, a podcast where we look at c...2022-11-0444 minOff the FenceTreasury Markets, the Fed and Inflation Protected Securities (TIPS)In this episode we discuss some more areas of impact for deleveraging markets. - Liquidity in the Treasury Markets. - USD TIPS (treasury inflation Protected Securities) and inflation expectationshttps://treasurydirect.gov/marketable-securities/tips/#:~:text=As%20the%20name%20implies%2C%20TIPS,you%20get%20the%20increased%20amountFun viewingThe Bursting Of The Sovereign Bond Bubble | Lyn Aldenhttps://www.youtube.com/watch?v=im071GMdmkw&t=1444sWelcome back to Off the Fence, a podcast where we look at current and general topics from an institutional and hedge f...2022-11-0449 minOff the Fence7. UK, Pensions, What to do in the middle of a Volatile downturnIn this episode we discuss some more areas of impact for deleveraging markets. - UK Pension and Gilt Chaos. - Surviving is about Risk ControlFun viewingTHE U.S: The Next 100 Yearshttps://www.youtube.com/watch?v=98SjPPrYRnoWelcome back to Off the Fence, a podcast where we look at current and general topics from an institutional and hedge fund investor point of view, with the benefits of a few decades of managing investments. Every two weeks, we’ll get together and take a look at a spec...2022-10-1359 minOff the Fence6. US Politics and MarketIn this episode we discuss - US Politics and the outlook for the midterm- Market down and VIX way up, Market rallies and VIX goes up further- US as the engine of growthFun viewingTRUSTLESS SOCIETIEShttps://www.youtube.com/watch?v=404IeUzGNZ4&t=172sWelcome back to Off the Fence, a podcast where we look at current and general topics from an institutional and hedge fund investor point of view, with the benefits of a few decades of managing investments. Every two weeks, w...2022-10-0346 minOff the Fence5. Global Markets and SecurityIn this episode we discuss - Recent Fed signaling- This winter in Europe- How fragile is the global security blanketChina's Economy In A Downfall - Peter Zeihan Chinese Collapsehttps://youtu.be/YNNagW550ywLiv Boeree: Poker, Game Theory, AI, Simulation, Aliens & Existential RiskLex Fridman Podcast #314https://www.youtube.com/watch?v=eF-E40pxxbI&t=4982sOusted Republican reflects on Trump, democracy and America: ‘The place has lost its mind’https://www.theguardian.com/us-news/2022/aug/20/rusty-bowers-interview-trump-arizona-republicansWelcome back to Off...2022-09-0641 minOff the Fence4. Experiences in Bear Market RalliesIn this episode we discuss - Economic impact of Inflation- Is China Slowing down?- Trading Bear Markets rallies- What are scenarios for Interest Rates?China's Economy In A Downfall - Peter Zeihan Chinese Collapsehttps://youtu.be/YNNagW550ywFrom Great Moderation to Great Stagflationby Nouriel Roubinihttps://www.project-syndicate.org/commentary/great-stagflation-has-replaced-great-moderation-by-nouriel-roubini-2022-08Welcome back to Off the Fence, a podcast where we look at current and general topics from an institutional and hedge fund investor point of view, with...2022-08-1537 minOff the Fence3. Contrasting U.S. and European Economic modelsEpisode LinksWhy the Past 10 Years of American Life Have Been Uniquely Stupid (Article)The Atlantichttps://www.theatlantic.com/magazine/archive/2022/05/social-media-democracy-trust-babel/629369/The Future of Europe (Video)https://youtu.be/AkIX5yHF1dUBusiness Roundtable Redefines the Purpose of a Corporation to Promote'An Economy That Serves All Americans' | Business Roundtable (Article)https://www.businessroundtable.org/business-roundtable-redefines-the-purpose-of-a-corporation-to-promote-an-economy-that-serves-all-americansDestined for War: Can America and China Escape Thucydides's Trap? (Article)Harvard Kennedy Schoolhttps://www.hks.harvard.edu/publications/destined-war-can-america-and-china-escape-thucydidess-trapWelcome back...2022-07-2827 minOff the Fence2. Lessons learned in Bear MarketsWelcome back to Off the Fence, a podcast we hope will shed some light on subjects we think we may know something about. Every two weeks, we’ll get together and take a look at a specific topic, try to separate the wheat from the chaff and maybe even come up with some practical, compelling conclusions. To Get Off the Fence. We don’t expect to change the world but do hope to change some minds. We’ll keep it direct and clean, with fact-based analysis and opinions.In this episode we discuss - Preserving capital- M...2022-07-1938 minOff the FenceEpisode 1: Introducing Off the Fence and the GangWelcome to the first edition Off the Fence, a podcast we hope will shed some light on subjects we think we may know something about. Every two weeks, we’ll get together and take a look at a specific topic, try to separate the wheat from the chaff and maybe even come up with some practical, compelling conclusions. To Get Off the Fence. We don’t expect to change the world but do hope to change some minds. We’ll keep it direct and clean, with fact-based analysis and opinions.In this first podcast, we are going to loo...2022-07-131h 10