Off the Fence

We 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.html

We 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-9MMpb0

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.   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'll keep it direct and clean, with fact-based analysis and opinions.

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 the chaff and maybe even come up with some practical, compelling conclusions. To Get Off the Fence.  We'll keep it direct and clean, with fact-based analysis and opinions.

In 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 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 the chaff and maybe even come up with some practical, compelling conclusions. To Get Off the Fence.  We'll keep it direct and clean, with fact-based analysis and opinions.

In 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=IIE1g8kqIpkWelcome 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 the chaff and maybe even come up with some practical, compelling conclusions. To Get Off the Fence.  We'll keep it direct and clean, with fact-based analysis and opinions.

In 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, 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 the chaff and maybe even come up with some practical, compelling conclusions. To Get Off the Fence.  We'll keep it direct and clean, with fact-based analysis and opinions.

In 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 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 the chaff and maybe even come up with some practical, compelling conclusions. To Get Off the Fence.  We'll keep it direct and clean, with fact-based analysis and opinions.

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 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 the chaff and maybe even come up with some practical, compelling conclusions. To Get Off the Fence.  We'll keep it direct and clean, with fact-based analysis and opinions.

In 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 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'll keep it direct and clean, with fact-based analysis and opinions.

In 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, 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'll keep it direct and clean, with fact-based analysis and opinions.

In 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 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 the chaff and maybe even come up with some practical, compelling conclusions. To Get Off the Fence.  We'll keep it direct and clean, with fact-based analysis and opinions.

In 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 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 the chaff and maybe even come up with some practical, compelling conclusions. To Get Off the Fence.  We'll keep it direct and clean, with fact-based analysis and opinions.

Episode 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 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'll keep it direct and clean, with fact-based analysis and opinions.In this episode we discuss - Which model is better equipped to handle economic disruption, recession and change- Impact of future technological change on wages- Should we fear China economicallyWebsitehttps://www.buzzsprout.com/2018770

Welcome 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- Managing emotions- Setting up for another dayWebsitehttps://www.buzzsprout.com/2018770

Welcome 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 look at why, from our different points of view, we are optimistic about the western open-market economic model. Inflation, war, supply crises, bear markets and political dysfunction aside, we each have a case to make for free markets. We'll take a look at some of the vulnerabilities and threats to that model as well. And within that model, we'll take a look at who might be getting it more right than others.  We discuss - Inflation- US vs. Europe conditions- Market Conditions