In this episode we discuss
- Recent Fed signaling
- This winter in Europe
- How fragile is the global security blanket

China's Economy In A Downfall - Peter Zeihan Chinese Collapse
https://youtu.be/YNNagW550yw

Liv Boeree: Poker, Game Theory, AI, Simulation, Aliens & Existential Risk
Lex Fridman Podcast #314
https://www.youtube.com/watch?v=eF-E40pxxbI&t=4982s

Ousted 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-republicans

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.