We discuss a number of toping relating to psychology of markets. 

• Silicon Valley Bank
• Stress Tests
• How big is this crisis and what tools remain to fight it
• Credit Suisse goes boom
• European regulators dim view of US Regulators

Richard 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.