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 viewing
Chamath Palihapitiya: Money, Success, Startups, Energy, Poker & Happiness
https://www.youtube.com/watch?v=kFQUDCgMjRc&t=2884s

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.