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 succ

Apple as a Bank and what AI means for markets and corporates

Jun 5th, 2023 32m 26s

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

Anything happening with Banks?

Mar 20th, 2023 51m 41s

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 S

New Year's Predications, Ukraine, Why ESG?

Jan 6th, 2023 50m 6s

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 po

Future of London as Financial Center, Twitter

Jan 6th, 2023 32m 4s

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- Wokesn

Frauds, Damn Frauds and Statistics. SBF, Marks to Market, Private Equity

Dec 6th, 2022 1h 6m

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

Elections, Manias and Crashes

Nov 22nd, 2022 1h 1m

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 Politic

Ukraine, End Games and What future for free markets

Nov 4th, 2022 44m 3s

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

Treasury Markets, the Fed and Inflation Protected Securities (TIPS)

Nov 4th, 2022 49m 7s

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

7. UK, Pensions, What to do in the middle of a Volatile downturn

Oct 13th, 2022 59m 55s

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 t

6. US Politics and Market

Oct 3rd, 2022 46m 3s

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=

5. Global Markets and Security

Sep 6th, 2022 41m 58s

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, Sim

4. Experiences in Bear Market Rallies

Aug 15th, 2022 37m 27s

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

3. Contrasting U.S. and European Economic models

Jul 28th, 2022 27m 14s

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/AkI

2. Lessons learned in Bear Markets

Jul 19th, 2022 38m 29s

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

Episode 1: Introducing Off the Fence and the Gang

Jul 13th, 2022 1h 10m

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 cha

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