Off the Fence

We discuss a number of toping relating to markets and society. 

• German Energy Subsidies
• Factions in the European Union 
• European government credibility and vision
• Trump capacity to become president again
• And why it does not really matter to the success of the US
• No AI for Europe
• Is the Dollar really at risk of losing reserve status?

The Biden Administration Just Declared the Death of Neoliberalism
https://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 Player
• Future of retail banking
• Can payments ever be costless?
• The weight and cost of financial regulation
• AGI and open source AI tools lead the way
• The power of an independent AI developer scene
• What does AI mean for companies large and small

Andrej Karpathy: Tesla AI, Self-Driving, Optimus, Aliens, and AGI | Lex Fridman Podcast
https://www.youtube.com/watch?v=cdiD-9MMpb0

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.

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

Stephen Kotkin: Putin, Stalin, Hitler, Zelenskyy, and War in Ukraine
Lex Fridman Podcast #289
https://www.youtube.com/watch?v=2a7CDKqWcZ0&t=7650s

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.

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 Saga

Again, go try this
https://chat.openai.com

What even is Europe?
Kraut
https://www.youtube.com/watch?v=vtymaSR3T48


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.

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 Equity
and other Karl Popperisms...

Go try this
https://chat.openai.com

The Hidden Reason Ukraine Is Optimistic about Crimea
W. Spaniel Essay
https://www.youtube.com/watch?v=IIE1g8kqIpk


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.

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.

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 markets
and other Karl Popperisms...

Fun viewing
The Ideology of Putin's Russia
https://www.youtube.com/watch?v=sdFtqa54TuM&t=941s

and the response
The Ideology of Putin's Russia (reaction to @Kraut)
https://www.youtube.com/watch?v=u7u3Z3GyLiI&t=360s


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.

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 expectations

https://treasurydirect.gov/marketable-securities/tips/#:~:text=As%20the%20name%20implies%2C%20TIPS,you%20get%20the%20increased%20amount


Fun viewing
The Bursting Of The Sovereign Bond Bubble | Lyn Alden
https://www.youtube.com/watch?v=im071GMdmkw&t=1444s

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.

In this episode we discuss some more areas of impact for deleveraging markets.
- UK Pension and Gilt Chaos. 
- Surviving is about Risk Control

Fun viewing
THE U.S: The Next 100 Years
https://www.youtube.com/watch?v=98SjPPrYRno

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.