Off the Fence

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 growth

Fun viewing
TRUSTLESS SOCIETIES
https://www.youtube.com/watch?v=404IeUzGNZ4&t=172s


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
- 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.

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 Collapse
https://youtu.be/YNNagW550yw

From Great Moderation to Great Stagflation
by Nouriel Roubini
https://www.project-syndicate.org/commentary/great-stagflation-has-replaced-great-moderation-by-nouriel-roubini-2022-08

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.

Episode Links

Why the Past 10 Years of American Life Have Been Uniquely Stupid  (Article)
The Atlantic
https://www.theatlantic.com/magazine/archive/2022/05/social-media-democracy-trust-babel/629369/

The Future of Europe  (Video)
https://youtu.be/AkIX5yHF1dU

Business Roundtable Redefines the Purpose of a Corporation to Promote
'An Economy That Serves All Americans' | Business Roundtable  (Article)
https://www.businessroundtable.org/business-roundtable-redefines-the-purpose-of-a-corporation-to-promote-an-economy-that-serves-all-americans

Destined for War: Can America and China Escape Thucydides's Trap?  (Article)
Harvard Kennedy School
https://www.hks.harvard.edu/publications/destined-war-can-america-and-china-escape-thucydidess-trap

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 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
- Which model is better equipped to handle economic disruption, recession and change
- Impact of future technological change on wages
- Should we fear China economically


Website
https://www.buzzsprout.com/2018770

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 even come up with some practical, compelling conclusions. To Get Off the Fence. We don’t expect to change the world but do hope to change some minds. We’ll keep it direct and clean, with fact-based analysis and opinions.

In this episode we discuss 
- Preserving capital
- Managing emotions
- Setting up for another day

Website
https://www.buzzsprout.com/2018770

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 chaff and maybe even come up with some practical, compelling conclusions. To Get Off the Fence. We don’t expect to change the world but do hope to change some minds. We’ll keep it direct and clean, with fact-based analysis and opinions.

In this first podcast, we are going to look at why, from our different points of view, we are optimistic about the western open-market economic model. Inflation, war, supply crises, bear markets and political dysfunction aside, we each have a case to make for free markets. We’ll take a look at some of the vulnerabilities and threats to that model as well. And within that model, we’ll take a look at who might be getting it more right than others.  

We discuss 
- Inflation
- US vs. Europe conditions
- Market Conditions