Off the Fence
Episodes
16 episodes
European Union Credibility and No AI for Europe
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 pre...
Apple as a Bank and what AI means for markets and corporates
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 fina...
Anything happening with Banks?
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 regulat...
New Year's Predications, Ukraine, Why ESG?
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
Future of London as Financial Center, Twitter
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 d...
Frauds, Damn Frauds and Statistics. SBF, Marks to Market, Private Equity
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. ...
Elections, Manias and Crashes
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 Ba...
Ukraine, End Games and What future for free markets
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 viewi...
Treasury Markets, the Fed and Inflation Protected Securities (TIPS)
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
7. UK, Pensions, What to do in the middle of a Volatile downturn
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 Years
6. US Politics and Market
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 SOCIETIES
5. Global Markets and Security
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 Collapsehttp...
4. Experiences in Bear Market Rallies
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...
3. Contrasting U.S. and European Economic models
Episode LinksWhy the Past 10 Years of American Life Have Been Uniquely Stupid (Article)The Atlantich...
2. Lessons learned in Bear Markets
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
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...