Off the Fence

Three Trans-Atlantic Observers discuss every two weeks Markets, Society and other entertaining absurdities. The American educator Alfred Whitney Griswold said, “The only sure weapon against bad ideas is good ideas.” With that in mind, we’ve launched this Podcast OFF THE FENCE. Every two weeks, we’ll get together and take a look at a subject we think we may know something about, try to separate the wheat from the chaff and maybe even come up with some practical, compelling conclusions. 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 and no swearing. We hope you enjoy it.

All Episodes

Off the Fence

5. Global Markets and Security

September 06, 2022 • Luis Arenzana, Peter Greiff, Alexandre Fuchs

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.

People on this episode