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.
Off the Fence
6. US Politics and Market
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Luis Arenzana, Peter Greiff, Alexandre Fuchs
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Season 1
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Episode 6
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.
