Off the Fence
Luis Arenzana, Peter Greiff, Alexandre Fuchs
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Top 10 Off the Fence Episodes
Goodpods has curated a list of the 10 best Off the Fence episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to Off the Fence for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite Off the Fence episode by adding your comments to the episode page.
European Union Credibility and No AI for Europe
Off the Fence
06/05/23 • 45 min
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
06/05/23 • 32 min
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
Future of London as Financial Center, Twitter
Off the Fence
01/06/23 • 32 min
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.
12/06/22 • 66 min
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.
Elections, Manias and Crashes
Off the Fence
11/22/22 • 61 min
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.
Ukraine, End Games and What future for free markets
Off the Fence
11/04/22 • 44 min
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.
11/04/22 • 49 min
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.
10/13/22 • 59 min
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.
6. US Politics and Market
Off the Fence
10/03/22 • 46 min
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.
5. Global Markets and Security
Off the Fence
09/06/22 • 41 min
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.
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FAQ
How many episodes does Off the Fence have?
Off the Fence currently has 16 episodes available.
What topics does Off the Fence cover?
The podcast is about Bitcoin, Wall Street, Investing, Podcasts, Trading, Business and Macro.
What is the most popular episode on Off the Fence?
The episode title 'European Union Credibility and No AI for Europe' is the most popular.
What is the average episode length on Off the Fence?
The average episode length on Off the Fence is 47 minutes.
How often are episodes of Off the Fence released?
Episodes of Off the Fence are typically released every 17 days, 7 hours.
When was the first episode of Off the Fence?
The first episode of Off the Fence was released on Jul 13, 2022.
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