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. 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.