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 president againAnd why it does not really matter to the success of the USNo AI for EuropeIs the Dollar really at risk of losing reserve status?The Biden Administration Just Declared the Death of Neoliberalismhttps://nymag.com/intelligencer/2023/05/biden-just-declared-the-death-of-neoliberalism.html
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45:33
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45:33
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 financial regulationAGI and open source AI tools lead the wayThe power of an independent AI developer sceneWhat does AI mean for companies large and smallAndrej Karpathy: Tesla AI, Self-Driving, Optimus, Aliens, and AGI | Lex Fridman Podcasthttps://www.youtube.com/watch?v=cdiD-9MMpb0
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32:26
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32:26
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 regulators dim view of US RegulatorsRichard Feynman on the Scientific Method (sometimes a refresher is helpful) https://www.youtube.com/watch?v=EYPapE-3FRw 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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51:41
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51:41
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 #289https://www.youtube.com/watch?v=2a7CDKqWcZ0&t=7650sWelcome 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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50:06
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50:06
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 did to F1- Wokesness gone too far and the future of Endowments- The Twitter SagaAgain, go try thishttps://chat.openai.comWhat even is Europe?Krauthttps://www.youtube.com/watch?v=vtymaSR3T48Welcome 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.
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.
South Africa