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5. Global Markets and Security

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Manage episode 340349816 series 3371188
Content provided by Luis Arenzana, Peter Greiff, Alexandre Fuchs, Luis Arenzana, Peter Greiff, and Alexandre Fuchs. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Luis Arenzana, Peter Greiff, Alexandre Fuchs, Luis Arenzana, Peter Greiff, and Alexandre Fuchs or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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.

  continue reading

16 episodes

Artwork
iconShare
 
Manage episode 340349816 series 3371188
Content provided by Luis Arenzana, Peter Greiff, Alexandre Fuchs, Luis Arenzana, Peter Greiff, and Alexandre Fuchs. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Luis Arenzana, Peter Greiff, Alexandre Fuchs, Luis Arenzana, Peter Greiff, and Alexandre Fuchs or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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.

  continue reading

16 episodes

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