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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.
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Frauds, Damn Frauds and Statistics. SBF, Marks to Market, Private Equity

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Manage episode 349025086 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 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.

  continue reading

16 episodes

Artwork
iconShare
 
Manage episode 349025086 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 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.

  continue reading

16 episodes

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