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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://ro.player.fm/legal.
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Ukraine, End Games and What future for free markets

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Manage episode 346177303 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://ro.player.fm/legal.

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.

  continue reading

16 episoade

Artwork
iconDistribuie
 
Manage episode 346177303 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://ro.player.fm/legal.

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.

  continue reading

16 episoade

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