Best Luis Arenzana, Peter Greiff, Alexandre Fuchs Podcasts (2024)

1
European Union Credibility and No AI for Europe 45:33

1y ago45:33

45:33

We discuss a number of toping relating to markets and society. German Energy Subsidies Factions in the European Union European government credibility and vision Trump capacity to become president again And why it does not really matter to the success of the US No AI for Europe Is the Dollar really at risk of losing reserve status? The Biden Adminis…

1
Apple as a Bank and what AI means for markets and corporates 32:26

1y ago32:26

32:26

We discuss a number of toping relating to markets and society. Apple’s Savings Account and is it a new Financial Player Future of retail banking Can payments ever be costless? The weight and cost of financial regulation AGI and open source AI tools lead the way The power of an independent AI developer scene What does AI mean for companies large and…

1
Anything happening with Banks? 51:41

1+ y ago51:41

51:41

We discuss a number of toping relating to psychology of markets. Silicon Valley Bank Stress Tests How big is this crisis and what tools remain to fight it Credit Suisse goes boom European regulators dim view of US Regulators Richard Feynman on the Scientific Method (sometimes a refresher is helpful) https://www.youtube.com/watch?v=EYPapE-3FRw Welco…

1
Future of London as Financial Center, Twitter 32:04

1+ y ago32:04

32:04

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 Saga Again, go try this https://chat.openai…

1
New Year's Predications, Ukraine, Why ESG? 50:06

1+ y ago50:06

50:06

We discuss a number of toping relating to psychology of markets. Stephen Kotkin: Putin, Stalin, Hitler, Zelenskyy, and War in Ukraine Lex Fridman Podcast #289 https://www.youtube.com/watch?v=2a7CDKqWcZ0&t=7650s 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…

1
Frauds, Damn Frauds and Statistics. SBF, Marks to Market, Private Equity 1:06:35

1+ y ago1:06:35

1:06:35

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 P…

1
Elections, Manias and Crashes 1:01:33

1+ y ago1:01:33

1:01:33

In this episode we discuss some more areas of impact for deleveraging markets. - US Elections - What if large technology companies can run down 80% on headcount - Are we getting a taste of future AI impact? - CBDC forces Central Banks into Politics Fun viewing Chamath Palihapitiya: Money, Success, Startups, Energy, Poker & Happiness https://www.you…

1
Ukraine, End Games and What future for free markets 44:03

1+ y ago44:03

44:03

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 Russ…

1
Treasury Markets, the Fed and Inflation Protected Securities (TIPS) 49:07

1+ y ago49:07

49:07

In this episode we discuss some more areas of impact for deleveraging markets. - Liquidity in the Treasury Markets. - USD TIPS (treasury inflation Protected Securities) and inflation expectations https://treasurydirect.gov/marketable-securities/tips/#:~:text=As%20the%20name%20implies%2C%20TIPS,you%20get%20the%20increased%20amount Fun viewing The Bu…

1
7. UK, Pensions, What to do in the middle of a Volatile downturn 59:55

2y ago59:55

59:55

In this episode we discuss some more areas of impact for deleveraging markets. - UK Pension and Gilt Chaos. - Surviving is about Risk Control Fun viewing THE U.S: The Next 100 Years https://www.youtube.com/watch?v=98SjPPrYRno Welcome back to Off the Fence, a podcast where we look at current and general topics from an institutional and hedge fund in…

1
6. US Politics and Market 46:03

2y ago46:03

46:03

In this episode we discuss - US Politics and the outlook for the midterm - Market down and VIX way up, Market rallies and VIX goes up further - US as the engine of growth Fun viewing TRUSTLESS SOCIETIES https://www.youtube.com/watch?v=404IeUzGNZ4&t=172s Welcome back to Off the Fence, a podcast where we look at current and general topics from an ins…

1
5. Global Markets and Security 41:58

2y ago41:58

41:58

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-E40pxx…

1
4. Experiences in Bear Market Rallies 37:27

2y ago37:27

37:27

In this episode we discuss - Economic impact of Inflation - Is China Slowing down? - Trading Bear Markets rallies - What are scenarios for Interest Rates? China's Economy In A Downfall - Peter Zeihan Chinese Collapse https://youtu.be/YNNagW550yw From Great Moderation to Great Stagflation by Nouriel Roubini https://www.project-syndicate.org/commenta…

1
3. Contrasting U.S. and European Economic models 27:14

2y ago27:14

27:14

Episode Links Why the Past 10 Years of American Life Have Been Uniquely Stupid (Article) The Atlantic https://www.theatlantic.com/magazine/archive/2022/05/social-media-democracy-trust-babel/629369/ The Future of Europe (Video) https://youtu.be/AkIX5yHF1dU Business Roundtable Redefines the Purpose of a Corporation to Promote 'An Economy That Serves …

1
2. Lessons learned in Bear Markets 38:29

2y ago38:29

38:29

Welcome back to Off the Fence, a podcast we hope will shed some light on subjects we think we may know something about. 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 don’t expect to change …

1
Episode 1: Introducing Off the Fence and the Gang 1:10:11

2y ago1:10:11

1:10:11

Welcome to the first edition Off the Fence, a podcast we hope will shed some light on subjects we think we may know something about. 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 don’t expe…

Podcasts Worth a Listen

Luis Arenzana, Peter Greiff, Alexandre Fuchs Podcasts

Podcasts Worth a Listen

1
Off the Fence

Luis Arenzana, Peter Greiff, Alexandre Fuchs

1
European Union Credibility and No AI for Europe 45:33

1
Apple as a Bank and what AI means for markets and corporates 32:26

1
Anything happening with Banks? 51:41

1
Future of London as Financial Center, Twitter 32:04

1
New Year's Predications, Ukraine, Why ESG? 50:06

1
Frauds, Damn Frauds and Statistics. SBF, Marks to Market, Private Equity 1:06:35

1
Elections, Manias and Crashes 1:01:33

1
Ukraine, End Games and What future for free markets 44:03

1
Treasury Markets, the Fed and Inflation Protected Securities (TIPS) 49:07

1
7. UK, Pensions, What to do in the middle of a Volatile downturn 59:55

1
6. US Politics and Market 46:03

1
5. Global Markets and Security 41:58

1
4. Experiences in Bear Market Rallies 37:27

1
3. Contrasting U.S. and European Economic models 27:14

1
2. Lessons learned in Bear Markets 38:29

1
Episode 1: Introducing Off the Fence and the Gang 1:10:11

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