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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://player.fm/legal.
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6. US Politics and Market

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Manage episode 342933776 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://player.fm/legal.

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 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 342933776 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://player.fm/legal.

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 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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