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内容由Luis Arenzana, Peter Greiff, Alexandre Fuchs, Luis Arenzana, Peter Greiff, and Alexandre Fuchs提供。所有播客内容(包括剧集、图形和播客描述)均由 Luis Arenzana, Peter Greiff, Alexandre Fuchs, Luis Arenzana, Peter Greiff, and Alexandre Fuchs 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.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
内容由Luis Arenzana, Peter Greiff, Alexandre Fuchs, Luis Arenzana, Peter Greiff, and Alexandre Fuchs提供。所有播客内容(包括剧集、图形和播客描述)均由 Luis Arenzana, Peter Greiff, Alexandre Fuchs, Luis Arenzana, Peter Greiff, and Alexandre Fuchs 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.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集单集

Artwork
icon分享
 
Manage episode 346177303 series 3371188
内容由Luis Arenzana, Peter Greiff, Alexandre Fuchs, Luis Arenzana, Peter Greiff, and Alexandre Fuchs提供。所有播客内容(包括剧集、图形和播客描述)均由 Luis Arenzana, Peter Greiff, Alexandre Fuchs, Luis Arenzana, Peter Greiff, and Alexandre Fuchs 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.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集单集

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