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New Year's Predications, Ukraine, Why ESG?

New Year's Predications, Ukraine, Why ESG?

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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 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.

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