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 Administration Just Declared the Death of Neoliberalism
https://nymag.com/intelligencer/2023/05/biden-just-declared-the-death-of-neoliberalism.html

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 small

Andrej Karpathy: Tesla AI, Self-Driving, Optimus, Aliens, and AGI | Lex Fridman Podcast
https://www.youtube.com/watch?v=cdiD-9MMpb0

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

 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.