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
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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.
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