Best Alexandre Fuchs Podcasts (2025)

1
The Last Boss: Institutional Money, Bitcoin, and Global Equilibrium Shifts 31:41

19h ago31:41

31:41

This podcast episode discusses the increasing institutional investment in Bitcoin, noting that these large entities have different and much longer timelines for evaluating assets compared to retail investors. It highlights structures and mechanisms being developed to make Bitcoin more palatable for institutions, such as investments in companies hol…

1
Navigating Global Uncertainty and AI: Decoding Volatility and Revolutionizing Workflows 50:56

8d ago50:56

50:56

This features a podcast discussion covering market volatility and the impact of tariffs on international trade relationships. The conversation shifts to the increasing role of AI tools in professional tasks, particularly those involving document research and creation. A specific application of Visual Studio Code, modified for AI agent interaction, …

1
Tariffs, Trade Wars, and The Future of Bitcoin: Deep Dive 36:20

15d ago36:20

36:20

This podcast excerpt from April 16, 2025, features a conversation between Alex and another person, likely discussing current market concerns, particularly the impact of tariffs imposed by the Trump administration. The discussion covers differing expert opinions on these tariffs, ranging from viewing them as a flawed execution to a deliberate strate…

1
Riding the Crypto Waves & Market Moves: Chainlink Insights, Tariff Talk, and the Ripple Rally! 36:20

1M ago36:20

36:20

This podcast excerpt features a conversation discussing market volatility and the potential of blockchain technology. The speakers highlight Chainlink's role in connecting real-world data to blockchains, enabling broader asset tokenization. They then transition to the current macroeconomic environment, focusing on uncertainty caused by potential ta…

1
Are We Heading Towards a Recession? Crypto, Tariffs, and Economic Outlook 41:48

2M ago41:48

41:48

Get a grip on the turbulent markets of March 2025! In this insightful episode, They explore the impact of the new administration's policies, particularly tariffs, on market skepticism. The discussion also covers contrasting forces like liquidity injection and the rise of AI technology. A key point of analysis is the unexpected downturn in the crypt…

1
Navigating the Market Mania: Volatility, Value, and the Future of Bitcoin 45:55

2M ago45:55

45:55

Tune in to this insightful discussion on the wild market swings and how to leverage them for your investment strategy . Topics: 1. The hosts delve into the crucial distinction between market sentiment and the underlying fundamentals of individual stocks emphasizing how volatility can be a valuable tool to test your investment convictions 2. Discove…

1
Grok AI, Bitcoin, and Options Strategies: A Podcast Discussion 33:30

2M ago33:30

33:30

This podcast excerpt features a discussion on leveraging AI, specifically Grok, for financial analysis, emphasizing the importance of prompt engineering to guide AI research effectively. The speakers highlight the value of using Grok's "deep research" function for accessing real-time information, particularly from Twitter (X), while acknowledging t…

1
TradFi Meets Crypto: Bridging Traditional Finance and Blockchain 43:06

2M ago43:06

43:06

This podcast excerpt features a conversation about the intersection of traditional finance and the cryptocurrency market. Alex and Gabriel discuss the potential for blockchain technology to improve efficiency in global transactions, and the impact of fiat currency debasement on the crypto market. They explore the role of tokens in the crypto space,…

1
Decoding Market Moves: AI, Tesla, Crypto, and Risk Management Strategies 58:25

3M ago58:25

58:25

Decoding Market Moves: AI, Tesla, Crypto, and Risk Management Strategies Description: In this episode, we dive deep into the dynamic world of market trends and investment strategies. Join us as we dissect recent movements in key sectors and explore opportunities for both seasoned and aspiring investors. SMCI & AI Stocks: We analyze the potential of…

1
AI, Bonds, and Geopolitics: Navigating a Complex Market Landscape 43:46

3M ago43:46

43:46

This podcast discussion centers on the commoditization of AI, specifically focusing on the increasing accessibility and capabilities of open-source models like DeepSeek, contrasting them with more centralized approaches. The conversation then shifts to a trade idea involving long-term bonds, analyzing market trends and inflation rates to support th…

1
AI: DeepSeek, Nvidia, AMD, and Crypto Market Analysis. 57:01

3M ago57:01

57:01

AI, Chips, and Crypto: Navigating the Tech Landscape Description: AI Discussion: This episode dives deep into the rapidly evolving worlds of artificial intelligence, semiconductor technology, and cryptocurrency. We begin with a discussion on Deepseek, a new open-source AI model from China, exploring its capabilities, its impact on the market, and t…

1
Decoding the Markets: Liquidity, Inflation and the Future 47:05

3M ago47:05

47:05

Description: In this episode, we dive deep into the complex world of finance with a focus on the interplay between liquidity, inflation, and asset valuation. We explore how the Federal Reserve's actions, particularly its balance sheet and the federal funds rate, impact the markets. This episode provides a comprehensive overview of the current macro…

1
European Union Credibility and No AI for Europe 45:33

2y ago45:33

45:33

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 Adminis…

1
Apple as a Bank and what AI means for markets and corporates 32:26

2y ago32:26

32:26

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…

1
Anything happening with Banks? 51:41

2y ago51:41

51:41

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 Welco…

1
New Year's Predications, Ukraine, Why ESG? 50:06

2+ y ago50:06

50:06

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…

1
Future of London as Financial Center, Twitter 32:04

2+ y ago32:04

32:04

In this episode we discuss some more areas of impact for volatile markets. - London as a financial center - The old magic of the American London headquarter - Wold Cup woes - Can an US World Cup do to Football what Liberty Media did to F1 - Wokesness gone too far and the future of Endowments - The Twitter Saga Again, go try this https://chat.openai…

1
Frauds, Damn Frauds and Statistics. SBF, Marks to Market, Private Equity 1:06:35

2+ y ago1:06:35

1:06:35

In this episode we discuss some more areas of impact for volatile markets. - Fraud makes a return to the Stage. - Interesting new governmental approaches to prosecuting said fraud - Contrasting SBF and Madoff - Optimism vs. Rationality with our resident optimist - Gating and Infrequent marks as a feature not a bug of Private Equity and other Karl P…

1
Elections, Manias and Crashes 1:01:33

2+ y ago1:01:33

1:01:33

In this episode we discuss some more areas of impact for deleveraging markets. - US Elections - What if large technology companies can run down 80% on headcount - Are we getting a taste of future AI impact? - CBDC forces Central Banks into Politics Fun viewing Chamath Palihapitiya: Money, Success, Startups, Energy, Poker & Happiness https://www.you…

1
30. Welcome Back. What are we to make of Bitcoin in a Bear Market 43:08

2+ y ago43:08

43:08

What are we to make of Bitcoin in the middle of a brutal bear market. We discuss: - What has changed and what has not - Bitcoin as a network - Regulatory risks - What drives the current market price of Bitcoin We do not provide financial advise in any form. All information is our opinion and for entertainment use. Every Podcast we add a video or po…

1
Treasury Markets, the Fed and Inflation Protected Securities (TIPS) 49:07

2+ y ago49:07

49:07

In this episode we discuss some more areas of impact for deleveraging markets. - Liquidity in the Treasury Markets. - USD TIPS (treasury inflation Protected Securities) and inflation expectations https://treasurydirect.gov/marketable-securities/tips/#:~:text=As%20the%20name%20implies%2C%20TIPS,you%20get%20the%20increased%20amount Fun viewing The Bu…

1
Ukraine, End Games and What future for free markets 44:03

2+ y ago44:03

44:03

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 Russ…

1
7. UK, Pensions, What to do in the middle of a Volatile downturn 59:55

2+ y ago59:55

59:55

In this episode we discuss some more areas of impact for deleveraging markets. - UK Pension and Gilt Chaos. - Surviving is about Risk Control Fun viewing THE U.S: The Next 100 Years https://www.youtube.com/watch?v=98SjPPrYRno Welcome back to Off the Fence, a podcast where we look at current and general topics from an institutional and hedge fund in…

1
6. US Politics and Market 46:03

2+ y ago46:03

46:03

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 ins…

1
5. Global Markets and Security 41:58

2+ y ago41:58

41:58

In this episode we discuss - Recent Fed signaling - This winter in Europe - How fragile is the global security blanket China's Economy In A Downfall - Peter Zeihan Chinese Collapse https://youtu.be/YNNagW550yw Liv Boeree: Poker, Game Theory, AI, Simulation, Aliens & Existential Risk Lex Fridman Podcast #314 https://www.youtube.com/watch?v=eF-E40pxx…

1
4. Experiences in Bear Market Rallies 37:27

2+ y ago37:27

37:27

In this episode we discuss - Economic impact of Inflation - Is China Slowing down? - Trading Bear Markets rallies - What are scenarios for Interest Rates? China's Economy In A Downfall - Peter Zeihan Chinese Collapse https://youtu.be/YNNagW550yw From Great Moderation to Great Stagflation by Nouriel Roubini https://www.project-syndicate.org/commenta…

1
3. Contrasting U.S. and European Economic models 27:14

3y ago27:14

27:14

Episode Links Why the Past 10 Years of American Life Have Been Uniquely Stupid (Article) The Atlantic https://www.theatlantic.com/magazine/archive/2022/05/social-media-democracy-trust-babel/629369/ The Future of Europe (Video) https://youtu.be/AkIX5yHF1dU Business Roundtable Redefines the Purpose of a Corporation to Promote 'An Economy That Serves …

1
2. Lessons learned in Bear Markets 38:29

3y ago38:29

38:29

Welcome back to Off the Fence, a podcast we hope will shed some light on subjects we think we may know something about. 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 don’t expect to change …

1
29. Has Bitcoin Failed as an Inflation Hedge? 29:36

3y ago29:36

29:36

29. Has Bitcoin Failed as an Inflation Hedge? We discuss: - What has changed in Money Supply growth - Why this current inflation may be both temporary and worrisome - Is it too early to dismiss Bitcoin as a long term inflation hedge - What drives the current market price of Bitcoin We do not provide financial advise in any form. All information is …

1
Episode 1: Introducing Off the Fence and the Gang 1:10:11

3y ago1:10:11

1:10:11

Welcome to the first edition Off the Fence, a podcast we hope will shed some light on subjects we think we may know something about. 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 don’t expe…

1
28. Bitcoin Maxi or other projects ok to look at? 55:42

3y ago55:42

55:42

28. Bitcoin Maxi or other projects ok to look at? We discuss: - Can you use a value approach to analyzing other projects than Bitcoin? - Is it even worth it? We do not provide financial advise in any form. All information is our opinion and for entertainment use. Every Podcast we add a video or podcast we think of as Value add: Strategies for Asses…

1
27. Bitcoin Use Cases in Ukrainian Conflict. Certainty in an Uncertain World? 30:20

3y ago30:20

30:20

We discuss: - Bitcoin role In the Ukranian conflict - DEFI and NFT´s disruptive nature We do not provide financial advise in any form. All information is our opinion and for entertainment use. Every Podcast we add a video or podcast we think of as Value add: FYI - For Your Innovation. Big Ideas 2022 with Cathie Wood and Chris Hayes https://podcasts…

1
26. Is Bitcoin a strategic Asset worthy of US Reserve status? 27:57

3y ago27:57

27:57

We discuss: - Bitcoin vs. Gold - Why would #Bitcoin be seen as a strategic Reserve asset - How to think Probabilistically as opposed to Deterministically - Why institutions can't ignore even 5% tail events We do not provide financial advise in any form. All information is our opinion and for entertainment use. Every Podcast we add a video or podcas…

1
25. Why we are going out to buy pasta! 40:03

3y ago40:03

40:03

25. ¨Why We Are Going Out To Buy Pasta! ¨ We discuss: - Bitcoin in a time of centralized government action, even if morally justified - A time of disequilibrium usually comes with some pain - Could this solve some problems long term? We do not provide financial advise in any form. All information is our opinion and for entertainment use. Every Podc…

1
24. ¨Ukraine War, Macro & Bitcoin¨ 34:50

3y ago34:50

34:50

24. ¨Ukraine War, Macro & Bitcoin¨ We discuss: - Multiple uses cases highlighted by the Ukrainian invasion - How to place financial assets and BTC in particular in perspective in times of grave uncertainty We do not provide financial advise in any form. All information is our opinion and for entertainment use. Every Podcast we add a video or podcas…

1
23. "Is Diversification Even Valuable For Tech & Crypto?¨ 44:34

3y ago44:34

44:34

23. "Is Diversification Even Valuable For Tech & Crypto?¨ We discuss: - Facebook/Meta's recent fall - How to think of Technology when evaluating investments - High Valuation vs. Disruption - What does diversification mean in Tech and Crypto? We do not provide financial advise in any form. All information is our opinion and for entertainment use. Ev…

1
22. DeFi: Infinite Potential vs. Regulatory Crosshairs? 49:51

3+ y ago49:51

49:51

22. DeFi: Infinite Potential vs. Regulatory Crosshairs? Creating a new financial system based on new software rails is full of potential for new applications, lower costs and mass adoption. Will a regulatory clash stop it? We discuss: - The principles of Decentralized Finance - Regulatory risk across the landscape - Possible scenarios that can play…

1
21. Emotions In A Bear Market! Is this time is different? 51:48

3+ y ago51:48

51:48

21. How to deal with your emotions in a Bear Market We discuss how to think about your investment profile and the ensuing emotions when things get tough. We discuss: - Current Macro environment - Mind check your emotions as another way to look at your portfolio - Good market/Bad market check your expectations - Where to look for comfort - The way f…

1
20. Bitcoin Adoption 48:09

3+ y ago48:09

48:09

20. Bitcoin Adoption We discuss how the end state in 2022 of the Government Bond market and the influence of technology in most industries may help the long-term adoption of Bitcoin. We discuss: - Why the Fed had to buy a lot of junk in the Great Financial Crisis - Why quantitative easing is like Candy, hard to quit - How "Pay me in Bitcoin" may be…

1
19: Smart Contracts: Code & Law? 44:34

3+ y ago44:34

44:34

Episode 18. Exploring Smart Contracts Much is made of the ad ent of Smart Contract on the Blockchain and how they can revolutionize much of the transactional world. We take a step back and see how this technology could develop/. We discuss: - What is a Smart Contract? - How does it work? - Does it need a Legal/Regulatory framework to Operate? - App…

1
18. Exploring the Bear cases for Bitcoin. What can go wrong? 48:24

3+ y ago48:24

48:24

Episode 18. Exploring the Bear cases for Bitcoin There is a difference between dismissing Crypto and Bitcoin specifically out of hand and exploring the reasons for which these innovations may fail. We explore a number We discuss: Basic objections - Energy Consumption - Lack of Intrinsic Value - Governmental Interference Deeper Objections - How hype…

1
Episode 17. Do you think NFT´s are nonsense? You should listen to this! 43:07

3+ y ago43:07

43:07

Episode 17. Do you think NFT´s are nonsense? You should listen to this. We talk about NFT´s, what they are now, where they can go in the future, how to understand their value and the potential disruption they could create in different industries. We discuss: - What´s an NFT at its most basic - Different chains and markets where they live (Ethereum,…

1
Episode 16. Bitcoin ATH Realized Cap And Two Trades You Should Know About 35:34

3+ y ago35:34

35:34

Episode 16. Bitcoin ATH Realized Cap And Two Trades You Should Know About We talk about the news Bitcoin all time high realized Cap and about We discuss: - What Realized Cap on BTC tells us and Volume Weighted Average Price - The carry trade on BTC and the futures market - Why Futures based ETFs are creating an arbitrage opportunity in the Futures …

1
Episode 15. Current Macro Economy and Bitcoin´s Role 47:22

3+ y ago47:22

47:22

Episode 15. Understanding Our Current Macro Economy Environment And Bitcoin´s Role We talk about our current Macro environment. Where are we heading and why it ´s important to understand it. We provide our view of how things are changing and unfolding going into this new decade where Inflation will be playing a major role. We discuss: - Structural …

1
Episode 14: What is Proof of Work? Why you should know about it 37:27

3+ y ago37:27

37:27

We are often asked for a super basic, first principles explanation of Proof of Work. We make our best attempt to boil down PoW to its most basic points. We discuss: - What are the basics of Proof Of Work and how to think of it simply - What's a good analogy and how it can be thought at as a game - Some elegant aspects of PoW in the Bitcoin network …

1
Episode 13. Hot Miners? Valuing Mining Stocks 50:46

3+ y ago50:46

50:46

Episode 13. Hot Miners? Valuing Mining Stocks In this episode we discuss publicly-traded Cryptocurrency mining companies and their trading valuations. We talk about how to value these companies in a standardized industry based on similar metrics. We discuss: - $MARA, $RIOT, $HUT, $BITF primarily - How to think of their growth plans - How to think o…

1
Episode 12: If you had 5 minutes to explain all of Bitcoin...... 31:51

3+ y ago31:51

31:51

We are often asked for a super basic, first principles introductory primer to Bitcoin. We make our best attempt to boil down the role of Bitcoin to its most basic points. We discuss: - Placing Digital currencies into financial history - Why networks are important in all aspects of our lives - Why now? What was needed to make Bitcoin and crypto poss…

1
Episode 11 Bitcoin all time high. Where do we go from here? 30:26

3+ y ago30:26

30:26

Bitcoin All Time High. Where do we go from here? We discuss the recent all-time high for Bitcoin and the possible road forward with institutional adoption. We also discuss: - GBTC, Spot and Futures-based ETFs and their differences - Bitcoin Mining - Possible outcomes with Spot ETF approval We do not provide financial advise in any form. All informa…

1
Episode 10. Big News on Bitcoin ETF? 20:46

3+ y ago20:46

20:46

Big News on Bitcoin ETF? We discuss the timing of the futures based Bitcoin ETF and it´s possible impact on the market. We also discuss like - The diffrent types of ETF´s - How this impact on retail and institutional investment - How it can influence Bitcoin´s price as a possible catalyst in a bull run We do not provide financial advise in any form…

1
Episode 9: Is Bitcoin the Best Savings Instrument available for the masses? 22:18

3+ y ago22:18

22:18

Is Bitcoin the Best Savings Instrument available for the masses? We discuss how the concept of savings it´s becoming more of a thing of the past and how monetary policies have changed the narrative of money. We also discuss ideas like - BItcoin from the point of view of Savings. - Investement vs savings approaches - Long term term defensive approac…

Podcasts Worth a Listen

Alexandre Fuchs Podcasts

Podcasts Worth a Listen