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Keeping it Simple | Ep. 19: Narrative Nation… Cool Story Bro…

Keeping it Simple with Simplify Asset Management

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Is There Structure or Signal or Noise That Determines Market Outcomes?

I used to run a pretty decent size fund and I would have described myself as a weak form and error to this. The summer of 2012 it was the summer of 2012 right Droggy whatever it takes you know word just pure words an OMT program yeah just words and it changed everything. That's when I became a sinny strong narrative meaning well I guess you know words can determine market outcomes for a lot longer than I thought they would but he has faith that eventually there's some bedrock reality that emerges and rules today.

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