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Keeping it Simple on the Road | Ep.7: Chasing the Curve

Keeping it Simple with Simplify Asset Management

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The Value of Opportunity Trading Volatility

The dividend yield on the S&P 500 has almost never been lower. We're actually looking at an environment which equities are yielding less relative to bonds and almost any time in history. I think volatility is at the wrong price right now, but for the reasons I mentioned before, fixed income vol, it realizes. The rebounds and the adjustments that take place into and out of recessions are going to be faster, more aggressive. They're going to have bigger impacts.

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