
The Meb Faber Show - Better Investing Paul Kim, Simplify Asset Management – Embracing Convexity Through The ETF Structure | #402
Mar 28, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21
Introduction
00:00 • 2min
E, T F, the Markets, and the Futures.
01:53 • 2min
Portfolio Framework
03:31 • 2min
Launching the Funds
05:54 • 3min
Tr X T Ye
09:01 • 2min
The Derivative Rule
11:03 • 3min
Investing in Long Term Options
14:27 • 4min
Put Spreads - How to Protect Against Multiple Scenarios
18:07 • 3min
The Inverse of a Treasury Ts Strategy
20:54 • 5min
Is There a Strategic Interest Rate Hedge?
25:55 • 2min
Is There an Edge in the Portfolio Construction?
27:51 • 2min
Credit Hedge - C D X, C Y A, Close.
29:56 • 3min
Investing in the Stock Market
33:00 • 4min
Getting Off Zero - Getting People Off Zero
36:40 • 3min
The G B T C Is Interesting to Me
40:07 • 2min
Breast Cancer
42:06 • 2min
I'm Not Sure if It's a Climate Change or a Cancer Fund, but It Might Be a Good Idea.
43:42 • 2min
Is There an Opportunity to Build Better Portfolios?
45:44 • 3min
Investing in the Financial Sector
48:28 • 3min
Is the Loss More Than the Gains?
51:17 • 2min
How to Invest in a Put Option Fund
52:53 • 2min
