Keeping it Simple with Simplify Asset Management

Keeping it Simple | Ep. 24: We Don’t Need No Stinkin’ CFOs.

May 9, 2023
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1
Introduction
00:00 • 3min
2
The Treasure Field and the Future of Finance
03:11 • 2min
3
Silicon Valley Bank and the Dynamics of Bad Purchases of Mortgages
05:16 • 5min
4
The Importance of Long Term Exposure in the Bond Market
09:51 • 3min
5
The Dynamic of Deposits in the Money Market
13:01 • 4min
6
The Effect of Long Volatility on Deposits
17:17 • 3min
7
The Importance of the Bank in the Economy
20:46 • 2min
8
The Importance of Long Term Providers of Capital
22:43 • 3min
9
The Importance of Personal Responsibility in Banking
26:06 • 3min
10
The Fed Takes the Vol Risk and the Rate Risk From the Private Sector to the Public Sector
28:41 • 3min
11
The Fed Should Have Hedged the Market
32:08 • 3min
12
The Instability of the Liability Structure
34:39 • 3min
13
The Risk of Losing Your Deposits
38:05 • 2min
14
The Fed's Failure to Maintain Consumer Price Stability
40:03 • 3min
15
The Fed Should Slope the Curve Out to Reduce Inflation
43:28 • 2min
16
Targeting the Front End or the Back End of the Credit Function?
45:08 • 3min
17
How to Advacate a Smaller Corporate Treasury
47:41 • 2min
18
The Evolution of the Portfolio Dynamic
50:00 • 2min
19
The Politics of Taxes
52:15 • 2min
20
The Unintended Consequences of Taking Empty IC Insurance
54:33 • 3min
21
The Importance of IPIC Insurance
57:20 • 2min
22
Simplify Asset Management Inc.
58:54 • 3min