
Keeping it Simple with Simplify Asset Management Keeping it Simple | Ep. 14: Suppose They Gave a War and Nobody Came?
Jun 13, 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 22 23
Introduction
00:00 • 2min
The Long Term Debt Cycle Thesis
01:53 • 4min
The Leverage of the System in the Twenties and Forty-First Century
06:17 • 3min
Are You Comparing 19 29 to Two Thousand Eight?
09:04 • 2min
Are We on a Higher Plateau?
11:14 • 3min
The Fed Funds Rate Expectation for December 22
13:53 • 2min
What Is Transitory and What Does It Mean?
15:25 • 2min
I Consider Money Printing, but I Separate a Couple of Different Types
17:15 • 3min
The Fed Did Not Create Inflation
19:58 • 2min
Is It Inflationary for Financ Assets?
21:44 • 3min
What's Your Take on the Tips Market?
24:49 • 2min
The Curve Is the Best Predictor of a Recession
26:29 • 2min
Is There a Disconnect There?
28:35 • 6min
Is There a Slowdown in the Supply Side of the Energy Market?
34:20 • 2min
Energy Oil Stocks
36:01 • 2min
I'm Back to My Wheel House, Igestry A, Looking From the Pole
38:04 • 2min
How to Process a Five or Six Handle on Nominal G P
39:42 • 2min
Is the Market in a Recession?
41:39 • 4min
Oil Forwards - What's Wrong With That?
45:47 • 3min
The Biggest Oil Bull Byden or Puton?
48:52 • 2min
Oil Prices Aren't Going to Rise, but Oil Prices Will Rise, Right?
50:35 • 5min
Is There a Fork in the Road?
55:40 • 5min
Simplify Acid Management Inc
01:00:40 • 3min
