Keeping it Simple with Simplify Asset Management

Keeping it Simple | Ep. 14: Suppose They Gave a War and Nobody Came?

Jun 13, 2022
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1
Introduction
00:00 • 2min
2
The Long Term Debt Cycle Thesis
01:53 • 4min
3
The Leverage of the System in the Twenties and Forty-First Century
06:17 • 3min
4
Are You Comparing 19 29 to Two Thousand Eight?
09:04 • 2min
5
Are We on a Higher Plateau?
11:14 • 3min
6
The Fed Funds Rate Expectation for December 22
13:53 • 2min
7
What Is Transitory and What Does It Mean?
15:25 • 2min
8
I Consider Money Printing, but I Separate a Couple of Different Types
17:15 • 3min
9
The Fed Did Not Create Inflation
19:58 • 2min
10
Is It Inflationary for Financ Assets?
21:44 • 3min
11
What's Your Take on the Tips Market?
24:49 • 2min
12
The Curve Is the Best Predictor of a Recession
26:29 • 2min
13
Is There a Disconnect There?
28:35 • 6min
14
Is There a Slowdown in the Supply Side of the Energy Market?
34:20 • 2min
15
Energy Oil Stocks
36:01 • 2min
16
I'm Back to My Wheel House, Igestry A, Looking From the Pole
38:04 • 2min
17
How to Process a Five or Six Handle on Nominal G P
39:42 • 2min
18
Is the Market in a Recession?
41:39 • 4min
19
Oil Forwards - What's Wrong With That?
45:47 • 3min
20
The Biggest Oil Bull Byden or Puton?
48:52 • 2min
21
Oil Prices Aren't Going to Rise, but Oil Prices Will Rise, Right?
50:35 • 5min
22
Is There a Fork in the Road?
55:40 • 5min
23
Simplify Acid Management Inc
01:00:40 • 3min