
Keeping it Simple with Simplify Asset Management Keeping it Simple | Ep. 20: Secular, Cyclical... it's all a fubar fugazi!
Jan 17, 2023
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 • 3min
The Last Gas of Pent Up Inflation Energy
03:22 • 3min
Is the Stock Market a Leading Indicator?
06:24 • 3min
Is the Stock Market in a Recession?
09:12 • 3min
How to Navigate the Lag Time Between Growth and Coincidence Data
12:23 • 5min
Can I Make Money if I Know This?
17:47 • 5min
The Fed Funding Rates - Is That the Best Trade in the Market?
23:01 • 5min
Is the Fed Going to Normalize Inflation?
28:04 • 3min
The Baby Boomers Exiting the Labor Market
31:14 • 2min
The Demographics Are Going to Do What?
33:08 • 3min
What's Going to Happen to the Housing and Goods Sectors?
35:55 • 3min
Is Immigration a Solution?
39:15 • 5min
Is There Any Exceeding Supply of Health?
44:02 • 6min
Harley, I've Never Had a Fed Step In
49:49 • 3min
Is There a Labor Problem?
53:07 • 3min
Are We in a Recession Are We Not?
56:35 • 6min
The Employment Story Is the Key Story
01:02:33 • 2min
I'm Not Seeing Signs, Yet, of a Massive Pick Up in the Employment Market
01:04:47 • 5min
Is the Long End of the Curve a Good Idea?
01:09:21 • 6min
ETF Managers
01:15:10 • 2min
Simplify Asset Management
01:16:54 • 3min
