
Keeping it Simple with Simplify Asset Management Keeping it Simple | Ep. 22: Bank Runs Are Good For Stocks? Right?
Mar 20, 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
Introduction
00:00 • 2min
Are You Surprised by the Excess Liquidity?
02:19 • 4min
The Fed's Job Is Still Not Done
06:16 • 3min
Is the Standard of Living Declining?
09:11 • 4min
The Birth Death Adjustment to Payrolls
12:53 • 4min
I Don't Believe the BLS Data, Lacey.
16:28 • 2min
Is the January Number a Random Number Generator?
18:57 • 2min
I'm Not Impressed With the Fed Backing Off in the Summer of 2022
21:07 • 3min
Is There a Dominating Factor in Liquidity?
24:16 • 3min
Is the Consumer Price Index a Good Idea?
27:27 • 3min
Real Wages Are Declining
30:15 • 4min
The Seasonal Adjustment Methods Are Being Skewed by the Extreme Down Draft
33:54 • 4min
Is This the Right Way to Approach the Response Rate Issue?
37:39 • 2min
Birth Death Adjustments - What's at the Heart of the Pandemic?
39:11 • 2min
Are We Really a Crisis Right Now?
41:40 • 3min
Is There a Difference Between a Credit Problem and a Liquidity Problem?
44:43 • 5min
The Relationship Between Senior Loan Officers and Financial Conditions Indexes
49:47 • 3min
Are We Having a Pandemic?
52:29 • 5min
Poliesington - A Difficult Year
57:23 • 2min
Simplify Asset Management Inc.
59:29 • 3min
