Keeping it Simple with Simplify Asset Management

Keeping it Simple | Ep. 22: Bank Runs Are Good For Stocks? Right?

Mar 20, 2023
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 2min
2
Are You Surprised by the Excess Liquidity?
02:19 • 4min
3
The Fed's Job Is Still Not Done
06:16 • 3min
4
Is the Standard of Living Declining?
09:11 • 4min
5
The Birth Death Adjustment to Payrolls
12:53 • 4min
6
I Don't Believe the BLS Data, Lacey.
16:28 • 2min
7
Is the January Number a Random Number Generator?
18:57 • 2min
8
I'm Not Impressed With the Fed Backing Off in the Summer of 2022
21:07 • 3min
9
Is There a Dominating Factor in Liquidity?
24:16 • 3min
10
Is the Consumer Price Index a Good Idea?
27:27 • 3min
11
Real Wages Are Declining
30:15 • 4min
12
The Seasonal Adjustment Methods Are Being Skewed by the Extreme Down Draft
33:54 • 4min
13
Is This the Right Way to Approach the Response Rate Issue?
37:39 • 2min
14
Birth Death Adjustments - What's at the Heart of the Pandemic?
39:11 • 2min
15
Are We Really a Crisis Right Now?
41:40 • 3min
16
Is There a Difference Between a Credit Problem and a Liquidity Problem?
44:43 • 5min
17
The Relationship Between Senior Loan Officers and Financial Conditions Indexes
49:47 • 3min
18
Are We Having a Pandemic?
52:29 • 5min
19
Poliesington - A Difficult Year
57:23 • 2min
20
Simplify Asset Management Inc.
59:29 • 3min