
Keeping it Simple with Simplify Asset Management Keeping it Simple on the Road | Ep.7: Chasing the Curve
Aug 1, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18
Introduction
00:00 • 2min
The Importance of Sentiment in the Economy
02:19 • 3min
Is a Recession Coming?
04:58 • 2min
The Fed's Prediction of a Recession
06:51 • 2min
The Bimodal Tension in the Market
08:23 • 3min
The Fed's Injection of Volatility Into the Mix
11:41 • 2min
The Flaw in Warren's Response to the Representative Democracy
13:49 • 2min
The Importance of Focusing on the Fed
16:01 • 3min
The Fed's Mandate on Inflation
19:18 • 6min
The Problem With Inflation
25:03 • 4min
The Effect of COVID on Retirement
29:14 • 2min
The Value of Opportunity Trading Volatility
31:09 • 5min
The Deleveraging of the Banking System
36:30 • 1min
The Recession and the Lack of Demand
37:59 • 4min
The Cognitive Dissonance of the Stock Market Versus the Bond Market
42:03 • 2min
The Dollar Yen and Inflation in Japan
44:33 • 5min
The Fed's New Economic Regime
49:34 • 2min
Should I Buy Emerging Markets?
51:36 • 4min
