Keeping it Simple with Simplify Asset Management

Keeping it Simple | Ep. 25: Transitory or Purgatory?

Jun 12, 2023
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 2min
2
The Market's Pricing of the Forward Curve
01:35 • 3min
3
The Fed's Waiting Game on Inflation
04:51 • 2min
4
The Bimodal Economy and the COVID Recession
07:06 • 5min
5
The Importance of Balance Sheet Problems in the Banking System
11:42 • 3min
6
The Golden Handcuffs
14:13 • 2min
7
The Fed's Hedge Funds
16:04 • 2min
8
The Importance of Demand in the Economy
17:47 • 3min
9
The Importance of Rotation in the Secondary Market
20:51 • 3min
10
The Fed's Moral Hazard
24:09 • 2min
11
The Asymmetric Risk of Commercial Real Estate Prices
26:12 • 4min
12
The Attractiveness of Gold in the Global Market
30:03 • 3min
13
How to Buy a 30 Year Treasury Bond
32:51 • 2min
14
The Evolution of the Bond Market
34:51 • 3min
15
The Importance of Equity Slices
37:56 • 4min
16
The Importance of Market Cap Waiting
41:42 • 4min
17
The Problem With the Credit Theory of Money
45:56 • 2min
18
The Problem With Pragmatic Capitalism
47:48 • 3min
19
The Importance of Taxes in the Credit Channel
50:45 • 5min
20
The Negative Income Tax Dynamic of Milton Friedman
55:34 • 3min
21
The Impact of the TGA on the Deficit
59:00 • 2min
22
How Much Have US Home Prices Retreated by November 2007?
01:00:34 • 6min
23
The Limits of Hypothetical Performance
01:06:21 • 2min