
Keeping it Simple with Simplify Asset Management Keeping it Simple | Ep. 25: Transitory or Purgatory?
Jun 12, 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 22 23
Introduction
00:00 • 2min
The Market's Pricing of the Forward Curve
01:35 • 3min
The Fed's Waiting Game on Inflation
04:51 • 2min
The Bimodal Economy and the COVID Recession
07:06 • 5min
The Importance of Balance Sheet Problems in the Banking System
11:42 • 3min
The Golden Handcuffs
14:13 • 2min
The Fed's Hedge Funds
16:04 • 2min
The Importance of Demand in the Economy
17:47 • 3min
The Importance of Rotation in the Secondary Market
20:51 • 3min
The Fed's Moral Hazard
24:09 • 2min
The Asymmetric Risk of Commercial Real Estate Prices
26:12 • 4min
The Attractiveness of Gold in the Global Market
30:03 • 3min
How to Buy a 30 Year Treasury Bond
32:51 • 2min
The Evolution of the Bond Market
34:51 • 3min
The Importance of Equity Slices
37:56 • 4min
The Importance of Market Cap Waiting
41:42 • 4min
The Problem With the Credit Theory of Money
45:56 • 2min
The Problem With Pragmatic Capitalism
47:48 • 3min
The Importance of Taxes in the Credit Channel
50:45 • 5min
The Negative Income Tax Dynamic of Milton Friedman
55:34 • 3min
The Impact of the TGA on the Deficit
59:00 • 2min
How Much Have US Home Prices Retreated by November 2007?
01:00:34 • 6min
The Limits of Hypothetical Performance
01:06:21 • 2min
