
Keeping it Simple with Simplify Asset Management Keeping it Simple | Ep.17: Who Do You Believe - The Bond Market or Your Lyin’ Eyes?
Sep 13, 2022
Chapters
Transcript
Episode notes
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Introduction
00:00 • 3min
The Keeping and Simple Podcast Series - David Rosenberg
02:38 • 5min
Are You Going to Believe the Definitions of Inflation?
07:59 • 3min
What's the Fed Doing in 20 19?
11:15 • 5min
Inflation Is Going to Come Back Down
15:51 • 5min
Inflation Is Going to Fall
20:22 • 2min
I Think We're Going to Go Back to That World.
22:23 • 5min
We're Going to Become Data Dependent
26:55 • 2min
The Fed Research Arms Come Out and Say, We Have to Do This
29:20 • 4min
Fed Funds Forecast a Beetle?
33:21 • 5min
The Fed's Putting a Bull in Its Head
38:02 • 5min
Are We in a Recession Right Now?
43:21 • 4min
Can I Make a Trade Against Fed Fun's Futures Right Now?
46:54 • 5min
What Do You Think About Next Year?
51:30 • 5min
Used Car Prices Are Now Down 14 % Year Over Year
56:38 • 4min
Is That Transitory?
01:00:41 • 4min
Keeping It Simple
01:04:49 • 2min
The 3rd Annual Simplify Acid Management
01:07:04 • 3min
