
Keeping it Simple with Simplify Asset Management Keeping it Simple | Ep. 21: Do I Feel Lucky?
Feb 14, 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
What Are the Best Hedges for the Rest of the Year?
01:44 • 3min
Is There a Future for Rebalancing Frequency?
04:49 • 2min
The Immaculate Rebalance Strategy
07:09 • 3min
The Tilting of Windmills
09:46 • 3min
ETFs - What's the Source of Returns?
12:50 • 2min
Rebalance Timing Luck Factor - Is There a Stable Anomaly?
15:04 • 2min
The Hidden Cost in Costless Put Spread Collars
17:09 • 4min
Is the January Strategy a Good Idea?
21:15 • 5min
401k Investing - Is There an Ex-Anti Strategy?
26:39 • 5min
Hedged Equity Strategy - Phase Shifting
31:25 • 4min
Do You Rebalance Once a Year?
35:44 • 5min
Are You a Market Timer?
41:03 • 5min
Is There a Difference Between Putting Money in and Taking Money Out?
45:41 • 2min
Rebalancing Continuously or Daily Approaches the Same as Trunching?
47:55 • 5min
The Fed's Not Going to Cut Rates This Year
52:54 • 2min
Are You Getting a Leopard Front End Paper?
54:52 • 3min
Is the Fed Going to Cut?
57:42 • 5min
