
Keeping it Simple with Simplify Asset Management Keeping it Simple on the Road | Ep. 2: I'll Take Two, Utah... Two!
Jun 22, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Introduction
00:00 • 5min
The End of 22
04:42 • 1min
The Gams in the Exchange Option Market
06:10 • 4min
What's Your Risk Limit?
10:40 • 1min
Is the Term Slope Going Down So Hard?
12:09 • 2min
The Correlation Between Val Persistence and Val Jump
13:49 • 6min
Inflation, Is It Monolithic Entity?
19:42 • 3min
I Think It's Pretty, Is Pretty Shocking, Ol Ting How Little Is Made About Innovation
22:54 • 2min
What's the Discount to Bring That?
24:34 • 2min
The Correlation of Stocks to Bonds
26:34 • 3min
Inflation and Rates
29:18 • 2min
Is the Feds Reaction Function, Right?
30:54 • 2min
We See No Signs Growth Is Slowing
32:36 • 2min
The Hell Fire of Inflation
34:28 • 3min
Long Dated Variance Contracts - Is That Really What You Meaned?
37:27 • 4min
Liquidis One Is Astonishing
41:04 • 2min
Gamma Scalping
42:55 • 4min
Is It the Worst?
46:30 • 2min
Are We in a Recession and We're Going to Flip Right Now?
48:00 • 2min
How Do We Stop Talkin?
50:21 • 4min
