
Keeping it Simple with Simplify Asset Management Keeping it Simple | Ep. 19: Narrative Nation… Cool Story Bro…
Dec 12, 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 21 22
Introduction
00:00 • 2min
What Is It That You Can't Explain?
02:13 • 2min
Communication Networks Are Always Going to Have Errors, Right?
04:05 • 2min
How Information Theory Applyes to Investing
05:36 • 3min
Investing
08:10 • 4min
What's New in AWS?
12:19 • 2min
Using a Sentiment Score to Predict the Fed Minutes Change
14:22 • 2min
Chat GPT
16:03 • 2min
The Structure of Narrative
17:58 • 3min
How Does the China Trade War Affect Your Density Score?
20:29 • 5min
Elizabeth Holmes
25:29 • 2min
Is There Structure or Signal or Noise That Determines Market Outcomes?
27:08 • 3min
The Most Important Thing That Can Hit the Markets
29:52 • 6min
What I'm Saying Is It Time to Fade It
35:39 • 3min
Is the Yield Curve Inverted?
38:19 • 4min
Bitcoin Is Not Crypto but It's All Narrative
41:57 • 3min
What a Good Trader Is Internalized for All This Time
44:36 • 6min
Is This the Worst Recession of All Time?
50:31 • 2min
The Mid Cycle Slow Down Mild Recession Is Fighting It Out With the Yield Curve
52:56 • 4min
Do You Think China Is Trying to Force China to Do Something They Don't Want to Do?
56:45 • 2min
Is the Labor Market Really Strong?
58:18 • 4min
Simplify Asset Management Inc
01:02:26 • 4min
