Keeping it Simple with Simplify Asset Management

Keeping it Simple | Ep. 19: Narrative Nation… Cool Story Bro…

Dec 12, 2022
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 2min
2
What Is It That You Can't Explain?
02:13 • 2min
3
Communication Networks Are Always Going to Have Errors, Right?
04:05 • 2min
4
How Information Theory Applyes to Investing
05:36 • 3min
5
Investing
08:10 • 4min
6
What's New in AWS?
12:19 • 2min
7
Using a Sentiment Score to Predict the Fed Minutes Change
14:22 • 2min
8
Chat GPT
16:03 • 2min
9
The Structure of Narrative
17:58 • 3min
10
How Does the China Trade War Affect Your Density Score?
20:29 • 5min
11
Elizabeth Holmes
25:29 • 2min
12
Is There Structure or Signal or Noise That Determines Market Outcomes?
27:08 • 3min
13
The Most Important Thing That Can Hit the Markets
29:52 • 6min
14
What I'm Saying Is It Time to Fade It
35:39 • 3min
15
Is the Yield Curve Inverted?
38:19 • 4min
16
Bitcoin Is Not Crypto but It's All Narrative
41:57 • 3min
17
What a Good Trader Is Internalized for All This Time
44:36 • 6min
18
Is This the Worst Recession of All Time?
50:31 • 2min
19
The Mid Cycle Slow Down Mild Recession Is Fighting It Out With the Yield Curve
52:56 • 4min
20
Do You Think China Is Trying to Force China to Do Something They Don't Want to Do?
56:45 • 2min
21
Is the Labor Market Really Strong?
58:18 • 4min
22
Simplify Asset Management Inc
01:02:26 • 4min