Keeping it Simple with Simplify Asset Management

Mark Blyth, a Professor of International Economics at Brown University and author of 'Angrynomics,' joins the discussion. He explores the links between inflation and social inequality, offering insights into historical and modern economic policies. The impact of mechanization on labor, evolving demographic trends, and the importance of cohesive governance in the face of technological change are highlighted. Blyth also sheds light on how economic policies can fuel public anger, challenging listeners to rethink their understanding of macroeconomic dynamics.

Andy Constan, a market analysis pro, and Cem Karsan, an expert in financial structure, dive into the complexities of market dynamics. They dissect the factors behind the 1987 crash and explore modern trends like zero data expiry options, illustrating their impact on volatility. The duo contrasts short-term trading behaviors with long-term economic indicators, emphasizing the roles of market makers and the 'Fed put' in current investing. Their insights shed light on navigating today's intricate financial landscape.

In this engaging conversation, Danielle DiMartino Booth, a former Fed staffer and founder of QI Research, dives into her October 2023 recession call. She emphasizes the significance of accurate economic data and the challenges of outdated models, while exploring Wall Street’s shifting influence on market narratives. Danielle also highlights the struggles of the middle class post-pandemic, the effects of unconventional monetary policies, and shares her bullish outlook on gold amid current market volatility.

Neil Howe discusses historical cycles and saeculi, focusing on generational dynamics and realigning elections. The conversation delves into counterculture movements, economic strategies, and political affiliations, highlighting the impact of historical events on societal cycles and governmental interventions.

Anupam Ghose from System Two Advisors joins to discuss India's economic dynamics and investment opportunities. They explore India potentially surpassing China's GDP by 2050, the impact of democracy on economic growth, and demographic trends in India. The podcast covers investment strategies in the Indian stock market and emphasizes the importance of consulting with financial advisors.

Professor and Author Peter Atwater discusses the K-shaped economy, socio-economic disparities, and navigating uncertainty. Topics include social mood influencing decision-making, wealth distribution post-global financial crisis, generational contrasts in work culture, controversies surrounding DEI and ESG practices, financial outlook for the bottom 50%, and evolving political discourse.

Economic expert Cameron Dawson debates with the Simplify crew on economic data accuracy, stock market trends, yield analysis, interest rate cuts, private credit deals. They explore market volatility impacts, inflation nuances, and upcoming discussions on the K-shaped economy.

Industry legend Jim Grant discusses the soft landing, Fed pivot, and challenges faced by the Federal Reserve. Topics include the impact of inflation, gold standard, Bitcoin dynamics, and mispriced assets in the market. The conversation also explores innovative payout structures in private equity and the need for reevaluating valuation methods in investing.

Matt Stoller, an expert on monopoly power, discusses the role of the state in addressing monopolistic control. They explore the concept of a 'controlled' free market, the traits of good monopolies, and the need for public utility rules. They also delve into antitrust cases against Google, the lack of competition in certain areas, and the history of distrust in government.

Tian Yang of Variant Perception joins Mike and Harley for a 2024 outlook. They discuss aging populations and inflation, analyze Modern Monetary Theory and its implications, compare Variant and pre-COVID conditions, and debate R star and its relationship to labor quantity and productivity.