Keeping it Simple with Simplify Asset Management

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.

The podcast discusses the performance of the banking industry and its different sectors, the impact of recent changes in New York City's hospitality market, the issue of oversupply and misallocation of resources, innovations in property replacement and the challenges in New York City, systemic factors leading to the Global Financial Crisis, challenges in the high yield space, and a disclaimer and legal information regarding Simplify Asset Management, Inc.

Erik Townsend of MacroVoices lays out the case for an energy revolution NOW. For more information, visit simplify.us. Simplify Asset Management Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Simplify Asset Management Inc. and its representatives are properly licensed or exempt from licensure. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This content is not intended to provide investment, tax, or legal advice. This content is solely for informational purposes and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. These materials are made available on an “as is” basis, without representation or warranty. The information contained in these materials has been obtained from sources that Simplify Asset Management Inc. believes to be reliable, but accuracy and completeness are not guaranteed. This information is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Neither the author nor Simplify Asset Management Inc. undertakes to advise you of any changes in the views expressed herein.

The famous Green Chicken, Doomberg, joins Mike & Harley for a molecular view of the global state of affairs. For more information, visit http://www.simplify.us. _________________________________________________________ Simplify Asset Management Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Simplify Asset Management Inc. and its representatives are properly licensed or exempt from licensure. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This content is not intended to provide investment, tax, or legal advice. This content is solely for informational purposes and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. These materials are made available on an “as is” basis, without representation or warranty. The information contained in these materials has been obtained from sources that Simplify Asset Management Inc. believes to be reliable, but accuracy and completeness are not guaranteed. This information is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Neither the author nor Simplify Asset Management Inc. undertakes to advise you of any changes in the views expressed herein.

Famed economist William White discusses the political environment and tribalism of climate change, the transition to an era of scarcity caused by negative supply side factors, the impact of changing demographics and population growth on inflationary pressures, implications of government deficit and Fed's balance sheet increase, the complexities of scarcity and abundance, and different views on the emphasis of demand side vs supply side.