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Keeping it Simple with Simplify Asset Management

Latest episodes

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Jul 24, 2023 • 46min

Keeping it Simple on the Road | Ep.6: Endeavoring to Diversify

Roni Israelov of NDVR joins Mike and Harley to discuss his new firm, NDVR, and his recent work on diversification. 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 website and information are 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 This information is only current as of the date indicated, and may be superseded by subsequent market events or for other reasons.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. PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RETURNS. INVESTING INVOLVES RISK AND POSSIBLE LOSS OF PRINCIPAL CAPITAL. UNLESS OTHERWISE NOTED, ANY PERFORMANCE RETURNS PRESENTED IN THESE MATERIALS REFLECT HYPOTHETICAL PERFORMANCE. HYPOTHETICAL STRATEGIES AND INDICES PRESENTED ARE UNMANAGED, DO NOT REFLECT ANY FEES, EXPENSES, TRANSACTION COSTS, COMMISSIONS OR TAXES, AND ONE CANNOT INVEST DIRECTLY IN ANY OF THESE. THE RESULTS PRESENTED SHOULD NOT BE VIEWED AS INDICATIVE OF THE ADVISER’ SKILL AND DO NOT REFLECT THE PERFORMANCE RESULTS THAT WERE ACHIEVED BY ANY PARTICULAR CLIENT. DURING THIS PERIOD, THE ADVISER WAS NOT PROVIDING ADVICE USING THIS MODEL AND CLIENTS’ RESULTS MAY HAVE BEEN MATERIALLY DIFFERENT. Hypothetical model results have many inherent limitations, some of which, but not all, are described herein. One of the limitations of hypothetical performance results is that they are generally prepared with the benefit of hindsight. In addition, hypothetical trading does not involve financial risk, and no hypothetical trading record can completely account for the impact of financial risk in actual trading.
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Jul 17, 2023 • 1h 6min

Keeping it Simple | Ep. 26: Cheerfully Waiting for the End of the World

Renowned economist and geopolitical expert Pippa Malmgren joins Mike and Harley to discuss the slivers of optimism regarding World War III. For more information, visit ⁠⁠www.simplify.us⁠⁠. _______________________________________________________________________________________________________________________________________ Important Disclosures 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 website and information are 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.
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Jun 12, 2023 • 1h 9min

Keeping it Simple | Ep. 25: Transitory or Purgatory?

Harley and Mike welcome Cullen Roche, the Founder and CIO of Discipline Funds, to discuss the Fed's heavy hand and its effects on credit. For more information, visit ⁠⁠www.simplify.us⁠⁠. _______________________________________________________________________________________________________________________________________ Important Disclosures 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 website and information are 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.
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May 9, 2023 • 1h 2min

Keeping it Simple | Ep. 24: We Don’t Need No Stinkin’ CFOs.

Mike and Harley are joined by Ben Verschuere of Treasure Financial and Charlie McGarraugh of Altis Partners to discuss the tools, techniques and products used in modern treasury management. For more information, visit ⁠www.simplify.us⁠. _______________________________________________________________________________________________________________________________________ Important Disclosures 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 website and information are 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.
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Apr 18, 2023 • 1h 9min

Keeping it Simple | Ep. 23: The Great Rupture! I'll take your Freedom and raise you Happiness.

Mike and Harley visit with the Macquarie Group global strategist, Viktor Shvets, for a fascinating glimpse into a very different future. For more information, visit ⁠www.simplify.us⁠. _______________________________________________________________________________________________________________________________________ Important Disclosures 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 website and information are 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.
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Mar 20, 2023 • 1h 2min

Keeping it Simple | Ep. 22: Bank Runs Are Good For Stocks? Right?

The one and only Lacy Hunt returns to Keeping it Simple to discuss the latest events. For more information, visit ⁠www.simplify.us⁠. _______________________________________________________________________________________________________________________________________ Important Disclosures 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 website and information are 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.
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5 snips
Feb 17, 2023 • 1h

Keeping it Simple on the Road | Ep. 5: What's Priced In? The Evolving Role of Media in Financial Markets.

Bob Pisani joined Simplify's CEO Paul Kim and Portfolio Manager and Chief Strategist Mike Green to discuss the evolution of financial markets and finding the narratives that move markets. For more information, visit www.simplify.us. _______________________________________________________________________________________________________________________________________ Important Disclosures 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 website and information are 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.
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Feb 14, 2023 • 1h 2min

Keeping it Simple | Ep. 21: Do I Feel Lucky?

Corey Hoffstein joins Harley and Mike to discuss the impact of rebalancing strategies and the timing luck involved in portfolio returns. For more information, visit www.simplify.us. _______________________________________________________________________________________________________________________________________ Important Disclosures 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 website and information are 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.
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Jan 17, 2023 • 1h 20min

Keeping it Simple | Ep. 20: Secular, Cyclical... it's all a fubar fugazi!

Michael and Harley sat down with business cycle expert, Eric Basmajian, to discuss the "most-anticipated recession of all-time!" (trademark pending) and the implications for employment, Fed policy and markets. For more information, visit www.simplify.us. _______________________________________________________________________________________________________________________________________ Important Disclosures 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 website and information are 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.
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Dec 12, 2022 • 1h 6min

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

Harley Bassman and Michael Green welcome Ben Hunt from Epsilon  Theory to discuss hollow men, the narrative machine and the real  implications for economies and people. For more information, visit http://www.simplify.us. _______________________________________________________________________________________________________________________________________ Important Disclosures 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 website and information are 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.

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