Keeping it Simple with Simplify Asset Management - podcast cover

Keeping it Simple with Simplify Asset Management

Simplify Asset Managementsimplify.us
Simplify offers innovative options-based strategies to help build better portfolios. Tune in for insights from our Keeping it Simple series for conversations with industry leaders as they discuss events that shape today's markets. For more information, visit us at simplify.us or email info@simplify.us.

Episodes

Keeping it Simple | Ep. 46: With a Liquid Howell, She Cried More, More, More

Michael Green and Harley Bassman are joined by global macro expert Michael Howell to discuss the state of liquidity.For more information, https://www.simplify.us. Questions about the content discussed in this video? Please contact info@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 reg...

Mar 10, 20251 hr 1 min

Keeping it Simple | Ep. 45: Valentin Haddad — No Love For EMH

UCLA Associate Professor Valentin Haddad joins Michael Green and Christopher Getter to discuss his work on passive investing. For more information, https://www.simplify.us. Questions about the content discussed in this video? Please contact info@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 licensu...

Feb 10, 20251 hr 2 min

Keeping it Simple | Ep. 44: Cosmic Latte

Leland Miller joins Michael Green and Harley Bassman to discuss what the China Beige Book reveals about the investment universe. For more information, https://www.simplify.us. Questions about the content discussed in this video? Please contact info@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 lice...

Jan 13, 20251 hr 3 min

Keeping it Simple | Ep. 43: All the Wong Answers

Bloomberg Economics' Anna Wong has been nailing the data. Join Michael Green, CFA and Harley Bassman to discuss what she sees. For more information, https://www.simplify.us. Questions about the content discussed in this video? Please contact info@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 licens...

Dec 17, 20241 hr 2 min

Keeping it Simple | Ep. 42: Old Ironsides

Michael Green, Harley Bassman, and Barry Knapp go old school. For more information, https://www.simplify.us. Questions about the content discussed in this video? Please contact info@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 f...

Nov 18, 20241 hr 7 min

Keeping it Simple | Ep. 41: Can We Inflate Away Angrynomics?

Mike and Harley check in on the state of the economy with Mark Blyth, Professor of International Economics at Brown University. For more information, https://www.simplify.us Investing involves risk including potential loss of principal. 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 d...

Oct 15, 20241 hr 5 min

Keeping it Simple | Ep. 40: Damp Croissant or Jelly Spring?

Andy Constan and Cem Karsan join Mike and Harley for a debate on market structure. For more information, https://www.simplify.us Investing involves risk including potential loss of principal. 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...

Sep 17, 20241 hr 2 min

Keeping it Simple | Ep.39: Wake Me Up, When October Ends

Mike and Harley are joined by former Fed staffer and founder of QI Research, Danielle DiMartino Booth, to discuss her October 2023 recession call. For more information, https://www.simplify.us Investing involves risk including potential loss of principal. 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....

Aug 12, 202459 min

Keeping it Simple | Ep.38: Are We Fourth Turning Japanese? Or Is It Different this Time?

Neil Howe joins Mike and Harley for a discussion of cycles and saeculi. For more information, visit www.simplify.us Investing involves risk including potential loss of principal. 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 Commi...

Jul 15, 20241 hr 16 min

Keeping it Simple | Ep.37: India?!? I Hardly Know Ya!

Harley and Mike welcome Anupam Ghose from System Two Advisors to discuss the economic dynamics and investment opportunities in India. For more information, visit www.simplify.us Investing involves risk including potential loss of principal. 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 registrati...

Jun 18, 20241 hr 5 min

Keeping it Simple | Ep. 36: Divergence Is Bad, Mmm’K?

Professor and Author Peter Atwater joins the Simplify crew to discuss this special K-shaped economy. 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 Commissio...

May 14, 20241 hr

Keeping it Simple | Ep.35: Dawson’s Creek or One True Hill to Die On?

Cameron Dawson joins the Simplify crew for a debate on what’s really going on in the economy. 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 indicat...

Apr 15, 20241 hr 5 min

Keeping it Simple | Ep.34: Have the Martians Landed?

Industry legend, Jim Grant of Grant's Interest Rate Observer, joins Mike and Harley to discuss the soft landing, the Fed pivot, and other stories you might have been tempted to believe! 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 regi...

Mar 18, 20241 hr 4 min

Keeping it Simple | Ep.33: Goliath vs. Goliath

Matt Stoller joins Mike & Harley to discuss the growing issue of monopoly power and the role of the state. 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 do...

Feb 14, 20241 hr 8 min

Keeping it Simple | Ep.32: Variable or Variant Weather?

Tian Yang of Variant Perception joins Mike Green and Harley Bassman to discuss what opportunities and pitfalls 2024 may hold for global markets and investors. 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 end...

Jan 16, 20241 hr 2 min

Keeping it Simple | Ep. 31: Scoring with a Bank Shot…

Chris Whalen brings his banking expertise to Keeping it Simple. 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 lev...

Dec 19, 20231 hr 11 min

Keeping it Simple | Ep. 30: Erik Is "Going Nuclear"

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 p...

Nov 14, 20231 hr 2 min

Keeping it Simple | Ep. 29: Tastes Like Chicken

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 const...

Oct 17, 20231 hr 17 min

Keeping it Simple | Ep. 28: A Bitter Harvest? William White Makes the Case for Scarcity.

Famed economist William White joins Mike and Harley for a near future discussion. 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 b...

Sep 19, 20231 hr 3 min

Keeping it Simple | Ep. 27: Vanilla, Chocolate or Grimace - What flavor is the Dollar Milkshake?

Brent Johnson joins Harley and Mike for a discussion of the US dollar. 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 attain...

Aug 15, 20231 hr 5 min

Keeping it Simple on the Road | Ep.8: Market-Making is Making Markets

Noel Smith of Convex Asset Management joins Mike and Harley at the EQD conference in Las Vegas to discuss the changes in market structure created by high-frequency trading and short-tenor options. 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 r...

Aug 03, 202357 min

Keeping it Simple on the Road | Ep.7: Chasing the Curve

Chase Muller of One River Asset Management joins Mike and Harley to discuss the confusing risk-free rate curve and the state of US economy. 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 A...

Aug 01, 202355 min

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 d...

Jul 24, 202346 min

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 A...

Jul 17, 20231 hr 6 min

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...

Jun 12, 20231 hr 9 min

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...

May 09, 20231 hr 2 min

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 ...

Apr 18, 20231 hr 9 min

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 properl...

Mar 20, 20231 hr 2 min

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 cli...

Feb 17, 20231 hr

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 Ma...

Feb 14, 20231 hr 2 min