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.
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Keeping it Simple | Ep. 42: Old Ironsides
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Michael Green, Harley Bassman, and Barry Knapp go old school.For more information, https://www.simplify.usInvesting 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 r…
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Keeping it Simple | Ep. 41: Can We Inflate Away Angrynomics?
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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.usInvesting involves risk including potential loss of principal. Simplify Asset Management Inc. is a Registered Investment Adviser. Advisory services are only offered to clients o…
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Keeping it Simple | Ep. 40: Damp Croissant or Jelly Spring?
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Andy Constan and Cem Karsan join Mike and Harley for a debate on market structure.For more information, https://www.simplify.usInvesting 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 Mana…
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Keeping it Simple | Ep.39: Wake Me Up, When October Ends
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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 …
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Keeping it Simple | Ep.38: Are We Fourth Turning Japanese? Or Is It Different this Time?
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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…
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Keeping it Simple | Ep.37: India?!? I Hardly Know Ya!
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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 clie…
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Keeping it Simple | Ep. 36: Divergence Is Bad, Mmm’K?
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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. an…
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Keeping it Simple | Ep.35: Dawson’s Creek or One True Hill to Die On?
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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 a…
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Keeping it Simple | Ep.34: Have the Martians Landed?
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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 cli…
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Keeping it Simple | Ep.33: Goliath vs. Goliath
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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 represen…
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Keeping it Simple | Ep.32: Variable or Variant Weather?
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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 InvestmentAdviser. Advisory services are only offered to clients or prospective clients wher…
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Keeping it Simple | Ep. 31: Scoring with a Bank Shot…
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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. S…
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Keeping it Simple | Ep. 30: Erik Is "Going Nuclear"
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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 …
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Keeping it Simple | Ep. 29: Tastes Like Chicken
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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 InvestmentAdviser. Advisory services are only offered to clients or prospective clien…
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Keeping it Simple | Ep. 28: A Bitter Harvest? William White Makes the Case for Scarcity.
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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 InvestmentAdviser. Advisory services are only offered to clients or prospective clientswhere Simplify Asset Managem…
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Keeping it Simple | Ep. 27: Vanilla, Chocolate or Grimace - What flavor is the Dollar Milkshake?
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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 InvestmentAdviser. Advisory services are only offered to clients or prospective clientswhere Simplify Asset Management Inc. and its representatives are properly licensed or exempt …
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Keeping it Simple on the Road | Ep.8: Market-Making is Making Markets
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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 InvestmentAdviser. Advisory services are only offered …
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Keeping it Simple on the Road | Ep.7: Chasing the Curve
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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 Sim…
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Keeping it Simple on the Road | Ep.6: Endeavoring to Diversify
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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 repr…
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Keeping it Simple | Ep. 26: Cheerfully Waiting for the End of the World
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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 Sim…
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Keeping it Simple | Ep. 25: Transitory or Purgatory?
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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 Simpl…
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Keeping it Simple | Ep. 24: We Don’t Need No Stinkin’ CFOs.
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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. _________________________________________________________________________________________________________________…
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Keeping it Simple | Ep. 23: The Great Rupture! I'll take your Freedom and raise you Happiness.
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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…
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Keeping it Simple | Ep. 22: Bank Runs Are Good For Stocks? Right?
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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 A…
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Keeping it Simple on the Road | Ep. 5: What's Priced In? The Evolving Role of Media in Financial Markets.
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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. _____________________________________________________________________________________________________________________…
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Keeping it Simple | Ep. 21: Do I Feel Lucky?
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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 A…
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Keeping it Simple | Ep. 20: Secular, Cyclical... it's all a fubar fugazi!
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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. _______________________________________________________________________________________________…
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Keeping it Simple | Ep. 19: Narrative Nation… Cool Story Bro…
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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. ___________________________________________________________________________________________________________________________________…
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Keeping it Simple | Ep.18: To Hedge or Not to Hedge... That is the Question
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Haley and Mike welcome Dean Curnutt to discuss the increased use of derivatives by heretofore conservative portfolio managers. For more information, visit http://www.simplify.us. _______________________________________________________________________________________________________________________________________ Important Disclosures Simplify Asse…
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Keeping it Simple | Ep.17: Who Do You Believe - The Bond Market or Your Lyin’ Eyes?
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David Rosenberg is perhaps the only bulge bracket Wall Street economist to anticipate the Sub-Prime Mortgage debacle that presaged the Great Financial Crisis. He joins our Michael Green and Harley Bassman to detail his once again not so “rosy” view of the US economy. For more information, visit http://www.simplify.us. ______________________________…
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Keeping it Simple | Ep. 16: WTH is with WTI?!?
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A look at commodities and managed futures with Charlie McGarraugh of Altis. For more information, visit http://www.simplify.us. _______________________________________________________________________________________________________________________________________ Important Disclosures Simplify Asset Management Inc. is a Registered Investment Advise…
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Keeping it Simple | Ep. 15: DeFiantly Optimistic
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James Bianco, a veteran of TradFi with considerable interest in DeFi, joins Mike Green and Harley Bassman for a discussion on the Fed and FinTech. https://www.simplify.us/news-media/ke... For more information, visit http://www.simplify.us. ______________________________________________________________________________________________________________…
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Keeping it Simple on the Road | Ep. 4: Flow to Fund Tails
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Mike and Harley welcome a new face to the volatility space. Kris Sidial left bank trading desks to launch Ambrus Group, a tail hedge provider using prop trading techniques to offset the cost of carrying tail protection. As the trio highlights, there are many ways to skin a cat! For more information, visit http://www.simplify.us. ___________________…
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Keeping it Simple on the Road | Ep. 3: 2020 From A Position of Strength
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Benn Eifert of QVR joins Harley and Mike to review the trading strategies that led to his explosive performance in 2020. Institutional grade discussion of variance swaps, volatility strategies and the dynamics of managing a portfolio from a position of strength. https://www.simplify.us/news-media/ki... For more information, visit http://www.simplif…
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Keeping it Simple on the Road | Ep. 2: I'll Take Two, Utah... Two!
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Chris Cole of Artemis Fund rejoins Mike and Harley in a long-awaited reprise of their discussion at EQD in 2018. In a wide-ranging discussion, they touch on Fed policy, inflationary threats and the dynamics of a long volatility allocation in portfolios. https://www.simplify.us/news-media/ki... For more information, visit http://www.simplify.us. ___…
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Keeping it Simple | Ep. 14: Suppose They Gave a War and Nobody Came?
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Harley gets back up in his inflation rants as Simplify welcomes Lyn Alden to KIS. Join us for a spirited discussion on the dynamics of inflation and policy in a world restructured by the pandemic, war and shifting alliances. For more information, visit http://www.simplify.us. _________________________________________________________________________…
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Keeping it Simple | Ep. 13: This Timing is Different… The Case For Technicals
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Simplify's Michael Green and Harley Bassman are joined by Chartered Market Technician, Andrew Thrasher, to discuss market technicals and volatility as it pertains to practitioners. For more information, visit http://www.simplify.us. _____________________________________________________________________________________________________________________…
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Keeping it Simple on the Road | Ep. 1: Investing in Innovation from a National Security perspective
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Mike Green discusses the new Solactive-Whitney US Critical Technology Index with Steffen Scheuble and John M B O'Connor. For more information, visit http://www.simplify.us. _______________________________________________________________________________________________________________________________________ Important Disclosures Simplify Asset Mana…
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Keeping it Simple | Ep. 12: Can Bonds still Shield your Portfolio?
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Simplify’s Michael Green and Harley Bassman are joined by bond bull and financial content creator, Steven van Metre, for a discussion on the future of bonds and content creation in building a brand and practice. https://www.simplify.us/news-media/ke... For more information, visit http://www.simplify.us. _____________________________________________…
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Keeping it Simple | Ep. 11: The Evolution of Finance... What Does the Future HODL?
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Michael Green and Harley Bassman welcome legendary Professor Campbell Harvey to discuss the future of the financial landscape and what it means for Wall Street's fat cats. https://www.simplify.us/news-media/ke... For more information, visit http://www.simplify.us. _____________________________________________________________________________________…
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Keeping it Simple | Ep. 10: Negative Real Rates & the Global Debt Burden... This is Fine Right?
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Internationally renowned economist Lacy Hunt joins Harley Bassman and Michael Green from Simplify Asset Management, to discuss the implications of over-indebtedness for inflation and interest rates. https://www.simplify.us/news-media/ke... For more information, visit http://www.simplify.us. __________________________________________________________…
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Keeping it Simple | Ep. 9: Portfolio Efficiency and Return Stacking
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Michael Green and Harley Bassman together with guest Corey Hoffstein, CIO at Newfound Research, discuss portfolio efficiency and return stacking strategies. For more information, visit http://www.simplify.us. _______________________________________________________________________________________________________________________________________ Impor…
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Keeping it Simple | Ep. 8: Inflation Nerd Death Match!
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Michael Green and Harley Bassman welcome Jeff Snider for a VERY detailed conversation on money supply and what the bond market is telling us about inflation. *Disclaimer: No nerds were harmed in the recording of this podcast. For more information, visit http://www.simplify.us. ________________________________________________________________________…
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