Entering the Fall '22 - Making Sense of Macro
ฝัง
- เผยแพร่เมื่อ 31 ธ.ค. 2024
- Simplify's Entering The Fall is a gathering of select financial and economic thought-leaders, innovators, and industry professionals to discuss the current investment outlook, product landscape, and regulatory backdrop.
Speakers:
Jim Bianco, President at Bianco Research
Michael Green, Portfolio Manager & Chief Strategist at Simplify
Mike Kantrowitz, Chief Investment Strategist at Piper Sandler
Moderated by Demetri Kofinas, Founder and Host of Hidden Forces Podcast
For more information, visit 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 This information is only current as of the date indicated, and may be superseded by subsequent market events or for other reasons.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.
46:32 The SPR release combined with higher rates will absolutely discourage the exploration and development of new wells. The distorted price signal is temporarily deflationary with inflationary consequences when the bill is due.
It is important to watch when the first rate cut occurs by the Fed after a rate tightening cycle. That is the signal to determine when to enter the market.
OMG I fell out of my chair when Mike Green said that the money supply wasn’t part of this inflation issue? And neither Bianco or the other guy critiqued him at all?
What alternate universe am I living in.
Excellent!
A bit hard to follow Demetri's questions but still pretty good video
It is a great conversation, but 3 years from now Mike green will still be blaming the “supply chain” for inflation. We aren’t trapped by Milton Friedman, he was right. Flooding the system with money, both monetary and fiscal causes inflation, which causes broad based price increases. I like Mike green, but he continuously tries to make simple problems into much harder ones.
Great conversation, thanks for sharing freely! Will get a donation in for Coney Prep next conference
Who is finding it difficult to trade....?
Thanks for posting
Those chairs tho
At 45m the moderator calling the globalization as good way for fixing inefficiency in the economy is bit funny ….
I wouldn’t call transferring millions of jobs to other cheaper country a good way to resolve inefficiency market .
Mike Green has a been wrong so wrong for so long , yet he still gets on stage. Such hubris
But he will be right about his passive theory --- and its not too far off -- passive has crossed the 50% mark
Do you need help on your trading?
Kantro is the man
Basically all these guys are saying the same thing.. ‘we need to keep handing out more credit to keep the Ponzi scheme alive and well. The alternative is a catastrophic deflationary collapse.’ The rest is just gobledigook.
Demetri asked a 5 min question! FFS, speak to him or get a different guy.
Those chairs look so uncomfortable lol
Looking forward to diving into all of these vids - thanks for posting all this info!
I want to play CoD with these guys!
*Despite the financial instability all over the world, I’m so excited I’ve been earning $45,000 from my $10,000 investment every 10days...*
HOW!!😊 I know it's possible, my sister always get 40K every week, I would appreciate if you show me how to go about it.
@@dr.bruceirene6076 After I got up to $300k trading with Mrs April Nicolle Jacob i bought a new House and I'm now able to send my kids to a better school in the states thanks to her. When someone is straight forward with what he or she is doing people will always speak up for them.
Her good reputation already speaks for her last month i invested over $100,000 with her and I've already made over $250,000 profit.
Oh please, how can someone get to speak with Mrs April Nicolle Jacob!!?
@@dr.bruceirene6076 You can message her here 👇👇
fantastic talk. these are the questions that I have been thinking about . Powell's motives, inflation as a transitory phenomenon, etc etc
Great talk.
Look at these four hilarious Monay morning quarterbacks... Year ago they were advising everyone to buy more Meta!
No they werent
None of the people up there are single stock guys. First two are macro and broad market, Jim is a rates guy, and Dimitri runs a econ/philosophy podcast.