Considering adding CTA to my managed futures portfolio with DBMF and KMLM

Cem is crushing it , no-one has had a better handle on the markets as a whole in the last 12 months , absolutely NO-ONE

It is so interesting listening to them speaking about the chess pieces

Merry Christmas! Thanks for the overview of the rates. I was hoping for maybe some thoughts from Jason how this information may affect his positioning in AGGH.

How do you get Simplify merch? Love Eric’s shirt!

Anna has such a soothing voice. I hope she starts her own podcast.

Appreciate Harley bringing the other side in these. Phenomenal work, Anna!

Anna is fantastic! The fact that the macro gurus I respect (such as yourselves, Thoughtful Money, David Lin, et al) are increasingly interviewing her for insights is already a HIGH endorsement! 🚀

What a great guest. Nice play on the name in the title , what a good sport with a sense of humour . Refreshing. 🙌🏻👍🏻

Crazy how the mainstream can’t even acknowledge the burden of tariffs depends on the elasticity of supply and demand yet alone these are supply push dynamics that the fed shouldn’t respond too, thanks for some sanity

Anna is awesome!

Don't believe surveys. I was ones approached by a person who asked me to do one and I told him I don't live here I wouldn't know what to answer. He told me I will guide you and tell you the answers

That's a good point Michael raises about there being less children around because of collapsed birthrate and hence the less inflationary pressures at the early end of the lifecycle. I'm thinking it's not easy to fathom all the ways this can impact the economy. I can see it in dailyjobcuts website where you see so many schools closing down. I wonder if there is a toy sale index.

Beef with Lingonberry Sauce

Why does it always feel like Mike is pulling Harley along kicking and screaming with hard data? 😂

Nobody mention the title! I love it!

Great guest! Anna is sharp!

Too complex for the average guy like me, especially when the holdings are represented by 'total return contract' codes that I have no way of investigating. Example code: VMAQDSTRS.....what the hell is that?

Disappointed that Mike didn’t challenge him on inflation causes; why EU and most of the rest of the world see even higher inflation than US even though EU & ROW practiced austerity?

The example you gave is for 10 year Treasury. But this fund invests in short duration.

Cheat codes to what happens next, can’t believe this only has 17k views

Trend did great in 2008, 2010, 2014, 2019, and 2020, but the years 2015-2018 were difficult.

You know

Thanks for the interview. Great overview of the ETF.

Thanks for the continuous update! I am super excited about how my crypto investment is going so far, making over $28k weekly is an amazing gain

what value to society does celebrating breaking the pound bring, answer nothing ? seems like wealth transfer that enriched george and gave us DAs gone wild

Great discussion. The subtext is that what is in the interest of EU/rest of the world--post 1945--has diverged from that of the US such that the cost benefit analysis of the status quo from the US perspective has changed.

Surprised the video mentions MLPs and BDCs. Really nice video.

I nominate Gary Oldman to play SB in the to-be-written movie about the next great period of market turmoil

Are you guys going to create an AUDIO ONLY PODCAST from this series. I do not have time to watch KZbin....I listen to podcasts only.

as soon as scott says powell waiting until 2022 was political i turned this off as partisan nonsense. FOMC was one of the first DM banks to move and all moved within a few months of each other with the ECB being the last. no surprise coming from an interview with mike green

next time, give the audience a microphone!!!!

Not Cash and Carry. Lend Lease.

The only reason the dollar has not collapsed with all the QE is that China keep backing it up with trade. Those people think they can dictate China with sanctions are the stupid.

Mike, did you buy the call options?

Mr. Bassman does not need a fancy background 😎

39:02 - The best quote ever!

Gonna be good for the word disinformation to die, u should stop using it

How old is my definition of productivity - labor cost/profit ? I wonder when we replaced the typing pool with MS Office on a client-servier network, how much of the software+hardware was added to the unit of labor?

Great stuff, thanks again!

Jack Farley in the crowd! Good to see. Great talk with Scott, Mike. Let's see him in this new administration.

A lot has changed in a month

37:35 Very true I'll just add some inconvenient facts. China does that by setting the personal income tax starting threshold at ~80% percentile and taxing burger flippers and programmers alike with a 20% single rate payroll tax. Lots of Value Added Tax but no Capital Gains Tax. And it offers negative real rate loans and tax cuts to producers. It's a republican met dream.

Incredible group

If we don't include covid, neither party was inflationary

Thanks Scott

So what Harris was not a tax and spend donkey? Plz

Thanks for the info. Which simplify product captures agency MBS convexity?

Nice job guys. 👍

kaizen --> improvement 😀