Відео

did simplify hire cathy wood?

superb conversation (listening from India)

Are children expensive especially in a developed society? Compared to child labor in an agricultural economy. Can we forget "It's relative?"

2:30

Very helpful. Thank you. Interplay among convexity, spreads, implied vol, inverted yield curve, etc. Very helpful for understanding this stuff.

I'm long India. But GDP growth is a bad argument. Demographics, FDI..etc..but the stock market is not GDP and you can look at the last 10 or 20 years in China for that.

this indian is painting such a bulish picture of India as if he is being spied on using Pegasus and income tax authorities, CBI and Enforcement directorate are after him. India spends only .39% of its gdp on research, 1/3 of world's stunted and malnutrition children are in India, worst air quality, water shortage, food adulteration, lack of medical welfare, education system is outdated, brain drain has increased by 85% in the last ten years, 1.2 million high net worth individuals have given up Indian citizenship in the last ten years. I can go on and on, but you only have to look at our illiterate political leaders to understand the caliber and maturity of our population. Religion, caste and reservation system have deprived this nation of its long due economic prosperity thats why indians do so well when we are settled abroad. We are born in this country to leave it period.

On birth rates, everyone misses the effects of industrialization. People living on farms and rural villages are poor, yet they work from home and have time to spend with their families and space to set another bed. Even small stores or bakeries have children of the vendors right there in the shop. Once they move to cities and factories, they work long hours apart from their families, often far away, and they have much smaller dwellings which are often shared with strangers. Rich people have more kids than lower middle class factory workers because they can. Birth rates are so low throughout much of the world today because costs of living are high relative to wages, while working hours are long and apart from family. These dynamics make child rearing exceptionally difficult. I also think its quite snobbish to say that immigration “solves” this low birth rate problem. Whenever I hear that I think “what are we to you? Numbers on a ledger? Widgets that can be replaced by identical ones from abroad?” People who want to have kids should have a reasonable way to do so, and that often isn’t the case. Preventing people from having kids through systemic industrial poverty while bringing in loads of immigrants to replace them leads to anger and social problems which should be obvious to other humans, even if they make enough money so that they don’t have to deal with those problems personally.

Ok, I think yo should try again. Not as informative as usual.

Democracy vs Dictatorship is a very different decision than government-led economy vs more open capitalism. The periods of rapid growth in Japan, then South Korea, then China have all used state-sanctioned economic policies and favored industrial champions, yet they have very different forms of government.

Cheating is endemic in the culture over there. Can't trust management and can't trust auditors making it uninvestable for the foreseeable future

2000 shares and I receive monthly rent like an apartment owner in Baltimore. Just without all the trouble around 😊

The best fund next to yieldmax 💰💰💰💰💰

Interesting conversation, guys. Thanks!

Looking at Simplify's current top 5 sellers beyond $200m Net Assets the sequence is: *SVOL* ($966m) - *MTBA* ($714m) - *TUA* ($517m) - *HIGH* ($420m) - *AGGH* ($201m). I'd have appreciated a slide showing how *CRDT* fits in the portfolio resp. how it's approach differs from that of other ETF labeled 'Alternative' or 'Fixed Income'.

To Prof. Atwater, you know darn well there will be no glut of engineers or computer science grads. The colleges and universities will sell the empty seats to wealthy foreigners. Paleeese!

Michael Green absolutely nailed it @47:00. I am exactly that demographic. Retired, asset rich and income poor, except that I would add is, some of us are "intentionally" income poor. I don't understand what he means when he states that during covid "we gave a lot of money to old people". What did I miss out on?

BLS use the Quarterly Census of Employment and Wages for the basis of the birth-death adjustment, not the business formations stats that you cited (www.bls.gov/opub/hom/ces/calculation.htm#business-births-and-deaths). The business net births from the QCEM is a lot less pronounced (although still strong) that what you showed

Before fees and expenses? What is the net?

I think this talk woulld be more interesting if each of these speakers shared their bank account balance with the viewers

Is it making gains though ?

Authoritarian - trying to take down your opponent w the DOJ

Harleys so cute

Any plan to pay dividend to investors?

Interesting discussion. One thing I always hear that I have to push back on is the lack of trade jobs … I lost a lot in the GFC when my career in HVAC was de-railed, and I remember very well the voices from the top saying that construction workers needed to re-train, telling them to learn to code. Now those voices are telling programmers to learn a trade, but these jobs are all cyclical and they always push people to the last shortage. So many people have recently been crushed by getting into trucking at the top of the 2021 freight boom, and this isn’t even acknowledged by those at the top.

Loved the discussion as always

Harley, fyi Top Earner Florida via Zip Recruiter. All are 25%> than Median. Plumber $74,000 Electrician $64,000 Welder $48,000 Owning a plumbing company, sure $200k, but that's not the 95%. Helping you be in touch, the numbers you pitch are double accurate and actual wages.

Great discussion. Thanks to all three of you for your time.

I agree with Mike that a fine arts degree is pretty much useless in terms of qualifying you for a job but I think he misses the point. I have a bachelor' of arts degree. It didn't qualify me for any job. That is true. However I did learn philosophy, political economy. The media, and many of those subjects are becoming more relevant today.

always excellent research; mike has to be one of the most smart people ive ever listened speak on markets.

The "entitled snowflakes" are breaking their backs to do all the actual work for entitled and incompetent DEI hires Harley, isn't it so interesting how you have a whole ethnostate where that isn't an issue?

Harley sounds like such a prick throughout this, no sympathy for the less fortunate while HE ADMITTED IN A PREVIOUS EPISODE HE BOUGHT HIS SPOILED BRAT CHILDREN A MANSION

Interesting discussion. I would argue that we are getting further and further away from Friedman and the invisible hand, and this is why we are having this increasing dichotomy in society. The surge in government intervention in our lives: education, health, retirement has resulted in a surge of dependency/ lack of self reliance, lack of frugality, and increase expense of everything. Redistribution always results in a smaller pie. Thank you!

Increasing difference offers negatively convex returns over time. So, maybe difference isn't a strength after all.

Up and down, not left or right. On the good old days it was the same thing. Rather than your position on gender or whatnot

@25:09 - I know someone who did that. I call him the man in the mirror.

the analyst who died was a millenial

You guys have left the reservation this time 😂

“Generous to pass it along”!!! Fool. Get this guy out of here. Waste of time

Will FIG discontinue outsized tactical trades on individual stocks and adhere more to its ETF description?

You could sample the unemployment data from small businesses, by simply going outside unemployment offices and sampling the data. I call it management by asking questions in person. Porter and Moses went to Florida to check the housing market. No better time to get to know plebs, deplorables, voting sheep, subjects of the oligarchy and the salt the earth. In short the little people from the BP oil spill. The english language is bad and awful because so many words are similar, reused etcetera.

That's my boy!

Been following Mike for a long time. He seems pushed to the wall and insecure. Pain is worst right before the turning point.

For bond investors that thought Simplify bond funds have some magic, several of these funds had large cuts in distributions recently... AGGH 33% cut from last month HIGH 33% cut in last two months BUCK 44% cut from last month I appreciate the macro level report. Let's get these types of negative updates as well.

Bitcoin idiocy is astonishing.

Really look forward to these market updates. IMO you are underestimating the nefarious decisions of politicins. Short term thinking and corruption

When will we get simplify products in Europe!?

What exactly is the strategy with FIG where you have sold uncovered calls on CVNA and bought puts on the same name? Why is this fund filled up with your other funds as holdings?

From its inception in May 2022 to May 2024, FIG is down 20%. In the same period, the S&P500 is up 20%. So yes, FIG is underperforming the market by 40%.

Great format, and I appreciate the length of the video.