Episoder

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

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

    · Keeping it Simple with Simplify Asset Management

    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 [email protected].

    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 content is 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 This information is only current as of the date indicated and may be superseded by subsequent market events or for other reasons.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.

  • Keeping it Simple | Ep. 42: Old Ironsides

    Keeping it Simple | Ep. 42: Old Ironsides

    · Keeping it Simple with Simplify Asset Management

    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 [email protected] 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 content is 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.

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

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

    · Keeping it Simple with Simplify Asset Management

    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 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 content is 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.

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

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

    · Keeping it Simple with Simplify Asset Management

    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 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 content is 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.

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

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

    · Keeping it Simple with Simplify Asset Management

    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. 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 content is 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.

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

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

    · Keeping it Simple with Simplify Asset Management

    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 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 content is 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.

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

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

    · Keeping it Simple with Simplify Asset Management

    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 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 content is 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.

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

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

    · Keeping it Simple with Simplify Asset Management

    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 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.

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

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

    · Keeping it Simple with Simplify Asset Management

    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 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 beforeimplementing any strategy. This content is 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.

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

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

    · Keeping it Simple with Simplify Asset Management

    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 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 beforeimplementing any strategy. This content is 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.

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

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

    · Keeping it Simple with Simplify Asset Management

    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 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 beforeimplementing any strategy. This content is 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.

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

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

    · Keeping it Simple with Simplify Asset Management

    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 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 beforeimplementing any strategy. This content is not intended to provide investment, tax, or legal advice.

    This content is solely for informational purposes and does notintend to make an offer or solicitation for the sale or purchase of anyspecific 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 andcompleteness 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.

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


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

    · Keeping it Simple with Simplify Asset Management

    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 level of skill or ability. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This content is 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.

  • Keeping it Simple | Ep. 30: Erik Is

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

    · Keeping it Simple with Simplify Asset Management

    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 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 content is 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.

  • Keeping it Simple | Ep. 29: Tastes Like Chicken

    Keeping it Simple | Ep. 29: Tastes Like Chicken

    · Keeping it Simple with Simplify Asset Management

    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 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 consultwith a qualified financial adviser and/or tax professional before implementing any strategy.

    This content is not intended to provide investment, tax, or legaladvice. This content is solely for informational purposes anddoes 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 otherreasons. Neither the author nor Simplify Asset Management Inc. undertakes to advise you of any changes in the views expressed herein.

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

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

    · Keeping it Simple with Simplify Asset Management

    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 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 content is not intended to provide investment, tax, or legaladvice. This content is solely for informational purposes anddoes not intend to make an offer or solicitation for the sale or purchase ofany 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.

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

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

    · Keeping it Simple with Simplify Asset Management

    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 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 content is 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 materialsare 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.

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

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

    · Keeping it Simple with Simplify Asset Management

    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 to clients or prospective clientswhere Simplify Asset Management Inc. and its representatives are properly licensed or exempt from licensure. SEC registration does not constitute anendorsement 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 content is 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 materialsare 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.

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

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

    · Keeping it Simple with Simplify Asset Management

    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 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 content is 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.

  • Keeping it Simple on the Road | Ep.6: Endeavoring to Diversify

    Keeping it Simple on the Road | Ep.6: Endeavoring to Diversify

    · Keeping it Simple with Simplify Asset Management

    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 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.

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