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Keeping it Simple | Ep. 48: The Forbidden Question — What’s Going on With China’s Trade Surplus?
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Keeping it Simple | Ep. 47: Are Interest Rates TooHig? Thoughts from Credit Markets
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Keeping it Simple | Ep. 46: With a Liquid Howell, She Cried More, More, More
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Keeping it Simple | Ep. 45: Valentin Haddad — No Love For EMH
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Keeping it Simple | Ep. 44: Cosmic Latte
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Keeping it Simple | Ep. 43: All the Wong Answers
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Keeping it Simple | Ep. 42: Old Ironsides
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Keeping it Simple | Ep. 41: Can We Inflate Away Angrynomics?
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Keeping it Simple | Ep. 40: Damp Croissant or Jelly Spring?
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Keeping it Simple | Ep.39: Wake Me Up, When October Ends
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Keeping it Simple | Ep.38: Are We Fourth Turning Japanese? Or Is It Different this Time?
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Keeping it Simple | Ep.37: India?!? I Hardly Know Ya!
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Keeping it Simple | Ep. 36: Divergence Is Bad, Mmm’K?
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Keeping it Simple | Ep.35: Dawson’s Creek or One True Hill to Die On?
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Keeping it Simple | Ep.34: Have the Martians Landed?
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Keeping it Simple | Ep.33: Goliath vs. Goliath
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Keeping it Simple | Ep.32: Variable or Variant Weather?
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Keeping it Simple | Ep. 31: Scoring with a Bank Shot…
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Keeping it Simple | Ep. 30: Erik Is "Going Nuclear"
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Keeping it Simple | Ep. 29: Tastes Like Chicken
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Keeping it Simple | Ep. 28: A Bitter Harvest? William White Makes the Case for Scarcity.
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Keeping it Simple | Ep. 27: Vanilla, Chocolate or Grimace - What flavor is the Dollar Milkshake?
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Keeping it Simple on the Road | Ep.8: Market-Making is Making Markets
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Keeping it Simple on the Road | Ep.7: Chasing the Curve
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Keeping it Simple on the Road | Ep.6: Endeavoring to Diversify
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Keeping it Simple | Ep. 26: Cheerfully Waiting for the End of the World
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Keeping it Simple | Ep. 25: Transitory or Purgatory?
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Keeping it Simple | Ep. 24: We Don’t Need No Stinkin’ CFOs.
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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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Keeping it Simple | Ep. 22: Bank Runs Are Good For Stocks? Right?
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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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Keeping it Simple | Ep. 21: Do I Feel Lucky?
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Keeping it Simple | Ep. 20: Secular, Cyclical... it's all a fubar fugazi!
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Keeping it Simple | Ep. 19: Narrative Nation… Cool Story Bro…
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Keeping it Simple | Ep.18: To Hedge or Not to Hedge... That is the Question
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Keeping it Simple | Ep.17: Who Do You Believe - The Bond Market or Your Lyin’ Eyes?
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Keeping it Simple | Ep. 16: WTH is with WTI?!?
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Keeping it Simple | Ep. 15: DeFiantly Optimistic
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Keeping it Simple on the Road | Ep. 4: Flow to Fund Tails
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Keeping it Simple on the Road | Ep. 3: 2020 From A Position of Strength
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Keeping it Simple on the Road | Ep. 2: I'll Take Two, Utah... Two!
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Keeping it Simple | Ep. 14: Suppose They Gave a War and Nobody Came?
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Keeping it Simple | Ep. 13: This Timing is Different… The Case For Technicals
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Keeping it Simple on the Road | Ep. 1: Investing in Innovation from a National Security perspective
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Keeping it Simple | Ep. 12: Can Bonds still Shield your Portfolio?
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Keeping it Simple | Ep. 11: The Evolution of Finance... What Does the Future HODL?
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Keeping it Simple | Ep. 10: Negative Real Rates & the Global Debt Burden... This is Fine Right?
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Keeping it Simple | Ep. 9: Portfolio Efficiency and Return Stacking
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Keeping it Simple | Ep. 8: Inflation Nerd Death Match!
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