This was a really fun interview I recently did with Jack Forehand and Justin Carbonneau of Validea Capital. This is one of the first times (maybe the first time ever?) where I've laid out my overarching methodology and process for [...]
Here's my recent interview with Oliver Renick on TD Ameritrade TV. We discussed my concept of bond escape velocity. You can watch the entire interview at this link or below, but the summary is this: When interest rates get high [...]
In our full year outlook for 2023 we discussed the trimodal distribution set and probabilities of a smooth, bumpy and hard landing. We said the economy was most likely to be "bumpy" this year with a moderately higher chance of [...]
Here's the replay of last week's Simplify Podcast in case you missed it. I joined Harley Bassman and Mike Green to discuss the macro landscape and where the economy might be headed. This was a good one and we covered [...]
I want to invite you to a live recording of the Simplify Asset Management podcast, Keeping It Simple. We'll be recording next Thursday at 4:30 ET after the market closes. I'll be joining Harley Bassman and Mike Green. Harley and [...]
Here's an interview from last week on Public.com where I discuss the macro landscape. Topics include: What is hyperinflation and is there a risk of it occurring in the USA? How banks create money and why the recent Fed programs [...]
Cullen was on TD Ameritrade network (link here) discussing the interesting dynamics at work at this stage in the economic cycle. The interview includes thoughts on: Classic late stage credit booms How housing is being impacted by the interest rate [...]