#402 – Paul Kim, Simplify Asset Management – Embracing Convexity Through The ETF Structure
Today’s guest is Paul Kim, co-founder and CEO of Simplify Asset Management, an ETF provider focused on helping advisors build better portfolios.
In today’s episode, Paul kicks it off by giving us an overview of Simplify and the firm’s focus on long volatility ETFs that either generate income or hedge downside risk. We discuss the ability to use options in the ETF structure, an idea Paul and his team have embraced to create convex strategies.
After looking back at Paul’s time at Pimco, we dive into some of his strategies. We touch on strategies that hedge bonds and stocks and even Simplify’s thematic health care ETF that gives 100% of the proceeds to charity.
-----
Follow Meb on Twitter, LinkedIn and YouTube
For detailed show notes, click here
To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com
-----
Sponsor: Today's episode is sponsored by The Active Share podcast. If you’re seeking the less obvious and are curious about the ever-changing world and how it affects investing, The Active Share podcast is for you. Hear thought-provoking conversations with thought leaders, company executives, and William Blair Investment Management’s own analysts and portfolio managers as they share unique perspectives on investing in a world that’s always evolving. Listen to The Active Share on Apple Podcasts, Google Podcasts, Stitcher, Spotify or TuneIn or visit here.
More episodes from The Meb Faber Show
Jim O'Shaughnessy, OSV - Unleashing The World's Infinite Potential | #465
Today’s guest is Jim O’Shaughnessy, founder and CEO of O’Shaughnessy Ventures. You may know Jim from his prior time at O’Shaughnessy Asset Management or from hosting the Infinite Loops …
Radio Show: The Gates Are Going Up! PLUS: The Set Up For Value & Trend-Following in 2023 | #464
Today's radio show is with Meb Faber & Colby Donovan. We cover:
- Global valuations update: where does the US rank?
- Is it too late to jump on the …
J.P. Morgan's Dr. David Kelly on Why He Believes Foreign Stocks Are Attractive, Inflation Will Subside, & The Debt Ceiling is a "Doomsday Machine" | #463
Today’s guest is Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management.
In today’s episode, Dr. Kelly shares his …
Porter Stansberry on a Potential Recession, Opportunities in Distressed Debt, & The Bull Case for Energy Stocks | #462
Today’s returning guest is Porter Stansberry, a leading financial writer and the founder of MarketWise. His newest venture, Porter & Company, was launched last year.
In today’s episode, …
Top Podcasts of 2022: Rob Arnott & Campbell Harvey, Whitney Baker, Harris “Kuppy” Kupperman, Marc Cohodes, & Peter Zeihan | #461
Today we’re sharing our 5 most popular episodes from 2022! We know it’s hard to listen to every episode, so we have the most downloaded episodes for …
Louisa Nicola – How To Perform At Your Best Physically & Mentally | #460
Today’s guest is Louisa Nicola, a neurophysiologist and human performance coach, and the founder of Neuro Athletics, which provides scientific …
How you can listen to this podcast
You can listen to episodes right here on the website, or if you prefer, in a podcast app. Listening in an app makes it easier to keep track of what you’ve already heard, listen without using your data plan and many other conveniences.