Keeping it Simple | Ep. 53: Convexity Squared

About this episode

Michael Green and Harley Bassman discuss asymmetry in investing with guest Noel Smith.

Michael Green and Harley Bassman unpack asymmetry with Noel Smith of Convex Asset Management. Recorded: December 4th, 2025. For more information, visit https://www.simplify.us. Questions about the content discussed in this video? Please contact info@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…

People in this episode

Hosts: Michael Green, Harley Bassman

Guest: Noel Smith

Topics covered

• asymmetry
• investing
• financial strategies
• market events
• asset management

Keywords

• convexity
• asymmetry
• investing
• financial advice
• market analysis

Mentioned in this episode

Organizations: Convex Asset Management, Simplify Asset Management Inc.

More episodes of Keeping it Simple with Simplify Asset Management

• Keeping it Simple | Ep. 52: Passive Aggressive—Another One Cites the Bust · September 15, 2025 · 1h 5m
• Keeping it Simple | Ep. 51: Everything Else Is Credit · August 11, 2025 · 60 min
• Keeping it Simple | Ep. 50: And Yet It Moves! · July 16, 2025 · 1h 2m
• Keeping it Simple | Ep. 49: Sins of Commission — Did We Create a Subprime Crisis? · June 9, 2025 · 1h 4m
• Keeping it Simple | Ep. 48: The Forbidden Question — What’s Going on With China’s Trade Surplus? · May 6, 2025 · 1h 13m
• Keeping it Simple | Ep. 47: Are Interest Rates TooHig? Thoughts from Credit Markets · April 7, 2025 · 1h 3m