))
Harley Bassman: Bonds Are Fully Cooked Without an Imminent Recession
Manage episode 457271292 series 3627237
Kandungan disediakan oleh Jack Farley. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Jack Farley atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Harley Bassman, managing partner at Simplify Asset Management, outlines his favorite trades right now and explains why he thinks bonds are fully cooked without an imminent recession. He argues that selling interest rate vol is one of the best ways to play this fully cooked bond market and explains how new issue agency MBS and other callable bonds can be used to take advantage of the richness in bond volatility. Filmed on September 26, 2024.
Follow Monetary Matters on:
Apple Podcast https://rb.gy/s5qfyh
Spotify https://rb.gy/x56dx5
YouTube https://rb.gy/dpwxez
Follow Harley Bassman on Twitter https://x.com/ConvexityMaven
Follow Jack Farley on Twitter https://x.com/JackFarley96
Learn more about Simplify https://www.simplify.us
41 episod
Kongsi
