Harley Bassman: Bonds Are Fully Cooked Without an Imminent Recession
Oct 01, 2024•1 hr 14 min
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
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
For the best experience, listen in Metacast app for iOS or Android