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34min chapter
MacroVoices #393 Harley Bassman: Convexity Spells Opportunity
Macro Voices
Analyzing Bond Market Risks
This chapter provides an analysis of various risks in the bond market, including inverted yield curves, credit risk in investment grade and junk bonds, and the implications of implied volatility and convexity. It also explores investment opportunities in 30-year Fannie Mae mortgage bonds and the creation of new bonds with a 5.5% coupon rate.
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