MacroVoices #333 Harley Bassman: Inflation, Bond Yields, VIX vs. MOVE, Demographics & More
Macro Voices
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Is It a Recession?
Harley: The only real risk for flisca trade is how high the thed takes the front end up, because tey've to borrow money leverage at that rate. But in theory, bigger mortgage reats know what they're doing, and they hedge out that financing risk. At a one 30 spread, levered up seven to one. That's looking pretty interesting. So as a investments go, i kind of feel company with putting money there.
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