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.
MacroVoices Erik Townsend and Patrick Ceresna welcome Harley Bassman (Convexity Maven) to the show to discuss the relationship between inflation and bond yields, why the stock market has been so resilient in the face of worsening macro data, and much more. https://bit.ly/3zkH2Mp
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