The Market Huddle

Boomers Are Like Locusts (guest: Harley Bassman)

Oct 8, 2021

02:19:59

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Episode notes

Fixed Income Futures

01:33

The Book of Teil Book, Is the Conversion Factor Book, and It Makes a Difference

02:05

The Fed Wants Inflation, and You Get Out of Debt by Default?

01:54

Introduction

4min

Simplify Asset Management

3min

The Solomon Brothers Arbitrage Desk and the Mortgage Guys

3min

How to Trade a Mortgage Bond?

3min

The Monroe Trader

2min

When Did the S and L Crisis Come to a Head?

3min

The Government's Trying to Save the S

2min

The Book of Teil Book, Is the Conversion Factor Book, and It Makes a Difference

2min

The Convexity of a Bond

4min

10.

How to Buy and Sell Futures

3min

11.

Fixed Income Futures

2min

12.

Bond Options Trading

2min

13.

What's the Difference Between a Wolf of Wall Street and a Decapri?

2min

14.

Isda

2min

15.

What Is the Volatility Curve?

4min

16.

Is This the Time for to Hedge Some of Your Intrastory Risk?

2min

17.

Do You Think Rates Are Going Up?

4min

18.

Are We on the Start of a Tightening Cycle?

5min

19.

Is the Fed Going to Peg the Long End of the Curve?

3min

20.

The Fed Wants Inflation, and You Get Out of Debt by Default?

2min

21.

Can You Get Higher Rates, Lowly, but Quickly?

4min

22.

Do You Think Rates Are Going to Go Up?

2min

23.

The Market Is Underestimating the Probability of a Real Inflation

3min

24.

Stacks Benefit From Inflationary Environments

2min

25.

What's Been the Highlight of All the Different Trips?

2min

26.

What's the Magic Crawl?

4min

27.

The Top Three Things to Watch This Week

3min

28.

Will Opex Leave It as a Quieter?

4min

29.

Is the U.S. Dollar Going Up?

4min

30.

Is Tas Still Very Weak?

2min

31.

The Stocks Have Done Well, and I Don't Understand It, Patrick T.

2min

32.

How to Pull That Up Quickly?

5min

33.

The Tart Bill

5min

34.

Bond Trading - Skin in the Game

4min

35.

Is Us O Tracking the Price of Oil?

4min

36.

Trade Options, You Can Limit Your Loss

5min

37.

Is Oil Going to a Hundred Hundred Dollar Barrel?

5min

38.

How to Use the Crowding to Your Advantage

2min

39.

How to Abandon or Reduce a Trading Theme

5min

40.

What if I'm Wrong?

2min

41.

The Market Huddle - Is There a Solution?

3min

42.

Jim Grant, Rob Cotman Acoten, and Casper Mattresses

6min

43.

Lena's Bachelor Party

5min

44.

I'll Let You Have Fun, or We Will Not

2min

In this episode, Patrick Ceresna and Kevin Muir welcome the Convexity Maven, Harley Bassman to the show. Harley takes us on a tour of bond trading during the golden age of Liar’s Poker and shares why he thinks rates are headed higher in the coming years.

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