Forward Guidance
Where The Next Big Bond Trade Is Hiding | Harley Bassman
Oct 2, 2024
Harley Bassman, a renowned financial expert in the bond market, shares his insights on current economic conditions. He discusses what the bond market is signaling about a potential recession and the Fed's strategies. The conversation reveals the nuances of the MBS market and the connection between immigration policies and labor market dynamics. Bassman also analyzes credit spreads and the implications for investors, providing a captivating look at the ever-evolving landscape of finance.
49:34
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Quick takeaways
- Current bond market trends indicate a potential 'soft landing' rather than imminent recession, reflecting stability in GDP growth rates.
- The inversion of yield curves may not accurately predict economic downturns due to unique market conditions affecting long-duration securities.
Deep dives
Permissionless 3 Conference Overview
A significant upcoming cryptocurrency conference, Permissionless 3, is set to take place in Salt Lake City from October 9th to 11th. This event is expected to attract high-profile speakers, including well-known figures in the cryptocurrency space like Belaji, Chris Dixon, and seasoned macroeconomist Dan Taffiero. Participants will have the opportunity to engage with industry leaders and network with fellow enthusiasts within the crypto community. Additionally, a special live recording of a podcast segment will occur, providing attendees with a chance to meet the hosts and gain further insights.
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