Harley Bassman: Bonds Are Fully Cooked Without an Imminent Recession

9 snips

Oct 1, 2024

Harley Bassman, managing partner at Simplify Asset Management, dives into the intricacies of the bond market. He argues that bonds are 'fully cooked' without a recession on the horizon. Bassman shares his top trading strategies, emphasizing selling interest rate volatility and leveraging agency MBS. He discusses navigating mortgage bonds, the impact of Fed policies, and the importance of risk management in credit markets. Listeners gain insights into the dynamics of interest rates and the essential role of diversification in investment strategies.