Forward Guidance

The Fed Is Burning Money | Harley Bassman

Jun 9, 2022
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Episode notes
1
Introduction
00:00 • 6min
2
The Vix for Bonds Is Going Crazy
05:44 • 4min
3
What Do You Think About the Vix for Treasuries?
09:41 • 1min
4
How to Manage Convexity and Option Risk
11:04 • 5min
5
Is the Federal Reserve Going to Blow Out Carvana?
15:56 • 4min
6
The Great Achilles Heel of Humanity, Ego
19:48 • 2min
7
Quantitative Tightening - Is It?
22:06 • 3min
8
Bit Dot Com - The Best Crypto Currency Trading Platform
25:06 • 5min
9
How Much of the Profit of This Trade Has Been Indicated Volatility?
30:29 • 3min
10
The Three Month Treasury Versus the Ten Year Treasury
33:49 • 5min
11
How Much More Pain Can We Have in the Long End?
39:19 • 2min
12
The Fed Driven Mortgage Rates Down
41:26 • 2min
13
Mortgage Back Securities That Melted Down, Uh, There Was Credit Risk
43:42 • 5min
14
How Much Over Treasuries Are You Getting?
48:23 • 2min
15
Prepayment Risk, Extension Risk, Security?
50:10 • 2min
16
Is This Something Investors Shouldn't Worry About?
51:42 • 4min
17
The Housing Market Is Going to Stop Dead in Its Tracks
55:41 • 3min
18
Is the Housing Market a Wily Kiote?
58:16 • 2min
19
Mortgage Bonds, Relative to Safe Assets, or Volatility?
01:00:09 • 2min
20
Is the Discount Rate Going Down?
01:01:56 • 3min
21
Long Term Call Options
01:04:43 • 2min