Harley Bassman, a portfolio manager at Simplify Asset Management and the renowned Convexity Maven, shares insights into mortgage-backed securities and their pivotal role in the bond market. He breaks down complex concepts and common misconceptions, also discussing the impact of demographics on economic trends. The conversation further explores trading strategies in agency bonds amidst rising interest rates and offers intriguing perspectives on current market dynamics, including gold and uranium trends.

Harley Bassman, legendary bond investor, discusses the round trip of bond market yields, the risks of convexity, selling covered calls, the mechanics of mortgages and the mortgage spread, hedging risk assets, and expressing views on rates in the bond market.

Harley Bassman, a Wall Street veteran with a rich background from Merrill Lynch to Simplify Asset Management, dives deep into the bond market's dynamics. He elucidates how Fed funds rates relate to inflation and long-term bonds, shedding light on market stability. The discussion transitions to innovative derivative strategies within ETFs, making sophisticated tools accessible even to everyday investors. Bassman also examines the complexities of mortgage rates, their effects on housing, and the current economic outlook, providing valuable insights for savvy traders.

Convexity Maven Harley Bassman joins MacroVoices to discuss why traders who understand convexity are being rewarded. They also delve into topics such as inflation, bond market risks, Simplify Asset Management's new product, crude oil market developments, market trends, and the Fed's impact.

Harley Bassman, managing partner at Simplify Asset Management and creator of Convexity Maven, dives into the bond market's response to Trump's election victory. He discusses the surprising rise in Treasury yields amidst anticipated Fed rate cuts. The conversation shifts to how investor sentiment is reshaping expectations around regulatory changes and market volatility. Bassman also explores the interplay of economic policies and political pressures during Trump's term, revealing the complexities of navigating such a turbulent financial landscape.