Harley Bassman

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, 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.

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.

Harley Bassman, Simplify Managing Partner and Author of The Convexity Maven, discusses bonds, mortgages, trading, and his new strategies TUA and MBTA. They explore the intricacies of trading mortgage-backed securities, the relationship between easing and steepening, the concept of hubris and ego in politics, the implications of the Federal Reserve staying tighter for longer, and a trade that expresses concerns about the financial system.