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Monetary Matters with Jack Farley
Monetary Matters with Jack Farley

Harley Bassman: Bonds Are Fully Cooked Without an Imminent Recession

1 tim 14 min•1 oktober 2024
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Om avsnittet

Harley Bassman, managing partner at Simplify Asset Management, outlines his favorite trades right now and explains why he thinks bonds are fully cooked without an imminent recession. He argues that selling interest rate vol is one of the best ways to play this fully cooked bond market and explains how new issue agency MBS and other callable bonds can be used to take advantage of the richness in bond volatility. Filmed on September 26, 2024.


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Learn more about Simplify https://www.simplify.us

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