Shows
The Grant Williams PodcastThe End Game Ep. 57 - Harley Bassman PREVIEWIn the latest episode of The End Game, Fleck and I welcome back Harley Bassman—aka the ‘Convexity Maven’—for a deep dive into the shifting landscape of global bond markets, inflation, and the future of the US dollar. Harley contends that while US bond yields have risen sharply in recent years, they are now approaching fair value when measured against historical spreads and nominal GDP. The real challenge, he argues, lies in the rapid adjustment after decades of suppressed rates, and in how markets adapt to this new reality.
Our discussion explores the profound impact of demograp...2025-06-0730 min
Keeping it Simple with Simplify Asset ManagementKeeping it Simple | Ep. 46: With a Liquid Howell, She Cried More, More, MoreMichael Green and Harley Bassman are joined by global macro expert Michael Howell to discuss the state of liquidity.For more information, https://www.simplify.us. Questions about the content discussed in this video? Please contact info@simplify.us.Simplify Asset Management Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Simplify Asset Management Inc. and its representatives are properly licensed or exempt from licensure. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of...2025-03-101h 00
Hedge Fund HuddleThe rise of ETFs and what it means for hedge fundsExchange-traded funds, otherwise known as ETFs, have been growing in popularity and are expected to continue to do so in the future. Just what is it that makes them so attractive and are they something hedge funds should be paying more attention to? To help us find out we talk to Wesley Gray, CEO, Alpha Architect and Harley Bassman, Managing Partner at Simplify.2025-01-1642 min
Keeping it Simple with Simplify Asset ManagementKeeping it Simple | Ep. 44: Cosmic LatteLeland Miller joins Michael Green and Harley Bassman to discuss what the China Beige Book reveals about the investment universe.
For more information, https://www.simplify.us. Questions about the content discussed in this video? Please contact info@simplify.us.
Simplify Asset Management Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Simplify Asset Management Inc. and its representatives are properly licensed or exempt from licensure. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has...2025-01-131h 03
Keeping it Simple with Simplify Asset ManagementKeeping it Simple | Ep. 43: All the Wong AnswersBloomberg Economics' Anna Wong has been nailing the data. Join Michael Green, CFA and Harley Bassman to discuss what she sees.
For more information, https://www.simplify.us. Questions about the content discussed in this video? Please contact info@simplify.us.
Simplify Asset Management Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Simplify Asset Management Inc. and its representatives are properly licensed or exempt from licensure. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate...2024-12-171h 01
Behind the Markets PodcastThe best opportunities for fixed income investorsShow from 06/12/24
Host Jeremy Schwartz and Professor Siegel discuss recent economic indicators, highlighting stable jobless claims, a neutral unemployment rate, and market reactions to labor reports. The Professor comments on inflation expectations, monetary policy, and a potential December equity rally while cautioning against market consensus. He forecasts moderate Fed rate cuts in 2025 and notes AI's role in future productivity. (16:00) Jeremy continues with guests Harley Bassman of Simplify and Dave Goodson of Voya, exploring fixed income strategies and opportunities in the mortgage and securitized credit markets. They discuss the appeal of newly issued mortgage bonds, challenges in the corporate credit landscape...2024-12-0653 min
Keeping it Simple with Simplify Asset ManagementKeeping it Simple | Ep. 42: Old IronsidesMichael Green, Harley Bassman, and Barry Knapp go old school.
For more information, https://www.simplify.us. Questions about the content discussed in this video? Please contact info@simplify.us.
Simplify Asset Management Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Simplify Asset Management Inc. and its representatives are properly licensed or exempt from licensure. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability. Be sure to first consult with...2024-11-181h 07
The Borrow Smart ConversationUnderstand The MOVE Index and Interest Rates New NormalHarley Bassman’s Convexity Maven publication is a commentary on the bond market and macroeconomics, particularly focusing on the relationship between interest rate options and the 2024 US Presidential Election. The author analyzes the MOVE Index, a measure of implied volatility in the bond market, and how its recent jump signifies a significant level of uncertainty surrounding the election outcome. Bassman draws parallels to past events like the 1991 Gulf War to illustrate similar market behavior during times of "known unknowns," where the risk is clear but the result is uncertain. He concludes by suggesting that despite the elevated volatility, the mar...2024-11-0815 min
Odd LotsHarley Bassman on Trump, the Fed, and the Bond MarketThe US election is over and Donald Trump has won a second term as president. Stocks have rallied on Trump's win, of course, but some of the more interesting moves have taken place in the bond market. Not only have yields on US Treasuries shot up, but expectations for volatility in the world's most important market were also shifting higher ahead of Trump's win. All of this is happening even though the Federal Reserve is widely expected to cut benchmark rates again this week. So what's driving higher yields? On this episode, we speak with Harley Bassman, managing partner...2024-11-0724 min
FICC FocusActive Muni ETFs Are a Brave New World: Masters of the MuniverseThe record growth in municipal bond ETFs, and more specifically actively managed muni ETFs, has led to more innovative alternative strategies. In this episode of Bloomberg Intelligence’s Masters of the Muniverse podcast, hosts Eric Kazatsky and Karen Altamirano are joined by Harley Bassman, managing partner at Simplify Asset Management. They discuss Simplify’s ETF strategies and how option selling can improve a portfolio’s risk-adjusted returns.2024-10-1848 min
Macro VoicesMacroVoices #449 Harley Bassman: The Magic of MortgagesMacroVoices Erik Townsend & Patrick Ceresna welcome back, Harley Bassman. They will discuss mortgage backed securities and the best way to trade them. https://bit.ly/4ezISv9
⚫ Follow Harley Bassman on X: https://www.x.com/ConvexityMaven
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🔴 Check out...2024-10-1055 min
Forward GuidanceWhere The Next Big Bond Trade Is Hiding | Harley BassmanIn this episode, Harley Bassman joins the show to discuss what the bond market is pricing, the Fed’s master plan, and if we can see a second wave of inflation. We also delve into the MBS market, the impact of immigration on the labor market, credit spreads, and much more. Enjoy!__Follow Harley Bassman: https://x.com/ConvexityMavenCheck out Harley’s website: https://www.convexitymaven.comFollow Felix: https://x.com/fejau_incFollow Forward Guidance: https://twitter.com/ForwardGuidanceFollow Blockworks: https://twitter.com/Bloc...2024-10-0249 min
Monetary Matters with Jack FarleyHarley Bassman: Bonds Are Fully Cooked Without an Imminent RecessionHarley 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.Follow Monetary Matters on:Apple Podcast https://rb.gy/s5qfyhSpotify https://rb.gy/x56dx52024-10-011h 13
Lead-Lag LiveHarley Bassman on Bond Market Dynamics, Derivative Strategies, and Long-Term Interest Rate TrendsEver wondered how the dynamic world of bond markets can impact your investments? Join us as we engage with Harley Bassman, a Wall Street veteran, to uncover the intricate relationship between Fed funds rates, two-year notes, and their broader implications for inflation and long-term bonds. Harley's extensive career, from Merrill Lynch to Simplify Asset Management, provides a unique lens through which we explore the future of interest rates and market stability.We then shift our focus to the innovative strategies of Simplify Asset Management and their groundbreaking use of derivatives within ETFs. Discover how these professional tools...2024-09-2747 min
Off The Desk On TradewebBond Market Mastery: Harley Bassman on Mortgages, the Fed Rates and ConvexityIn this episode of Tradeweb’s Off the Desk podcast, Bhas Nalabothula, Head of U.S. Institutional Rates at Tradeweb, speaks with Harley Bassman, the well-known "Convexity Maven." Together, they explore key topics shaping the bond market, including the dynamics of mortgage-backed securities, the importance of convexity, and the rise of the MOVE Index.
To learn more about Tradeweb's suite of automated trading products, please go to Tradeweb.com.
The materials contained herein do not include all relevant information regarding the topics presented and are qualified in their entirety by the commentary and discussion in th...2024-09-2323 min
Street SignalsHarley Bassman: What One-And-Done From the Fed Means for Rate MarketsMarkets are back to all-time highs and volatility is normalizing, with the rate outlook for the remainder of the year coming into clearer focus. Is it too much of a good thing? Who better to ask than bond market guru, the creator of the MOVE index of implied interest rate volatility and managing partner at Simplify Asset Management, Harley Bassman. This week's conversation explores the Fed's easing cycle, the shift in policymakers' focus from inflation to the labor market and the overlooked importance of demographics. Harley also talks through the creation of the MOVE index, the implications that his...2024-05-2343 min
Alpha Exchange25 Sayings on Vol and Risk…Part 5 of 5Our final segment of 25 Sayings on Vol and Risk is upon us, and with it, 5 fresh pithy principles that I often turn to in trying to make sense of this chaotic sport we call markets. Along the way, in typing out these more than 20,000 words over the series, I’m probably out more than 50 dollars in espresso inspired drinks from Starbucks lead by the dirty chai latte and the caramel machiatto. But I’ve learned some stuff and had some fun and I hope you have as well.Sayings 21 through 25 are… “When I see a bubble fo...2024-03-0527 min
The Julia La Roche Show#148 'Convexity Maven' Harley Bassman: The Market Is Ahead Of The Fed By A LotHarley Bassman, managing partner at Simplify Asset Management, discusses his macro view of the economy and markets.
He believes that the market is ahead of the Fed and that inflation will not come down as quickly as people think due to demographic factors. Bassman also discusses the yield curve and its implications for a recession.
He recommends investing in mortgage-backed securities due to their attractive risk-return profile.
Finally, Bassman, the "Convexity Maven," explains convexity and its importance in bond investing.
Links:
Twitter/X: https://twitter.com...2024-02-2928 min
Risk Parity RadioEpisode 322: Aggregating Portfolios, Leverage, Festivus, Leeroy Jenkins And Portfolio Reviews As Of February 23, 2024In this episode we answer emails from Damon, Pete and Jeff. We discuss the benefits of aggregating assets and portfolios as a couple, basic tax location ideas, children with gambling problems and fun games to play with them, and resources for researching leveraged, diversified portfolios (e.g., "Return Stacking").And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio.Additional links:Leveraged ETFs Article: Double-Digit Numerics - Articles - The Big Myth about Leveraged ETFs (ddnum.com)Ben Fe...2024-02-2531 min
Stansberry Investor HourDon't Let Your Ego Drive You to Make Bad Decisions | Harley BassmanDan and Corey kick things off by discussing bitcoin hitting a new multiyear high. They also critique a popular bullish argument for bitcoin, which is based off the U.S. dollar collapsing. After, they talk about the S&P 500 Index surpassing 5,000 for the first time ever and whether this level is sustainable in the long term. (0:40) Next, Harley Bassman of Simplify Asset Management joins the conversation and explains a concept called "convexity." He covers the three kinds of risk in bond investing, why short convexity is always lurking during market downturns, and why negative convexity is so...2024-02-141h 12
Dj Alfred HTXMainstream Drum & Bass Mix 174bpm 1hr MixFollow me at www.twitch.tv/djalfredhtx
DJ Alfred HTX portrait by https://spenceryoung.photography/
Visual art by Innerloop
# Track Title Artist Genre
1 Criminal (Original Mix) Avile Drum & Bass
2 Sub Focus & Dimension - Ready To Fly (Rebel Scum Bootleg) Rebel Scum Drum & Bass
3 Feck Off (Original Mix) AL/SO, CLIQUES. Drum & Bass
4 Justice (Original Mix) Furious Freaks Drum & Bass
5 International (Dimension Remix) Chase & Status Drum & Bass
6 Detonate (Original Mix) Against Odds, Macshane Drum & Bass
7 Evacuation (Traumatize Remix) Harley D Drum & Bass
8 Hamdi - Skanka (Rebel Scum Bootleg) Rebel Scum Drum & Bass
9 Yeah Yeah (Original Mix) Unkoded Drum & Bass
10 Lose This...2024-01-3059 min
Keeping it Simple with Simplify Asset ManagementKeeping it Simple | Ep.32: Variable or Variant Weather?Tian Yang of Variant Perception joins Mike Green and Harley Bassman to discuss what opportunities and pitfalls 2024 may hold for global markets and investors.
For more information, visit http://www.simplify.us.
Simplify Asset Management Inc. is a Registered Investment
Adviser. Advisory services are only offered to clients or prospective clients where Simplify Asset Management Inc. and its representatives are properly licensed or exempt from licensure. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability...2024-01-161h 01Forward GuidanceKevin Muir: The Market Has Priced In Too Many Fed Cuts Since Government Money Printing Will Keep Nominal Growth HighKevin Muir, veteran trader and publisher of The Macro Tourist newsletter, returns to Forward Guidance to update viewers with his thoughts on the U.S. fiscal deficit, the bond market, and buy-write ETFs. Muir argues that persistently stimulative fiscal policy will keep nominal demand and growth high in the U.S., and that over the next decade, inflation surprises will be consistently to the upside. Muir explains why he is bullish on inflation breakevens and Japanese equities, and shares why he is excited about Harley Bassman’s new mortgage ETF. Filmed on January 9, 2024.Public dot com has ju...2024-01-151h 21Odd LotsHarley Bassman on Why the Big Moves in the Bond Market Are DoneHarley Bassman, a.k.a. the Convexity Maven, is a legend among bond investors. He worked at Merrill Lynch, where he invented the MOVE Index that measures bond market volatility, and then at Pimco. Now, after a dramatic year for US Treasuries that saw investors hit with massive amounts of volatility only for the 10-year yield to basically wind up where it was at the start of 2023, he sees things starting to get a bit more normal. With the Federal Reserve getting closer to its 2% inflation target, the yield curve is going to steepen after years of intense inversion...2024-01-1144 min
The Market HuddleMH+ Ep.19 : ‘No Bad Bonds, Just Bad Prices’ Kev Catches Up With Harley BassmanThis week Kevin catches up with Simplify Managing Partner and Author of The Convexity Maven, Harley Bassman. They discuss bonds, mortgages, trading and Harley’s two new strategies, TUA and MTBA.
Follow Aidan on X: @ConvexityMaven
Check out PGM Global: www.simplify.us
*Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com
Visit our merch store!!! https://www.themarkethuddlemerch.com/
To receive our emails with the charts and links each week, please register at: https://markethuddle.com/2023-11-1532 min
My Worst Investment Ever PodcastHarley Bassman – Sizing Is More Important Than Entry LevelBIO: Harley Bassman is an industry thought leader and commentator on macroeconomic issues spanning decades.STORY: In 2019, Harley bought some calls and sold some puts on Citibank stock for a cost strategy. He believed the stocks would increase because all its peers were trading above their book value. When COVID came, the stocks went south, causing Harley to make his biggest loss ever.LEARNING: When something trades well below what you think its value is, consider why that’s the case. Size the investment. “Forget timing; size the investment. Pick the size such...2023-11-0248 minMacro VoicesMacroVoices #393 Harley Bassman: Convexity Spells OpportunityMacroVoices Erik Townsend and Patrick Ceresna welcome Convexity Maven Harley Bassman to the show. Harley says why take credit risk when the market is paying traders who understand convexity more handsomely. They also discuss inflation and the other usual macro suspects. https://bit.ly/3ZeEsmF
Download Harley's charts: https://bit.ly/45TT516
Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
Download Big Picture Trading chartbook 📈📉 https://bit.ly/3sRkWAq
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
Pl...2023-09-141h 09
Good4Nothing RecordsG4N Mix Series Volume Three - LundyBrand new mix from Lundy ahead of his Invasion ep dropping 11/09/23 on Good 4 Nothing
Tracklist
Magenta- Shoot them VIP
Lundy - Insane
Lundy - Invasion
Foe - Evil mind
Lundy & J.O.E - Run it
Harley D - Warning
Lundy - The Curse
Damageman & Lundy - Whispers
Magenta - Ghost train VIP
Lundy & Breakout - Fight me
Foe - Terror
Lundy - Playtime
J.O.E - Bones
Lundy x Decrypt x Mc Scoobs - Lifes not fair
Lundy - Gangster Level
Lundy - Horn Riddim
Lundy - Value of drugs
Damageman & Lundy - Differences
Magenta - Endz VIP
...2023-08-2828 min
Grant’s Current Yield PodcastNon-linear returnsWith special guest Harley S. Bassman, managing partner at Simplify Asset Management. 2023-04-2834 min
Keeping it Simple with Simplify Asset ManagementKeeping it Simple | Ep. 19: Narrative Nation… Cool Story Bro…Harley Bassman and Michael Green welcome Ben Hunt from Epsilon Theory to discuss hollow men, the narrative machine and the real implications for economies and people.
For more information, visit http://www.simplify.us.
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Important Disclosures
Simplify Asset Management Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Simplify Asset Management Inc. and its representatives are properly licensed or exempt from licensure. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has at...2022-12-121h 05
Excess ReturnsTalking Convexity, Interest Rates and the Future of Inflation with Harley BassmanIn this episode we are joined by Harley Bassman, Managing Partner at Simplify ETFs. Harley's work on convexity and how to utilize it in portfolios earned him the nickname the Convexity Maven. We discuss convexity and how investors can benefit from it in their investment strategies and also cover a wide range of other topics, including inflation, housing, Fed policy and a lot more.
We hope you enjoy the discussion.
ABOUT THE PODCAST
Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and...2022-11-2958 minThe Julia La Roche Show#024 "Convexity Maven" Harley Bassman On Repricing For RealityFixed income market legend Harley Bassman (@convexitymaven), known as “The Convexity Maven,” joins Julia La Roche on episode 24 for a wide-ranging conversation on the bond market, volatility, housing, demographics, and more.
Bassman is currently a managing partner at Simplify Asset Management, a fast-growing Exchange Traded Funds (ETFs) provider. At the recording date, the Simplify Interest Rate Hedge ETF (PFIX), which aims to hedge interest rate movements arising from rising long-term interest rates and to benefit from market stress when fixed income volatility increases, is up 100% year-to-date.
Bassman is also the creator of the MOVE Index, a sta...2022-10-2059 min
Beats of the MarketEP 17 - Hands Through Swarms Of BeesEd covers recent volume changes in ODTE option volume and carnage in government bonds (UK Gilts down 52% in > 1YR). The episode goes on to cover Harley Bassman's MOVE index and what it could be saying about credit markets. New sanctions from the Biden Administration on semiconductors & China. Woes of the 60/40 portfolio, work strikes in Europe, and destressed debt loads in Americas. 2022-10-1622 minForward GuidanceThe Bond Market Is Already Broken - Stocks and Housing Are Next | Harley Bassman & Joseph WangToday Jack Farley welcomes two financial heavyweights who, in Jack’s view, have predicted and understood this year’s sell-off in bonds more accurately and clearly than anyone else in finance: Harley Bassman, founder of the MOVE Index and managing partner at Simplify Asset Management, and Joseph Wang, former senior trader for the Federal Reserve.Bassman and Wang agree that it is likely that short-term interest rates are close to peaking, but that long-term bonds remain vulnerable to the triple threats of convexity, illiquidity, and duration.Wang argues that the illiquidity in the U.K. gilt...2022-10-101h 10Lead-Lag LiveFed Hubris Will Destroy Mankind With Harley BassmanIt’s time to talk about interest rate volatility with the creator of the MOVE Index.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www.youtube.com/c/theleadlagreportFacebook: https://www.facebook.com/leadlagreportInstagram: https://instagram.com/leadlagreport Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off. Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. The content in this prog...2022-10-0559 min
Keeping it Simple with Simplify Asset ManagementKeeping it Simple | Ep.17: Who Do You Believe - The Bond Market or Your Lyin’ Eyes?David Rosenberg is perhaps the only bulge bracket Wall Street economist to anticipate the Sub-Prime Mortgage debacle that presaged the Great Financial Crisis. He joins our Michael Green and Harley Bassman to detail his once again not so “rosy” view of the US economy.
For more information, visit http://www.simplify.us.
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Important Disclosures
Simplify Asset Management Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Simplify Asset Management Inc. and its representatives are properly licensed or exempt from licensure. SEC registration does not c...2022-09-131h 10
The Jay Martin ShowThe Number One Market Risk People Should Worry About: Harley BassmanHarley Bassman of The Convexity Maven provides his view on the main risk investors should be watching in the current market environment and explains why inflation can be bullish for stocks. Harley also touches on the housing market, the possibility of a recession, and much more.Sign up for our free weekly newsletter at https://www.JayMartin.club2022-08-1653 min
Real Vision: Finance & InvestingMy Life in 4 Trades - Harley Bassman Has a Strong Message for Young TradersHere’s a full-length episode from Real Vision's original series, My Life in 4 Trades - be sure to subscribe. Harley Bassman has worked in finance for more than 40 years. Before becoming a managing partner at Simplify, Bassman traded at Credit Suisse, Merril Lynch, and PIMCO. He joins Maggie Lake to talk about why using simple common sense led to his early success and how he got burned during the Global Financial Crisis by not listening to Steve Eisman, the portfolio manager portrayed by Steve Carrell in the hit movie “The Big Short.” Learn more about your a...2022-07-3039 minMacro VoicesMacroVoices #333 Harley Bassman: Inflation, Bond Yields, VIX vs. MOVE, Demographics & MoreMacroVoices Erik Townsend and Patrick Ceresna welcome Harley Bassman (Convexity Maven) to the show to discuss the relationship between inflation and bond yields, why the stock market has been so resilient in the face of worsening macro data, and much more. https://bit.ly/3zkH2Mp
Download Harley’s slidedeck 📈📉 https://bit.ly/3aYGHpq
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Please visit our website https://www.macrovoices.com to register your fre...2022-07-221h 40
Keeping it Simple with Simplify Asset ManagementKeeping it Simple | Ep. 15: DeFiantly OptimisticJames Bianco, a veteran of TradFi with considerable interest in DeFi, joins Mike Green and Harley Bassman for a discussion on the Fed and FinTech. https://www.simplify.us/news-media/ke...
For more information, visit http://www.simplify.us.
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Important Disclosures
Simplify Asset Management Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Simplify Asset Management Inc. and its representatives are properly licensed or exempt from licensure. SEC registration does not constitute an endorsement of the firm by the Commission, n...2022-07-181h 09
Fat Tail Investment PodcastBonds, Bets and Interest Rates with Harley Bassman🚀 - SUBSCRIBE FREE Daily Reckoning: Macro/Gold/Mining/Cycleshttps://signups.dailyreckoning.com.au/1866863Harley Bassman is known as the ‘Convexity Maven’ in the USA. His decades long experience in markets includes deep expertise in derivatives and fixed income markets. He is also a Managing Partner at Simplify Asset Management. Harley created a measure of interest rate volatility called the MOVE index. Bond market volatility is currently spilling over into share markets around the world. Callum gets Harley on the podcast to discuss what’s causing these gyrations, why it matters…plus more!⏱️⏱️VIDEO CHAPTERS⏱️⏱️2022-06-2147 minForward GuidanceThe Fed Is Burning Money | Harley BassmanToday Jack is joined by none other than the Convexity Maven himself, Harley Bassman, who shares why he is “wildly” bullish on mortgage-backed securities (MBS) even as the Federal Reserve is in the process of reducing its balance sheet via quantitative tightening (QT). Bassman explains why long-term interest rates have shot up by so much and makes the case that, while he is confident that inflation will continue to run hot, the sell-off in long-duration Treasurys may not continue. Bassman goes on to explain the significance of the spike in interest rate volatility as measu...2022-06-091h 07
Keeping it Simple with Simplify Asset ManagementKeeping it Simple | Ep. 13: This Timing is Different… The Case For TechnicalsSimplify's Michael Green and Harley Bassman are joined by Chartered Market Technician, Andrew Thrasher, to discuss market technicals and volatility as it pertains to practitioners.
For more information, visit http://www.simplify.us.
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Important Disclosures
Simplify Asset Management Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Simplify Asset Management Inc. and its representatives are properly licensed or exempt from licensure. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a...2022-05-171h 02
Keeping it Simple with Simplify Asset ManagementKeeping it Simple | Ep. 12: Can Bonds still Shield your Portfolio?Simplify’s Michael Green and Harley Bassman are joined by bond bull and financial content creator, Steven van Metre, for a discussion on the future of bonds and content creation in building a brand and practice. https://www.simplify.us/news-media/ke...
For more information, visit http://www.simplify.us.
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Important Disclosures
Simplify Asset Management Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Simplify Asset Management Inc. and its representatives are properly licensed or exempt from licensure. SEC registration does not constitute an...2022-04-191h 06
Keeping it Simple with Simplify Asset ManagementKeeping it Simple | Ep. 11: The Evolution of Finance... What Does the Future HODL?Michael Green and Harley Bassman welcome legendary Professor Campbell Harvey to discuss the future of the financial landscape and what it means for Wall Street's fat cats. https://www.simplify.us/news-media/ke...
For more information, visit http://www.simplify.us.
_______________________________________________________________________________________________________________________________________
Important Disclosures
Simplify Asset Management Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Simplify Asset Management Inc. and its representatives are properly licensed or exempt from licensure. SEC registration does not constitute an endorsement of the firm by the Commission, nor...2022-03-171h 16Forward GuidanceThe Bond Market Has Spoken. Should Investors Listen? | Joseph Wang & Harley BassmanThe yield curve has flattened dramatically - should investors be worried as the curve is very close to inverting? Joseph Wang & Harley Bassman are on the case.Follow Harley Bassman @ConvexityMavenFollow Joseph Wang @FedGuy12Follow Jack Farley @JackFarley96Follow @Blockworks_Bassman's most recent piece: https://www.convexitymaven.com/wp-content/uploads/2022/02/Convexity-Maven-Dangerous-Curves-Ahead.pdfWang's most recent piece: https://fedguy.com/breaking-the-system/2022-03-161h 01
Keeping it Simple with Simplify Asset ManagementKeeping it Simple | Ep. 10: Negative Real Rates & the Global Debt Burden... This is Fine Right?Internationally renowned economist Lacy Hunt joins Harley Bassman and Michael Green from Simplify Asset Management, to discuss the implications of over-indebtedness for inflation and interest rates. https://www.simplify.us/news-media/ke...
For more information, visit http://www.simplify.us.
_______________________________________________________________________________________________________________________________________
Important Disclosures
Simplify Asset Management Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Simplify Asset Management Inc. and its representatives are properly licensed or exempt from licensure. SEC registration does not constitute an endorsement of the firm by the Commission, nor does...2022-03-071h 09
Keeping it Simple with Simplify Asset ManagementKeeping it Simple | Ep. 9: Portfolio Efficiency and Return StackingMichael Green and Harley Bassman together with guest Corey Hoffstein, CIO at Newfound Research, discuss portfolio efficiency and return stacking strategies.
For more information, visit http://www.simplify.us.
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Important Disclosures
Simplify Asset Management Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Simplify Asset Management Inc. and its representatives are properly licensed or exempt from licensure. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of s...2022-03-011h 00
Keeping it Simple with Simplify Asset ManagementKeeping it Simple | Ep. 8: Inflation Nerd Death Match!Michael Green and Harley Bassman welcome Jeff Snider for a VERY detailed conversation on money supply and what the bond market is telling us about inflation. *Disclaimer: No nerds were harmed in the recording of this podcast.
For more information, visit http://www.simplify.us.
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Important Disclosures
Simplify Asset Management Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Simplify Asset Management Inc. and its representatives are properly licensed or exempt from licensure. SEC registration does not constitute an endorsement of the firm b...2022-02-231h 05
Supply ShockWhat Rising Inflation Means for Stocks and Bonds | Harley Bassman and Jack FarleyIn this episode of On The Margin Mike & Jack are joined by Harley Bassman otherwise known as 'The Convexity Maven'. Harley has spent over 35 years working at some of the largest firms including Merrill Lynch, Credit Suisse, PIMCO and now Simplify Asset Management. With an expert understanding of options, volatility & derivatives, we invited Harley for a masterclass on how investors can hedge in this market environment. Harley shares his insights into M2 money supply growth's effect on inflation, how demographics predict bond yields, what investors outlook should be for the traditional 60/40 portfolio, using the yield curve to predict recessions...2021-12-2257 min
ETF PrimeBest of ETF PrimeNate revisits some of his favorite conversations this year including with Research Affiliates' Rob Arnott, investing legend Burton Malkiel, Interactive Brokers' Thomas Peterffy, Simplify ETFs' Harley Bassman, Guinness Atkinson's Jim Atkinson, ProShares' Simeon Hyman, and BlackRock's Armando Senra.2021-11-1757 minETF Prime PodcastBest of ETF PrimeNate revisits some of his favorite conversations this year including with Research Affiliates’ Rob Arnott, investing legend Burton Malkiel, Interactive Brokers’ Thomas Peterffy, Simplify ETFs’ Harley Bassman, Guinness Atkinson’s Jim Atkinson, ProShares’ Simeon Hyman, and BlackRock’s Armando Senra.
2021-11-1757 minETF Prime PodcastBest of ETF PrimeNate revisits some of his favorite conversations this year including with Research Affiliates’ Rob Arnott, investing legend Burton Malkiel, Interactive Brokers’ Thomas Peterffy, Simplify ETFs’ Harley Bassman, Guinness Atkinson’s Jim Atkinson, ProShares’ Simeon Hyman, and BlackRock’s Armando Senra.
2021-11-1757 minETF PrimeBest of ETF PrimeNate revisits some of his favorite conversations this year including with Research Affiliates' Rob Arnott, investing legend Burton Malkiel, Interactive Brokers' Thomas Peterffy, Simplify ETFs' Harley Bassman, Guinness Atkinson's Jim Atkinson, ProShares' Simeon Hyman, and BlackRock's Armando Senra.2021-11-1657 minETF Prime PodcastBest of ETF PrimeNate revisits some of his favorite conversations this year including with Research Affiliates' Rob Arnott, investing legend Burton Malkiel, Interactive Brokers' Thomas Peterffy, Simplify ETFs' Harley Bassman, Guinness Atkinson's Jim Atkinson, ProShares' Simeon Hyman, and BlackRock's Armando Senra.2021-11-1657 min
ETF PrimeBest of ETF PrimeNate revisits some of his favorite conversations this year including with Research Affiliates' Rob Arnott, investing legend Burton Malkiel, Interactive Brokers' Thomas Peterffy, Simplify ETFs' Harley Bassman, Guinness Atkinson's Jim Atkinson, ProShares' Simeon Hyman, and BlackRock's Armando Senra.2021-11-1657 min
The Market HuddleBoomers Are Like Locusts (guest: Harley Bassman)In this episode, Patrick Ceresna and Kevin Muir welcome the Convexity Maven, Harley Bassman to the show. Harley takes us on a tour of bond trading during the golden age of Liar’s Poker and shares why he thinks rates are headed higher in the coming years.2021-10-082h 19ETF Expert Corner Archives | ETF Prime Podcast“Convexity Maven” Harley Bassman on Fed, Inflation, & Interest RatesHarley Bassman, Managing Partner at Simplify ETFs, offers perspective on Fed policy, inflation, demographics, and more.
2021-10-0615 minETF Prime“Convexity Maven” Harley Bassman on Fed, Inflation, & Interest RatesHarley Bassman, Managing Partner at Simplify ETFs, offers perspective on Fed policy, inflation, demographics, and more.2021-10-0615 minETF Prime Podcast“Convexity Maven” Harley Bassman on Fed, Inflation, & Interest RatesSimplify ETFs’ Harley Bassman offers perspective on Fed policy, inflation, demographics, and more. ETF Trends’ Dave Nadig discusses the latest on Senator Wyden’s ETF tax proposal and fields Twitter questions. Goldman Sachs’ Katie Koch goes in-depth on thematic ETFs.
2021-10-0659 minETF Prime“Convexity Maven” Harley Bassman on Fed, Inflation, & Interest RatesSimplify ETFs’ Harley Bassman offers perspective on Fed policy, inflation, demographics, and more. ETF Trends’ Dave Nadig discusses the latest on Senator Wyden’s ETF tax proposal and fields Twitter questions. Goldman Sachs’ Katie Koch goes in-depth on thematic ETFs.2021-10-0659 minETF Prime Podcast“Convexity Maven” Harley Bassman on Fed, Inflation, & Interest RatesSimplify ETFs’ Harley Bassman offers perspective on Fed policy, inflation, demographics, and more. ETF Trends’ Dave Nadig discusses the latest on Senator Wyden’s ETF tax proposal and fields Twitter questions. Goldman Sachs’ Katie Koch goes in-depth on thematic ETFs.
2021-10-0659 minETF Prime Podcast“Convexity Maven” Harley Bassman on Fed, Inflation, & Interest RatesHarley Bassman, Managing Partner at Simplify ETFs, offers perspective on Fed policy, inflation, demographics, and more.
2021-10-0515 minETF Prime Podcast“Convexity Maven” Harley Bassman on Fed, Inflation, & Interest RatesHarley Bassman, Managing Partner at Simplify ETFs, offers perspective on Fed policy, inflation, demographics, and more.2021-10-0515 minETF Prime“Convexity Maven” Harley Bassman on Fed, Inflation, & Interest RatesHarley Bassman, Managing Partner at Simplify ETFs, offers perspective on Fed policy, inflation, demographics, and more.2021-10-0515 minETF Prime“Convexity Maven” Harley Bassman on Fed, Inflation, & Interest RatesSimplify ETFs’ Harley Bassman offers perspective on Fed policy, inflation, demographics, and more. ETF Trends’ Dave Nadig discusses the latest on Senator Wyden’s ETF tax proposal and fields Twitter questions. Goldman Sachs’ Katie Koch goes in-depth on thematic ETFs.2021-10-0559 minETF Prime Podcast“Convexity Maven” Harley Bassman on Fed, Inflation, & Interest RatesSimplify ETFs’ Harley Bassman offers perspective on Fed policy, inflation, demographics, and more. ETF Trends’ Dave Nadig discusses the latest on Senator Wyden’s ETF tax proposal and fields Twitter questions. Goldman Sachs’ Katie Koch goes in-depth on thematic ETFs.2021-10-0559 minETF Prime“Convexity Maven” Harley Bassman on Fed, Inflation, & Interest RatesSimplify ETFs’ Harley Bassman offers perspective on Fed policy, inflation, demographics, and more. ETF Trends’ Dave Nadig discusses the latest on Senator Wyden’s ETF tax proposal and fields Twitter questions. Goldman Sachs’ Katie Koch goes in-depth on thematic ETFs.2021-10-0559 min
Market ChampionsREPLAY: Srivatsan on Simplify KiS - Intergenerational Conflicts and Gen-Z InvestingI was featured on Simplify's Keeping It Simple series along with Kyla Scanlon as a guest, and had the opportunity to discuss the future of investing, inflation, intergenerational conflicts and more with hosts Mike Green and Harley Bassman!2021-09-2759 min
Market Champions172|Convexity Maven Talks Macro ft. Harley Bassman with Srivatsan PrakashHarley Bassman created, marketed and traded a wide variety of derivative and structured products during his twenty six year career at Merrill Lynch, and focused on pricing and modelling products that had an asymmetric return - what he calls convexity. He is the Managing Partner at Simplify Asset Management, and pens macro commentary at convexitymaven.com
Here he shares his views on convexity, options, interest rates, inflation and much much more!2021-08-2248 min
Hedgeye PodcastsEp 82 Real Conversations: Harley Bassman, Managing Partner, Simplify Asset Management**This originally aired as a video webcast on Hedgeye.com on July 27, 2021**Hedgeye CEO Keith McCullough is joined by Harley Bassman, Managing Partner at Simplify Asset Management and creator of the MOVE Index as part of our July Real Conversations series, "The Great Reopening: Investing Implications In A Post-Pandemic World."2021-08-111h 02
The Alt Asset Allocation Podcast48: Macro Outlook with MOVE Index inventor Harley BassmanFor the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/
Harley Bassman was the inventor of the popular MOVE index, the treasury volatility cousin of the VIX. Since he has “retired” he has continued to make a name for himself giving away decades of accrued wisdom for free on his blog The Convexity Maven.
This conversation we talk about Financial Markets and some key drivers including Inflation, Interest Rates and demographic shifts. We go into detail on Portfolio Allocation and some great ways to position your investments over the next few year...2021-06-141h 04Alpha ExchangePaul Kim, Co-Founder and CEO, Simplify Asset ManagementFrom a young age and learning from his humble and hardworking parents who immigrated from South Korea, Paul Kim developed an appreciation for the value of capitalism and the pursuit of the American dream. Finding his way into the investment industry first in an investment banking seat at Lazard where he learned by fire, Paul would ultimately spend time at PIMCO and then at Principal Global Investors where he launched and built the firm’s ETF business. More recently, Paul co-founded Simplify Asset Management, a firm committed to delivering innovative products in the exchange traded landscape. Our conversation is foc...2021-06-1253 minMacro VoicesMacroVoices #271 Harley Bassman: Hedging a High Interest FutureMacroVoices Erik Townsend and Patrick Ceresna welcome Harley Bassman to the show. For years Harley has been on a personal mission to figure out how to make institutional hedging tools available to retail investors, because Harley sees a risk of long-term interest rates backing up in coming years that could create a much worse threat than the 2008 financial crisis. They talk about the risk he sees, why he thinks it's so important to hedge against it, and discuss the ETF he just launched to make runaway interest rate insurance available to anyone who wants it.
Then be...2021-05-141h 05
KOT.KOT. 921 Dayni - War Of Words
2 Sikka - One Man Crusade
3 Whiney & Inja - Game Face (Stay Alert)
4 PARA - Hypnos
5 Warhead - Cranked
6 Guzi & Dreadnaught - All Units
7 MOOSE - No. Raw
8 NICK THE LOT - Sound Business
9 PRUF - Crazy Fly
10 XAV - Simplistic
11 Pa - LSD
12 D*MINDS - Cash Man
13 PRUF - Devergent
14 RV & Beat Merchants - Bumbahead
15 Osmas - B-Boys Battle
16 MOOSE - Irregular
17 Particle & T>I - Vortex
18 Voltage - Tour
19 RV & Agro - Anytime
20 Mentah - This Life
21 Dub Head - London
22 Bou & Upgrade - Creeper (feat. Chimpo)
23 MOOSE - Dottie
24 DUTTA - The...2021-02-251h 12
Resolve Riffs Investment PodcastReSolve Riffs with Harley Bassman, the Convexity MavenThis is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day. Convexity is one of those concepts that even if you understand it, explaining it to someone can still be hard, especially for a layperson. Unless you are the Convexity Maven, in which case it is second nature and you can apparently explain it to your mom. We had the pleasure of hosting Harley Bassman, creator of the popular MOVE Index, for a wide ranging and truly entertaining conversation that covered topics such as: Sharpening the blade...2021-01-191h 21
老闆不加薪25. 後疫情時代，帶你看債券恐慌指數發明人的投資策略。又到了年末的時候，很多人都在思考該如何規劃明年的投資。這集我們帶你了解債券版恐慌指數 MOVE 指數的發明人 Harley Bassman，對明年、以及之後幾年的投資策略為何？相信不論你對投資的經驗是多還是少，都能找到可以參考的地方。#投資 #現代貨幣理論2020-12-2822 min
Unbounded ConversationsUnbounded Conversations Episode 9 - Harley BassmanOn this episode with guest Harley Bassman, a wall street veteran and Bitcoin bear, we discuss all things Bitcoin.To join Harley's mailing list, email him at Harley@Bassman.netHarvey's piece on Bitcoin, Tulips for the Masses Harvey's piece on the Fed, Rumplestiltskin at the FedThe chapter of our book referenced at the end of the podcast, is chapter six of our book on censorship resistance.The Unbounded Conversations video series features discussions between Unbounded Managing Partner Zach Resnick, Principals Dave Mullen-Muhr & Jack Laskey, & v...2020-08-2552 min
The Market HuddleNever Panic, Never Give Up (guest: Harley Bassman)In episode #90, Patrick and Kevin welcome the creator of the MOVE Index, the Convexity Maven, Harley Bassman. Harley shares stories of his career journey throughout the years and his passion for travel and much more. 2020-07-2452 minMacro VoicesMacroVoices #226 Charlie McElligott Explains the Upside Catalyst for Equity MarketMacroVoices Erik Townsend and Patrick Ceresna welcome Charlie McElligott to the show to discuss what’s keeping stock prices elevated in the face of a global pandemic, treasury yields, and much more. And be sure to stay tuned for our postgame segment, when Harley Bassman, inventor of the MOVE Index, returns to talk options with Patrick.
Link: https://bit.ly/2ZvC5gF
2020-07-021h 27
Capes On the Couch - Where Comics Get CounselingIssue 86 - Support systems in comicsIt's time for another thematic episode - how do support systems impact rehabilitation of comic villains? And what techniques can we apply to the real world to reduce recidivism? This one gets a bit heady - strap in & listen now! SHOW NOTES: Intro Thanks to new Patron Dan Message from fan Jacob - “your podcast helped me get through some really s**tty times in the last couple weeks. I’m just wrapping up my undergrad degree in psychology, wanting to do something with addiction, and Doc’s way of speaking about psychiatry & practicing has genuinely reaffi...2020-07-011h 16Macro VoicesMacroVoices #225 Harley Bassman: The long slow road to inflationMacroVoices Erik Townsend and Patrick Ceresna welcome Harley Bassman to the show to discuss everything from the recession outlook to the coming shift from deflation to inflation, and what it means for fixed income markets & more.
Link: https://bit.ly/2CIZ4x5
2020-06-261h 22Alpha ExchangeHarley Bassman, The Convexity MavenThere is but one Convexity Maven in the world, a moniker that belongs uniquely to Harley Bassman. A 35 year career in financial markets has left Harley steeped in all things relating to the price of and characteristics of optionality.
Our discussion on this episode of the Alpha Exchange starts with the early days of his career, including a position in Treasury option markets in the early 1980s. Juxtapose that experience - when rates and inflation were sky high - with his more recent market presence when rates and rate vol have rarely been lower - and one...2019-06-1346 min