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 years. Enjoy this conversation with Harley Bassman!
🎙 New Podcast Episode
Show Notes
0:00:00 Welcome and context
0:02:07 What is your background?
0:05:16 How do investors use the tools?
0:09:35 What is going on with the markets?
0:17:30 Why is it never different this time?
0:19:41 What are your thoughts on MMT?
0:25:34 Positioning your portfolio when you see that inflation is coming?
0:30:40 Who will be most impacted by inflation?
0:36:20 How does the 60/40 portfolio plays out today?
0:41:30 How are mortgage reads performing?
0:47:10 What are the SPY options?
0:56:21 What about the European market?
0:58:36 What are your thoughts on real estate?
1:02:35 What are your thoughts on Bitcoin
1:12:00 Where can people find out more about you?
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