Joining Bill and Grant this time on The End Game is Harley Bassman of Simplify Asset Management.
In a lively discussion, Harley slaps both Bill and Grant around with alacrity as he picks apart the connection between rates and inflation, the likely level of understanding at the Federal Reserve about the problems they’re creating, the importance of convexity (and the level to which it’s misunderstood) and what investors need to do to protect themselves.
From term surfaces to the TIPs market, Harley demonstrates time and again why he’s one of the most important voices in today’s markets and ensures that, if this is your first exposure to him, you’ll be paying careful attention to what he says going forward.
As a reminder, Silver Tier subscribers to https://www.grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, and The Narrative Game so sign up today!