Podcast: What Rising Inflation Means for Stocks and Bonds | Harley Bassman, Jack Farley
Harley Bassman and Jack Farley join Mike to discuss rising inflation’s affect on the market at large and navigating it in this environment.
On this episode of Blockworks’ podcast “On the Margin,” Michael Ippolito, Blockworks’ co-founder, and Jack Farley, video journalist, 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, and using the yield curve to predict recessions.
They also covered:
- How to hedge in this environment
- QE’s effect
- And so much more
Watch the full episode below! 👇
“On the Margin” is a two-part show. Once a week, Mike interviews industry experts, and then at the end of the week, he is joined by a co-host where they break down the top crypto and macro stories. Episodes go live every Wednesday and Saturday morning.
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