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!
The End Game Ep. 39 - David Einhorn PREVIEW
The End Game Ep. 38 - James Aitken PREVIEW
The End Game Ep. 37 - Gerard Minack PREVIEW
The Grant Williams Podcast: Shifts Happen - Episode Three PREVIEW
The End Game Ep. 36 - Ed Chancellor PREVIEW
This Week In Doom Ep. 9 - What’s Next For Europe? (Panel) (FULL EPISODE)
The Grant Williams Podcast Ep. 38 - Sir Steven Wilkinson PREVIEW
The Narrative Game Ep. 8: N.E.W.S.
The Grant Williams Podcast Ep. 37 - Peter Zeihan PREVIEW
The Grant Williams Podcast Ep. 36 - Dan Oliver PREVIEW
The End Game Ep. 35 - Jeff Currie PREVIEW
The End Game Ep. 34 - Greg Jensen PREVIEW
This Week In Doom Ep. 7 - Kentucky Fired Chicken!
The End Game Ep. 33 - James Aitken PREVIEW
The End Game Ep. 32 - Judy Shelton PREVIEW
The Grant Williams Podcast: Shifts Happen - Episode Two PREVIEW
The Grant Williams Podcast Ep. 34 - Tarric Brooker PREVIEW
This Week In Doom Ep. 6 - Bennett Tomlin & George Noble FULL EPISODE
The Grant Williams Podcast Ep. 33 - Tian Yang PREVIEW
The End Game Ep. 32 - David Hay PREVIEW
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