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 Grant Williams Podcast: Luke Gromen, FFTT LLC - Preview
The End Game Ep. 18 - 'Markets In Turmoil' Edition feat. Marc Cohodes & Dr. Ben Hunt
The Grant Williams Podcast: James Davolos, Horizon Kinetics - Preview
Super Terrific Happy Hour Ep. 10 - Just The Two Of Us - PREVIEW
The End Game Ep. 17: Milton Berg Preview
The End Game Ep. 16: Russell Clark - Preview
The Narrative Game Ep. 5: Casino! - Preview
The End Game Ep. 15: Jim Stack - Preview
The Grant Williams Podcast: Anthony Deden, Edelweiss Holdings - Preview
The Grant Williams Podcast - Short Shrift
Super Terrific Happy Hour Ep. 9 - David Rosenberg: I've Never Met A Rude Canadian
The Grant Williams Podcast - Both Sides Of The Coin: A Civilized Bitcoin Debate
The End Game Ep. 14 - Paul Singer
The End Game Ep. 13 - The Return Of The Lord Of The Dark Matter
Super Terrific Happy Hour Ep. 8 - Peter Atwater: Our Sentimental Friend
The End Game Ep. 12 - Fred Hickey
The End Game Ep. 11 - Jim Rogers
The End Game Ep. 10 - Chris Cole
The Narrative Game Ep. 4 - Events, Dear Boy, Events
Super Terrific Happy Hour Ep. 7 - John Hathaway: Being A Doyen Is A Good Thing, Right?
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