The End Game Ep. 27 - Harley Bassman PREVIEW

The Grant Williams Podcast

Grant Williams

Business, Business:investing, Investing

4.8 • 1.6K Ratings

🗓️ 6 September 2021

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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!

Transcript

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0:00.0	Before we get going, here's a bit where I remind you that nothing we discussed should
0:14.1	be considered as investment advice.
0:16.6	This conversation is for informational and hopefully entertainment purposes only.
0:20.6	So while we hope you find it both informative and entertaining, please do your own research
0:25.6	or speak to a financial advisor before putting a dime of your money into these crazy markets.
0:32.6	You're about to listen to a special preview edition of the in-game featuring my co-host
0:42.1	Bill Fleckinstein and a very special guest, Harley Bassman of Simplify Asset Management.
0:47.1	This conversation addresses two crucial aspects of any possible in-game, namely volatility
0:51.9	and interest rates, as we pick apart the current environment and look for clues as to how
0:56.3	each of these powerful forces are likely to affect asset markets in the coming months.
1:01.2	Every episode of the Grant Williams podcast, including the in-game, the super terrific
1:04.2	happy hour and the narrative game, is available to copper and silver tier subscribers at my website
1:09.4	grant-bulliums.com.
1:11.9	Copper tier subscribers get access to all podcasts, while members of the silver tier get both
1:16.1	the podcasts and my monthly newsletter, things that make you go.
1:20.3	If you enjoy what you hear on the show and you want more high quality content like it,
1:24.5	please make your way over to grant-bulliums.com and join our exciting community today.
1:30.5	And with that, please enjoy the show.
1:40.8	Harley, welcome to the in-game.
1:41.8	Thanks for taking the time to join us on a Sunday morning, though, Les.
1:44.3	Thank you very much for being here.
1:45.9	You're looking, you're looking a lot more dapper than Bill and I for this time on a Sunday
	...

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