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Recorded at 5.30pm EST on Wednesday 11th November.
For Episode 103, we are joined by fixed income legend Harley Bassman, creator of the MOVE index and the man behind The Convexity Maven. Harley explains why this rate cycle is about fiscal malfeasance rather than inflation, why TIPS at 3% real feel like the wrong number, why re-IPO-ing Fannie and Freddie is a moral hazard disaster, and why things get “very jangly” if Treasury yields approach 6% again.
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