#91 Harley Bassman (How to become a Convexity Maven?)
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00:01:00 What is Convexity and how does it express itself?00:02:59 Why startup founders usually enjoy positive convexity. Why bonds often come with negative convexity?00:08:33 Why taking a flat fee is a good idea for money management?00:14:03 Did Softbank create a ‘Gamma Melt-up’ buying an extraordinary amount of call options in 2020?00:21:45 How to profit from increased interest rates? How to open up the upside without taking all the downside?00:32:14 How the time horizon of investments has shrunk so much?00:34:10 What is the state of productive carry-trades on right now? Should people look at Turkey, Mexico or Brazil?00:37:43 What is ISDA and why it offers amazing way for financial contracts unavailable to retail investors.00:42:59 How can retail investor get exposure to CDS (Credit Default Swaps) options through Simplify?00:47:45 How big is a structural risk for a ‘risk drawdown event’?00:58:51 Will the Fed be able to inflate out of the current deflationary scenario?01:00:17 Will the rapid rise of technology allow us to grow out of the high debt level (just after WWII)?01:03:12 How much are growth rates influenced by social and political attitudes? You may watch this episode on Youtube – #91 Harley Bassman (How to become a Convexity Maven?). Harley Bassman looks back at a checkered career of 35+ years at Wall Street and also runs Convexity Maven. Harley currently works with Simplify. Big Thanks to our Sponsors! ExpressVPN – Claim back your Internet privacy for less than $10 a month! Mighty Travels Premium – incredible airfare and hotel deals – so everyone can afford to fly Business Class and book 5 Star Hotels! Sign up for free! Divvy – get business credit without a personal guarantee and 21st century spend management plus earn 7x rewards on restaurants & more. Get started for free! Brex – get a business account, a credit card, spend management & convertible rewards for every dollar you spend. Plus now earn $250 just for signing up (Terms & Conditions apply).
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