The End Game Ep 57 - Harley Bassman
Update: 2025-05-31
Description
In the latest episode of The End Game, Fleck and I welcome back Harley Bassman—aka the ‘Convexity Maven’—for a deep dive into the shifting landscape of global bond markets, inflation, and the future of the US dollar. Harley contends that while US bond yields have risen sharply in recent years, they are now approaching fair value when measured against historical spreads and nominal GDP. The real challenge, he argues, lies in the rapid adjustment after decades of suppressed rates, and in how markets adapt to this new reality. Our discussion explores the profound impact of demographic trends, such as the […]
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