Harley Bassman on Bonds, AI Debt and Inflation: Takeaways from Tall Oaks Podcast
Few people have shaped how Wall Street measures bond market risk like Harley Bassman. On the latest Tall Oaks Podcast, the man known as the “Convexity Maven” sat down with Branden DuCharme to talk about mortgage bonds, the borrowing boom tied to artificial intelligence, the Japanese yen, and what inflation