Harley S. Bassman: The Convexity Maven opines on Macro Themes
Macro Voices - Podcast autorstwa Hedge Fund Manager Erik Townsend - Czwartki
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Erik Townsend welcomes Harley Bassman to MacroVoices. Erik and Harley discuss the creation of the MOVE index, the three Drivers of Risk: Duration, Credit, and Convexity and the demographic of the Baby Boomers continues to drive financial markets. They further discuss perspective on CAPE ratio levels, correlation of buybacks to cumulative flows and the flow of active to passive management is building a negatively convex foundation.
