Non-linear returns

With special guest Dan Zwirn, CEO and CIO of Arena Investors. 

With special guest Dean Curnutt, founder and CEO of Macro Risk Advisors. 

With special guest Michael Haynes, head of private credit at Beach Point Capital Management. 

In this episode, Harley Bassman joins the show to discuss what the bond market is pricing, the Fed’s master plan, and if we can see a second wave of inflation. We also delve into the MBS market, the impact of immigration on the labor market, credit spreads, and much more. Enjoy! ... Show More

<p class="p1">MacroVoices Erik Townsend &amp; Patrick Ceresna welcome back, Harley Bassman. They will discuss mortgage backed securities and the best way to trade them. <a href='https://bit.ly/4ezISv9'>https://bit.ly/4ezISv9</a> </p> <p class="p1">⚫ Follow Harley Bassman on X: < ... Show More

Bloomberg Opinion columnist Barry Ritholtz speaks with Harindra (Harin) de Silva, a portfolio manager and team lead for the Analytic Investors team at Wells Fargo Asset Management, which has $603 billion in assets under management. He was previously a principal at Analysis Group ... Show More

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Bill Barker, co-portfolio manager of Motley Fool Asset Management, on the markets, their investment strategy and stocks. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com 

Bloomberg Opinion columnist Barry Ritholtz speaks with Scott Sperling, who is co-CEO of private equity firm Thomas H. Lee Partners (THL), and a member of the firm’s management and investment committees. He previously spent more than a decade as managing partner of the affiliate o ... Show More

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Thomas Wilson, Senior Investment Manager and Managing Director of Wealth Advisory at Brinker Capital, on impact of election on markets, fixed income investment options, and strength of consumers. Learn more about ... Show More