57:08

EssentialThe Essential Conversation

Are We on the Edge of Recession?

Featuring Evan Lorenz and Harley Bassman

Apr 26, 2022 • 57 minutes

145

6

Essential

The Essential Conversation

Are We on the Edge of Recession?

Multiple market indicators suggest the economy is heading for a downturn.

Featuring Evan Lorenz and Harley Bassman

Apr 26, 2022 • 57 minutes

A combination of persistent inflation, market volatility, and an inverted yield curve has just about everyone predicting an imminent recession. Harley Bassman, managing partner at Simplify Asset Management, assesses the noise and the signals, noting that, ironically, the Fed’s “quantitative easing” may have created all this uncertainty in the first place. And Evan Lorenz, deputy editor at Grant’s Interest Rate Observer, examines prior cases of inverted yield curves and economic downturns. Bassman and Lorenz talk about dangers lurking in the bond market, demographics and investing, and whether now is the time to buy mortgage-backed securities. As Bassman notes, we face a time of transition, rising risk, and greater volatility. He warns investors to be cautious. “The gears are kind of grinding,” says Bassman. “You see that in the yield curve, and you see it in the volatility.” Recorded on April 20, 2022. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

COMMENTS

Sort By
  • Newest First
  • Oldest First
  • Top Rated
  • Most Discussed
  • Most Controversial

Access Essential Content

This content is reserved for the thousands of visionaries supporting the financial revolution. We'd love for you to join us. Interested?

See Our Plans

Already have an account? Log In