Podcast: What Rising Inflation Means for Stocks and Bonds | Harley Bassman, Jack Farley

Harley Bassman and Jack Farley join Mike to discuss rising inflation’s affect on the market at large and navigating it in this environment.


On this episode of Blockworks’ podcast “On the Margin,” Michael Ippolito, Blockworks’ co-founder, and Jack Farley, video journalist, are joined by Harley Bassman otherwise known as ‘The Convexity Maven’.

Harley has spent over 35 years working at some of the largest firms including Merrill Lynch, Credit Suisse, PIMCO and now Simplify Asset Management. With an expert understanding of options, volatility & derivatives, we invited Harley for a masterclass on how investors can hedge in this market environment.

Harley shares his insights into M2 money supply growth’s effect on inflation, how demographics predict bond yields, what investors outlook should be for the traditional 60/40 portfolio, and using the yield curve to predict recessions.

They also covered:

  • How to hedge in this environment
  • QE’s effect
  • And so much more

Watch the full episode below! 👇

“On the Margin” is a two-part show. Once a week, Mike interviews industry experts, and then at the end of the week, he is joined by a co-host where they break down the top crypto and macro stories. Episodes go live every Wednesday and Saturday morning.

Subscribe to On the Margin today on Apple or Spotify, or watch episodes on YouTube.

Get the day’s top crypto news and insights delivered to your inbox every evening. Subscribe to Blockworks’ free newsletter now.


Upcoming Events

Salt Lake City, UT

WED - FRI, OCTOBER 9 - 11, 2024

Pack your bags, anon — we’re heading west! Join us in the beautiful Salt Lake City for the third installment of Permissionless. Come for the alpha, stay for the fresh air. Permissionless III promises unforgettable panels, killer networking opportunities, and mountains […]

recent research

Screenshot 2024-05-23 091855.png


Bitcoin L2s aim to boost scalability while preserving decentralization and security, unlocking a better user experience, and new avenues for Bitcoin-powered innovations. However, no existing Bitcoin L2 leverages the full security of Bitcoin.


Also, a Solana memecoin creator was recently hospitalized with third-degree burns after pulling a stunt intended to pump his token



Chain abstraction will drive significant innovations, shaping the future of dapps while addressing many current challenges facing the Web3 ecosystem


Right now, crypto platforms and custody services live in the shadow of a legacy of security failures — and it shouldn’t be that way


The current crop of ETF issuers could’ve only made it this far by promising not to stake any ETH they hoover up


After accelerating conversations with issuers, the SEC took a step toward allowing ETH funds to launch


As FIT21 advances to the Senate, experts are cautiously optimistic but say to expect some changes to the bill