On this episode of Blockworks&#8217; podcast &#8220;<a href="https://youtu.be/YCYafT9OWOw" target="_blank" rel="noreferrer noopener">On the </a><a href="https://youtu.be/wUPLNh2oGXM" target="_blank" rel="noreferrer noopener">Margin</a>,&#8221; Michael Ippolito, Blockworks&#8217; co-founder, and Jack Farley, video journalist, are joined by Harley Bassman otherwise known as &#8216;The Convexity Maven&#8217;. 



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 &amp; 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&#8217;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: 



<ul><li>How to hedge in this environment</li><li>QE&#8217;s effect</li><li>And so much more</li></ul>



Watch the full episode below! 👇



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&#8220;On the Margin&#8221; is a two-part show.&nbsp;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 <a href="https://podcasts.apple.com/us/podcast/on-the-margin/id1558223079" target="_blank" rel="noreferrer noopener">Apple</a> or <a href="https://open.spotify.com/show/2yFL2nSsQucf1rzdEKbFZY" target="_blank" rel="noreferrer noopener">Spotify</a>, or watch episodes on <a href="https://youtube.com/playlist?list=PLvER9nHSRN3xVs_p-dl7L7K_ZgL6lSudu" target="_blank" rel="noreferrer noopener">YouTube</a>.



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Get the day’s top crypto news and insights delivered to your inbox every evening.&nbsp;<a target="_blank" href="https://cms.blockworks.co/newsletter/?source=end" rel="noreferrer noopener">Subscribe to Blockworks’ free newsletter</a>&nbsp;now.

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

Today&#8217;s episode of <a href="https://youtu.be/Yhbs2zt-OJY" target="_blank" rel="noreferrer noopener">On the Margin</a> Weekly Roundup with Mike Ippolito and Mark Yusko has a special guest — Blockworks&#8217; own video journalist Jack Farley. 



<meta charset="utf-8">With bond yields plummeting and tech stocks selling off hard, Mike and Jack make sense of the recent bout of market volatility. They also discuss market anomalies such as stay-at-home darlings like Zoom ($ZM) failing to serve as a hedge against bad Covid-19 news, and the tremendous surge in the VIX despite the fact that the S&amp;P 500 is only a few points below its all-time high.



They also talk about yield curve flattening, inflation’s threat to the 60/40 portfolio, and why bitcoin’s dominance might fade over time in the crypto universe.



Watch the full episode below! 👇



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<iframe loading="lazy" title="Why Investors Are Running Away From Stocks | Weekly Roundup" width="1024" height="576" src="https://www.youtube.com/embed/Yhbs2zt-OJY?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>
</div></figure>



On the Margin is a two-part show.&nbsp;Once a week, Mike interviews industry experts, and then at the end of the week, he is joined by co-host Mark Yusko 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 <a href="https://podcasts.apple.com/us/podcast/lyn-alden-explains-connection-between-inflation-bitcoin/id1558223079?i=1000513411286" target="_blank" rel="noreferrer noopener">Apple</a> or <a href="https://spoti.fi/3bTa9uw" target="_blank" rel="noreferrer noopener">Spotify</a>, or watch episodes on <a href="https://youtube.com/playlist?list=PLvER9nHSRN3xVs_p-dl7L7K_ZgL6lSudu" target="_blank" rel="noreferrer noopener">YouTube</a>.



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Get the day’s top crypto news and insights delivered to your inbox every evening.&nbsp;<a target="_blank" href="https://cms.blockworks.co/newsletter/?source=end" rel="noreferrer noopener">Subscribe to Blockworks’ free newsletter</a>&nbsp;now. 



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Bond Yields