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Barbell Insights

Qualitative research software for people tracking markets, companies, and operators.

Barbell turns longform podcast coverage into searchable entity timelines, alerts, and research context so you can find what matters without replaying every episode.

Company

About
Privacy
Terms
Support

Contact

support@barbellinsights.com

Barbell Insights is research software, not investment advice.

Convexity Maven Harley Bassman: How To Survive The Next Rate Cycle – Resolve Riffs Investment Podcast — Transcript

Convexity Maven Harley Bassman: How To Survive The Next Rate Cycle

Episode publishedSeptember 26, 2025Podcast: Resolve Riffs Investment Podca...Resolve Riffs Investment Podcast↗

Mentioned

Federal Reserve $VIX $GS $MS

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Paradigm

$AMZN

Benchmark

$EUR

Market views

Bullish and bearish opinions expressed in this episode, paired with supporting transcript quotes. The quote confirms what was said—not whether the opinion is correct.

Bullish

SPX— Long-term passive equity investment strategy based on millennial 401k flows that will support markets regardless of valuations
PFIX— Seven-year option on 30-year Treasury rates packaged in an ETF that performed exceptionally well during Fed rate hikes
TREASURYCALLS— New ETF product betting on lower rates through seven-year options on 10-year Treasury rates with positive 2% yield
BDC— Business Development Companies offering attractive yields when paired with duration hedges
MBS— Mortgage bonds offering the best risk-return profile with spreads still above long-term averages

Not investment advice.