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Secular, Cyclical... it's all a fubar fugazi!
Michael and Harley sit down with business cycle expert, Eric Basmajian, to discuss the "most-anticipated recession of all-time!" (trademark pending) and the implications for employment, Fed policy and markets.

Jan 12, 2023 04:30 PM in Eastern Time (US and Canada)

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Speakers

Michael Green, CFA
Portfolio Manager & Chief Strategist @Simplify Asset Management
Michael has studied markets and market structures for nearly 30 years. He has presented his proprietary research to the Federal Reserve, the BIS, the IMF and numerous other industry groups and associations. Michael joined Simplify in April 2021 after serving as Chief Strategist and Portfolio Manager for Logica Capital Advisers, LLC. Prior to Logica, Michael managed macro strategies at Thiel Macro, LLC. Prior to Thiel, he founded Ice Farm Capital, a discretionary global macro hedge fund. From 2006-2014, Michael founded and managed the New York office of Canyon Capital Advisors where he established their global macro strategies, managing in excess of $5B of exposure across equity, credit, FX, commodity and derivative markets. Additionally, Michael has been noted for his work as a public speaker and financial media participant. He is a graduate of the Wharton School at the University of Pennsylvania and a CFA holder.
Harley Bassman
Managing Partner @Simplify Asset Management
Harley is an industry thought leader and commentator on macroeconomic issues spanning decades. He spent 26 years at Merrill Lynch where he created OPOSSMS, GNMA, PRESERV, MOVE, and hedge strategies for MBS servers. From 2014 to 2017, Harley was an Executive VP and Portfolio Manager at PIMCO. In 2011, he joined Credit Suisse's Global Rates. In 2006, he built the RateLab, a full spectrum US Rates Trading Desk Strategy Group. In 2001, he became the manager of North American MBS and Structured Finance trading where he created SURF (Specialty Underwriting and Residential Finance). Presently, Mr. Bassman is a Managing Partner at Simplify Asset Management. He continues to pen an episodic macro-economic Commentary as well as manage a "hedge fund of one". Harley has a B.A. in management science from the University of California, San Diego and an MBA in finance and marketing from the University of Chicago.
Eric Basmajian
Founder @EPB Research
Eric Basmajian is an economic cycle analyst providing research on long-term and short-term trends in growth and inflation. With a degree in economics and experience at a quantitative hedge fund, Eric has developed a unique secular and cyclical framework to forecast major economic inflection points and the resulting impact on asset prices. Eric holds a bachelor's degree in economics from New York University. Eric started on the buy-side of the financial sector, as an analyst with Panorama Partners, a quantitative hedge fund specializing in algorithmically scanning for mispriced equity derivatives.