Macro & Volatility™

Podcast af Josh Silva and Michael Purves

engelsk

Business

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Josh Silva of Passaic Partners and Michael Purves of Tallbacken Capital discuss the world of investing through the lens of cross-asset and derivative frameworks.The information, opinions and views expressed on this podcast are for informational purposes only and are not intended as investment advice. The opinions expressed may not align with Passaic Partners' views or its client strategies. Market forecasts are speculative and should not be the sole basis for investment decisions. Consult your financial and tax advisors before making any investments.

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31 episoder

Macro & Volatility™ #30: Operation Epic Earnings

* Equity rally is fundamentally earnings-driven, not war “denial” * Excessive hedging mispriced the upside * Bonds are selling off because inflation is shifting from short-term to structural

5. maj 2026 - 25 min

Macro & Volatility™ #29: Foolin'

* Convexity conundrum: diversifying assets didn’t work * Commodities are not tariffs and cannot be altered at the stroke of a pen * Tape bombs are having diminishing impact

1. apr. 2026 - 23 min

Macro & Volatility™ #28: How has Operation Epic Fury affected the fear indices?

* More about rotation than direction * Bonds are still not protecting * Implied correlation / VIX is at a record low

4. mar. 2026 - 21 min

Macro & Volatility™ #27: Seismic Activity but No Real Fear

* Healthy correction in gold and silver * Higher nominal rates globally * Warsh’s impact on the MOVE and VIX

3. feb. 2026 - 19 min

Macro & Volatility™ #26: "Love Vigilantes" - New Order

* Ready, Shoot, Aim Fed * Misunderstanding of Oracle CDS * Welcome back to the ‘90s

5. dec. 2025 - 29 min

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