Macro & Volatility™

Podcast by Josh Silva and Michael Purves

English

Business

Limited Offer

2 months for 19 kr.

Then 99 kr. / monthCancel anytime.

20 hours of audiobooks / month
Podcasts only on Podimo
All free podcasts

Get Started

About Macro & Volatility™

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.

All episodes

31 episodes

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 May 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

En fantastisk app med et enormt stort udvalg af spændende podcasts. Podimo formår virkelig at lave godt indhold, der takler de lidt mere svære emner. At der så også er lydbøger oveni til en billig pris, gør at det er blevet min favorit app.

Rigtig god tjeneste med gode eksklusive podcasts og derudover et kæmpe udvalg af podcasts og lydbøger. Kan varmt anbefales, om ikke andet så udelukkende pga Dårligdommerne, Klovn podcast, Hakkedrengene og Han duo 😁 👍

Podimo er blevet uundværlig! Til lange bilture, hverdagen, rengøringen og i det hele taget, når man trænger til lidt adspredelse.

Choose your subscription