Macro & Volatility™

Podkast av 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.

Alle episoder

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. mai 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. april 2026 - 23 min