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Macro & Volatility™

Macro & Volatility™

De : Josh Silva and Michael Purves
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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.

Silva and Purves 2024 Economie Finances privées
Épisodes
  • Macro & Volatility™ #29: Foolin'

    Macro & Volatility™ #29: Foolin'
    Apr 1 2026
    • 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
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    24 min
  • Macro & Volatility™ #28: How has Operation Epic Fury affected the fear indices?

    Macro & Volatility™ #28: How has Operation Epic Fury affected the fear indices?
    Mar 4 2026
    • More about rotation than direction
    • Bonds are still not protecting
    • Implied correlation / VIX is at a record low
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    21 min
  • Macro & Volatility™ #27: Seismic Activity but No Real Fear

    Macro & Volatility™ #27: Seismic Activity but No Real Fear
    Feb 3 2026
    • Healthy correction in gold and silver
    • Higher nominal rates globally
    • Warsh’s impact on the MOVE and VIX
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    20 min
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