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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™ #33: Goldilocks Earnings vs. the Three Bond Bears: ECB; BOJ; and the US Deficit

    Macro & Volatility™ #33: Goldilocks Earnings vs. the Three Bond Bears: ECB; BOJ; and the US Deficit
    Sep 14 2026
    • Bond bears are winning globally, but deficits may be the real story
    • Geopolitics and oil are driving rates more than inflation fears
    • Earnings, not rates, are still the equity market's steering wheel
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    20 min
  • Macro & Volatility™ #32: De-Grossing, Momentum Shifts, and the VIX: Not Coincidences

    Macro & Volatility™ #32: De-Grossing, Momentum Shifts, and the VIX: Not Coincidences
    Jul 29 2026
    • This is a different type of de-leveraging
    • Higher equity correlation ≠ VIX explosion
    • Geopolitical and oil risks are for real
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    21 min
  • Macro & Volatility™ #31: Why "Higher Everything" Makes Sense

    Macro & Volatility™ #31: Why "Higher Everything" Makes Sense
    Jun 3 2026
    • Equity rally is broad, earnings-driven, and still not stretched
    • Markets can tolerate higher rates until speed becomes the risk
    • AI capex is creating a sustained, structural inflation floor
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    31 min
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