Couverture de Macro & Volatility™

Macro & Volatility™

Macro & Volatility™

De : Josh Silva and Michael Purves
Écouter gratuitement

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™ #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
    Afficher plus Afficher moins
    31 min
  • Macro & Volatility™ #30: Operation Epic Earnings

    Macro & Volatility™ #30: Operation Epic Earnings
    May 5 2026
    • 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
    Afficher plus Afficher moins
    26 min
  • 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
    Afficher plus Afficher moins
    24 min
adbl_web_anon_alc_button_suppression_t1
Aucun commentaire pour le moment