Macro & Volatility™
- Business · Investing
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About
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.
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Recent episodes
- Macro & Volatility™ #34: The Market is Impatient, but Time is on Our Side with AI
- Macro & Volatility™ #33: Goldilocks Earnings vs. the Three Bond Bears: ECB; BOJ; and the US Deficit
- Macro & Volatility™ #32: De-Grossing, Momentum Shifts, and the VIX: Not Coincidences
- Macro & Volatility™ #31: Why "Higher Everything" Makes Sense
- Macro & Volatility™ #30: Operation Epic Earnings
- Macro & Volatility™ #29: Foolin'
- Macro & Volatility™ #28: How has Operation Epic Fury affected the fear indices?
- Macro & Volatility™ #27: Seismic Activity but No Real Fear
- Macro & Volatility™ #26: "Love Vigilantes" - New Order
- Macro & Volatility™ #25: Who’s Special in a K-shaped Economy?