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Macro & Volatility™
Josh Silva and Michael Purves
26 episodes
5 days ago

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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Investing
Business
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All content for Macro & Volatility™ is the property of Josh Silva and Michael Purves and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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.

Show more...
Investing
Business
Episodes (20/26)
Macro & Volatility™
Macro & Volatility™ #25: Who’s Special in a K-shaped Economy?
4 days ago
23 minutes

Macro & Volatility™
Macro & Volatility™ #24: Certain things are true... for now!
4 weeks ago
19 minutes

Macro & Volatility™
Macro & Volatility™ #23: Bonds are Losing their Diversification Benefits
2 months ago
19 minutes

Macro & Volatility™
Macro & Volatility™ #22: Tempered Cross-Asset Volatility
4 months ago
16 minutes

Macro & Volatility™
Macro & Volatility™ #21: Re-shoring, Re-industrialization, De-globalization
5 months ago
24 minutes

Macro & Volatility™
Macro & Volatility™ #20: 4000s without a Recession
6 months ago
11 minutes

Macro & Volatility™
Macro & Volatility™ #19: Beyond Liberation Day
7 months ago
8 minutes

Macro & Volatility™
Macro & Volatility™ #18: Deconstructing the Bond Bid
8 months ago
11 minutes

Macro & Volatility™
Macro & Volatility™ #17: Insight into the Tele-tech Frenzy of the 90s and How it Applies to AI Today
9 months ago
15 minutes

Macro & Volatility™
Macro & Volatility™ #17: Insight into the Tele-tech Frenzy of the 90s & How it Applies Today
9 months ago
15 minutes

Macro & Volatility™
Macro & Volatility™ #16: Trading the “Art of the Deal”
10 months ago
12 minutes

Macro & Volatility™
Macro & Volatility™ #15: Bessent’s Job Won’t Be Easy
11 months ago
5 minutes

Macro & Volatility™
Macro & Volatility™ #14: Gold, Post-Election and Beyond
1 year ago
9 minutes

Macro & Volatility™
Macro & Volatility™ #13: Options Markets are Pointing To ...
1 year ago
8 minutes

Macro & Volatility™
Macro & Volatility™ #12: Was the end of 2023 Qualifying for the end of 2024?
1 year ago
7 minutes

Macro & Volatility™
Macro & Volatility™ #11: Even Keanu would have been scared by the SPEED ...
1 year ago
12 minutes

Macro & Volatility™
Macro & Volatility™ #10: The Giant Spread Machine
1 year ago
14 minutes

Macro & Volatility™
Macro & Volatility™ #9: The inflation we know; the inflation we don't know
1 year ago
11 minutes

Macro & Volatility™
Macro & Volatility™ #8: Skew & OATs, which one is "Out of Touch?"
1 year ago
10 minutes

Macro & Volatility™
Macro & Volatility™ #7: Slow Curve Ahead
1 year ago
7 minutes

Macro & Volatility™

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.