『Macro & Volatility™』のカバーアート

Macro & Volatility™

Macro & Volatility™

著者: Josh Silva and Michael Purves
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概要

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
個人ファイナンス 経済学
エピソード
  • Macro & Volatility™ #27: Seismic Activity but No Real Fear
    2026/02/03
    • Healthy correction in gold and silver
    • Higher nominal rates globally
    • Warsh’s impact on the MOVE and VIX
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    20 分
  • Macro & Volatility™ #26: "Love Vigilantes" - New Order
    2025/12/05
    • Ready, Shoot, Aim Fed
    • Misunderstanding of Oracle CDS
    • Welcome back to the ‘90s
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    29 分
  • Macro & Volatility™ #25: Who’s Special in a K-shaped Economy?
    2025/10/31
    • Long Vol and long Delta
    • Paid to be long Correlation
    • Buy Everything!
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    24 分
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