『Macro & Volatility™』のカバーアート

Macro & Volatility™

Macro & Volatility™

著者: 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
個人ファイナンス 経済学
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  • Macro & Volatility™ #23: Bonds are Losing their Diversification Benefits
    2025/08/28

    • Surprise — no surprises • Front end is clear • Back end is lost

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    20 分
  • Macro & Volatility™ #22: Tempered Cross-Asset Volatility
    2025/07/01
    • US Dollar allergy & US Treasury curve illness
    • Tipping point for US Dollar weakness
    • Risk appetite still going strong!
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    17 分
  • Macro & Volatility™ #21: Re-shoring, Re-industrialization, De-globalization
    2025/05/29

    The winners, the losers, and the in-betweens

    • Old economy vs New economy CapEx
    • Trump has Made Europe Great Again (“MEGA”)
    • US De-globalization is leading to Global De-correlation
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    24 分
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