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Macro & Volatility™

Macro & Volatility™

Written by: Josh Silva and Michael Purves
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About this listen

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 Economics Personal Finance
Episodes
  • Macro & Volatility™ #26: "Love Vigilantes" - New Order

    Macro & Volatility™ #26: "Love Vigilantes" - New Order
    Dec 5 2025
    • Ready, Shoot, Aim Fed
    • Misunderstanding of Oracle CDS
    • Welcome back to the ‘90s
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    29 mins
  • Macro & Volatility™ #25: Who’s Special in a K-shaped Economy?

    Macro & Volatility™ #25: Who’s Special in a K-shaped Economy?
    Oct 31 2025
    • Long Vol and long Delta
    • Paid to be long Correlation
    • Buy Everything!
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    24 mins
  • Macro & Volatility™ #24: Certain things are true... for now!

    Macro & Volatility™ #24: Certain things are true... for now!
    Oct 6 2025
    • Risk-on sentiment is reinforced by accelerated global earnings
    • Markets go up... volatility goes up
    • The Magnificents’ P/E-to-expected growth is favorable — not true for the Everything Else
    • Cross-asset correlations are already historically high — a short hop to “1”
    • Gold is expected to move higher, driven by global populist monetary and fiscal stimulus
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    19 mins
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