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Macro & Volatility™

Macro & Volatility™

Von: 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 Persönliche Finanzen Ökonomie
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    Macro & Volatility™ #27: Seismic Activity but No Real Fear
    Feb 3 2026
    • Healthy correction in gold and silver
    • Higher nominal rates globally
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  • Macro & Volatility™ #26: "Love Vigilantes" - New Order

    Macro & Volatility™ #26: "Love Vigilantes" - New Order
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    • Ready, Shoot, Aim Fed
    • Misunderstanding of Oracle CDS
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  • 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 Min.
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