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PODCAST

Macro & Volatility™

Josh Silva and Michael Purves

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

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All Episodes

10:01

Macro & Volatility #8: Skew & OATs, which one is "Out...

Macro & Volatility™ ·

2024/06/25

Josh and Michael discuss how FX volatility is not reflecting the same political concerns as French bonds, skew as a better indicator of risk than volatility in FX and how the VIX is low but the IV-RV spread is high in the US.

en

7:51

Macro & Volatility #7: Slow Curve Ahead

Macro & Volatility™ ·

2024/06/16

Josh Silva and Michael Purves tackle both ends of the curve - the MOVE and VIX “sell (VOL) in May and go away” - a dovish fiscal policy.

en

10:27

Macro & Volatility #6: Shhhh … a quiet gold rally

Macro & Volatility™ ·

2024/06/16

Why is Gold rallying without volatility, and despite a stronger US dollar and stubbornly high US interest rates?

en

10:29

Macro & Volatility #5: The Fed has created Optionality

Macro & Volatility™ ·

2024/06/16

Josh and Michael discuss The Fed's impact on the equity and fixed income volatility and prospective market outcomes.

en

9:26

Macro & Volatility #4: Higher Rates, Higher Growth,...

Macro & Volatility™ ·

2024/06/16

Josh and Michael tackle the continuation of rising yields and an equity rally, and why a higher floor should be expected for the for the VIX and interest rates.

en

9:24

Macro & Volatility #3: 4 cuts, 3 cuts, 2 cuts, NONE!

Macro & Volatility™ ·

2024/06/16

Listen in as Michael Purves and Josh Silva discuss the potential impact of rising interest rates on the economy, VIX, equity market volatility, and historical comparisons with the 90's tech-driven rally.

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8:27

Macro & Volatility #2: Dispersion - time to start...

Macro & Volatility™ ·

2024/06/16

In this episode, we look at what a dispersion trade is, how it might affect the VIX, and historical parallels that warrant attention but also point to potential upside rallies.

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11:05

Macro & Volatility #1

Macro & Volatility™ ·

2024/06/16

The inaugural Macro & Volatility podcast featuring Michael Purves of Tallbacken Capital Advisors and Josh Silva of Passaic Partners. In this episode we discuss the upcoming Fed meeting, what the derivative markets are currently telling us, and the structural trends in cross asset volatility.

en

28 results

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