Macro & Volatility™

著者: Josh Silva and Michael Purves
  • サマリー

  • 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
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  • Macro & Volatility™ #12: Was the end of 2023 Qualifying for the end of 2024?
    2024/09/10
    • The Fed is data driven, is the bond market?
    • What usually calms the market?
    • What will calm this market?
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    7 分
  • Macro & Volatility™ #11: Even Keanu would have been scared by the SPEED ...
    2024/08/16
    • Third derivative has impacted market structure
    • Who bailed out short vol and dispersion traders?
    • Bonds did their job, but do they have the juice to do it again?
    • Will Dual Goldilocks prevail?
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    12 分
  • Macro & Volatility™ #10: The Giant Spread Machine
    2024/07/30

    Josh and Michael discuss whether the Rotation Trade is sustainable, if Russell is the right bedfellow and if thematic pairs trades are riskier than long indices.

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    14 分

あらすじ・解説

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

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