Macro & Volatility™

By: Josh Silva and Michael Purves
  • Summary

  • 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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Episodes
  • Macro & Volatility™ #14: Gold, Post-Election and Beyond
    Oct 29 2024
    • Fleeting competition for gold
    • Gold strength continues despite dollar range, elevated rates, and low vol
    • Silver can catch up
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    10 mins
  • Macro & Volatility™ #13: Options Markets are Pointing To ...
    Oct 3 2024

    Options Markets point to risk-on with a higher VIX through year-end. In China, right tail is bid. The AI rotation may benefit China and, derivatively, Europe.

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    9 mins
  • Macro & Volatility™ #12: Was the end of 2023 Qualifying for the end of 2024?
    Sep 10 2024
    • The Fed is data driven, is the bond market?
    • What usually calms the market?
    • What will calm this market?
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    7 mins

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