Podcast thumbnail for Macro & Volatility™

Macro & Volatility™

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by Josh Silva and Michael Purves

5.0(17 reviews)
33 episodes
Updated Weekly
Accepts GuestsHas SponsorsLocation 🇺🇸
12

Podcast Authority

Beta
PoorBased on show quality, social media presence, reviews, charts, and more
Pod Engine
Quality4
Social0
YouTube0
Engagement51

Podcast Overview

<p>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.</p><p></p><p>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.</p>

Language

🇺🇲

Publishing Since

6/16/2024

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12

Podcast Authority

Beta
PoorBased on show quality, social media presence, reviews, charts, and more
Pod Engine
Quality4
Social0
YouTube0
Engagement51
3
Excellent Areas
2
Good Performance
14
Growth Opportunities
excellent
Episode Length
16 minutes
Performing excellently!
good
Website Presence
1 link(s)

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needs improvement
Publishing Consistency
Every 18 days

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Recent Episodes

Episode thumbnail for Macro & Volatility™ #31: Why "Higher Everything" Makes Sense

June 3, 2026

Macro & Volatility™ #31: Why "Higher Everything" Makes Sense

<ul><li>Equity rally is broad, earnings-driven, and still not stretched</li><li>Markets can tolerate higher rates until speed becomes the risk</li><li>AI capex is creating a sustained, structural inflation floor</li></ul>

Episode thumbnail for Macro & Volatility™ #30: Operation Epic Earnings

May 5, 2026

Macro & Volatility™ #30: Operation Epic Earnings

<ul><li>Equity rally is fundamentally earnings-driven, not war “denial”</li><li>Excessive hedging mispriced the upside</li><li>Bonds are selling off because inflation is shifting from short-term to structural</li></ul>

Episode thumbnail for Macro & Volatility™ #29: Foolin'

April 1, 2026

Macro & Volatility™ #29: Foolin'

<ul><li>Convexity conundrum: diversifying assets didn’t work</li><li>Commodities are not tariffs and cannot be altered at the stroke of a pen</li><li>Tape bombs are having diminishing impact</li></ul>

33 total episodes available

Deep-dive analytics for Macro & Volatility™

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What is Macro & Volatility™?
<p>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.</p><p></p><p>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.</p>
How often does this podcast release new episodes?

This podcast updates weekly.

Where can I listen to this podcast?

This podcast is available on 2 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

Information about guest appearances is not available.

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