
Macro & Volatility™
Claim This Podcastby Josh Silva and Michael Purves
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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
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Publishing Since
6/16/2024
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Recent Episodes

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>

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>

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
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Frequently asked questions
Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.
- 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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