HeyJaredMacro & Volatility™
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…
- Indexed episodes, last 90 days
- 2
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- Sep 14, 2026
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- Jul 29, 2026
Latest episodes
Macro & Volatility™ #33: Goldilocks Earnings vs. the Three Bond Bears: ECB; BOJ; and the US Deficit (opens the original)
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Bond bears are winning globally, but deficits may be the real story Geopolitics and oil are driving rates more than inflation fears Earnings, not rates, are still the equity market's steering wheel
Macro & Volatility™ #32: De-Grossing, Momentum Shifts, and the VIX: Not Coincidences (opens the original)
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This is a different type of de-leveraging Higher equity correlation ≠ VIX explosion Geopolitical and oil risks are for real
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