๐๐๐ฒ๐ป ๐๐ฒ๐ฎ๐ป๐ ๐๐ผ๐๐น๐ฑ ๐ต๐ฎ๐๐ฒ ๐ฏ๐ฒ๐ฒ๐ป ๐๐ฐ๐ฎ๐ฟ๐ฒ๐ฑ ๐ฏ๐ ๐๐ต๐ฒ ๐ฆ๐ฃ๐๐๐ ... Macro & Volatilityโข #11 ย Josh Silva & Michael Purves hash out: โข How has the third derivative impacted market structure? โข Who bailed out short vol and dispersion traders? โข Bonds did their job, but do they have the juice to do it again? โข Will Dual Goldilocks prevail? Listen to the Macro & Volatilityโข podcast on the Passaic Partners' website (https://lnkd.in/egtbBpSX), Spotify, Apple Podcasts and Amazon Music most other podcast platforms. ๐๐ฉ๐ฆ ๐ช๐ฏ๐ง๐ฐ๐ณ๐ฎ๐ข๐ต๐ช๐ฐ๐ฏ, ๐ฐ๐ฑ๐ช๐ฏ๐ช๐ฐ๐ฏ๐ด ๐ข๐ฏ๐ฅ ๐ท๐ช๐ฆ๐ธ๐ด ๐ฆ๐น๐ฑ๐ณ๐ฆ๐ด๐ด๐ฆ๐ฅ ๐ฐ๐ฏ ๐ต๐ฉ๐ช๐ด ๐ฑ๐ฐ๐ฅ๐ค๐ข๐ด๐ต ๐ข๐ณ๐ฆ ๐ง๐ฐ๐ณ ๐ช๐ฏ๐ง๐ฐ๐ณ๐ฎ๐ข๐ต๐ช๐ฐ๐ฏ๐ข๐ญ ๐ฑ๐ถ๐ณ๐ฑ๐ฐ๐ด๐ฆ๐ด ๐ฐ๐ฏ๐ญ๐บ ๐ข๐ฏ๐ฅ ๐ข๐ณ๐ฆ ๐ฏ๐ฐ๐ต ๐ช๐ฏ๐ต๐ฆ๐ฏ๐ฅ๐ฆ๐ฅ ๐ข๐ด ๐ช๐ฏ๐ท๐ฆ๐ด๐ต๐ฎ๐ฆ๐ฏ๐ต ๐ข๐ฅ๐ท๐ช๐ค๐ฆ. ๐๐ฉ๐ฆ ๐ฐ๐ฑ๐ช๐ฏ๐ช๐ฐ๐ฏ๐ด ๐ฆ๐น๐ฑ๐ณ๐ฆ๐ด๐ด๐ฆ๐ฅ ๐ฎ๐ข๐บ ๐ฏ๐ฐ๐ต ๐ข๐ญ๐ช๐จ๐ฏ ๐ธ๐ช๐ต๐ฉ ๐๐ข๐ด๐ด๐ข๐ช๐ค ๐๐ข๐ณ๐ต๐ฏ๐ฆ๐ณ๐ด' ๐ท๐ช๐ฆ๐ธ๐ด ๐ฐ๐ณ ๐ช๐ต๐ด ๐ค๐ญ๐ช๐ฆ๐ฏ๐ต ๐ด๐ต๐ณ๐ข๐ต๐ฆ๐จ๐ช๐ฆ๐ด. ๐๐ข๐ณ๐ฌ๐ฆ๐ต ๐ง๐ฐ๐ณ๐ฆ๐ค๐ข๐ด๐ต๐ด ๐ข๐ณ๐ฆ ๐ด๐ฑ๐ฆ๐ค๐ถ๐ญ๐ข๐ต๐ช๐ท๐ฆ ๐ข๐ฏ๐ฅ ๐ด๐ฉ๐ฐ๐ถ๐ญ๐ฅ ๐ฏ๐ฐ๐ต ๐ฃ๐ฆ ๐ต๐ฉ๐ฆ ๐ด๐ฐ๐ญ๐ฆ ๐ฃ๐ข๐ด๐ช๐ด ๐ง๐ฐ๐ณ ๐ช๐ฏ๐ท๐ฆ๐ด๐ต๐ฎ๐ฆ๐ฏ๐ต ๐ฅ๐ฆ๐ค๐ช๐ด๐ช๐ฐ๐ฏ๐ด. ๐๐ฐ๐ฏ๐ด๐ถ๐ญ๐ต ๐บ๐ฐ๐ถ๐ณ ๐ง๐ช๐ฏ๐ข๐ฏ๐ค๐ช๐ข๐ญ ๐ข๐ฏ๐ฅ ๐ต๐ข๐น ๐ข๐ฅ๐ท๐ช๐ด๐ฐ๐ณ๐ด ๐ฃ๐ฆ๐ง๐ฐ๐ณ๐ฆ ๐ฎ๐ข๐ฌ๐ช๐ฏ๐จ ๐ข๐ฏ๐บ ๐ช๐ฏ๐ท๐ฆ๐ด๐ต๐ฎ๐ฆ๐ฏ๐ต๐ด.
Passaic Partners
Financial Services
Newark, New Jersey 151 followers
An investment firm dedicated to providing liquid alternative investment solutions to long-only and hedge fund investors.
About us
Passaic Partners is a majority employee-owned Registered Investment Adviser based in the Urban Enterprise Zone of Newark, New Jersey. We have a deep understanding of derivatives, including market research, trading, portfolio construction, and risk management. We extract information from the derivative markets that inform our investment decisions and provide an edge in developing investment strategies and solutions that help investors achieve their goals.
- Website
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https://www.passaicpartners.com/
External link for Passaic Partners
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Newark, New Jersey
- Type
- Privately Held
- Founded
- 2021
Locations
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Primary
110 Edison Pl
Suite 304
Newark, New Jersey 07102, US
Employees at Passaic Partners
Updates
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๐๐๐น๐ ๐ฎ๐ฌ๐ฎ๐ฐ ๐ ๐ผ๐ป๐๐ต๐น๐ ๐๐ผ๐บ๐บ๐ฒ๐ป๐๐ฎ๐ฟ๐ ๐๐ฎ๐๐๐ถ๐ผ๐๐, ๐๐ฒ๐ ๐ข๐ฝ๐๐ถ๐บ๐ถ๐๐๐ถ๐ฐ โข Why are we cautious? โข Why are we optimistic? โข Mixed messages = nimble and liquid For the full commentary as well as future insights, reach out. https://lnkd.in/eaA7hnsm Thanks!
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๐จ๐ป๐ฐ๐ฒ๐ฟ๐๐ฎ๐ถ๐ป๐๐ ๐๐ฟ๐ถ๐๐-๐๐ฟ๐ผ๐๐๐ฒ๐ ๐ ๐ฎ๐ฟ๐ธ๐ฒ๐๐ ๐๐ฎ๐๐๐ถ๐ป๐ด ๐ฉ๐ผ๐น๐ฎ๐๐ถ๐น๐ถ๐๐ ๐๐ผ ๐๐๐บ๐ฝ Cross Asset Volatility Review - July 2024 โข A soft-landing may not be linear โข The yen carry and dispersion trades begin their unwinds โข Growth at a reasonable rate For the full review as well as future insights, reach out: https://lnkd.in/eaA7hnsm ๐๐ฉ๐ฆ ๐ช๐ฏ๐ง๐ฐ๐ณ๐ฎ๐ข๐ต๐ช๐ฐ๐ฏ, ๐ฐ๐ฑ๐ช๐ฏ๐ช๐ฐ๐ฏ๐ด ๐ข๐ฏ๐ฅ ๐ท๐ช๐ฆ๐ธ๐ด ๐ฆ๐น๐ฑ๐ณ๐ฆ๐ด๐ด๐ฆ๐ฅ ๐ฉ๐ฆ๐ณ๐ฆ ๐ข๐ณ๐ฆ ๐ง๐ฐ๐ณ ๐ช๐ฏ๐ง๐ฐ๐ณ๐ฎ๐ข๐ต๐ช๐ฐ๐ฏ๐ข๐ญ ๐ฑ๐ถ๐ณ๐ฑ๐ฐ๐ด๐ฆ๐ด ๐ฐ๐ฏ๐ญ๐บ ๐ข๐ฏ๐ฅ ๐ข๐ณ๐ฆ ๐ฏ๐ฐ๐ต ๐ช๐ฏ๐ต๐ฆ๐ฏ๐ฅ๐ฆ๐ฅ ๐ข๐ด ๐ช๐ฏ๐ท๐ฆ๐ด๐ต๐ฎ๐ฆ๐ฏ๐ต ๐ข๐ฅ๐ท๐ช๐ค๐ฆ. ๐๐ฉ๐ฆ ๐ฐ๐ฑ๐ช๐ฏ๐ช๐ฐ๐ฏ๐ด ๐ฆ๐น๐ฑ๐ณ๐ฆ๐ด๐ด๐ฆ๐ฅ ๐ฎ๐ข๐บ ๐ฏ๐ฐ๐ต ๐ข๐ญ๐ช๐จ๐ฏ ๐ธ๐ช๐ต๐ฉ ๐๐ข๐ด๐ด๐ข๐ช๐ค ๐๐ข๐ณ๐ต๐ฏ๐ฆ๐ณ๐ด' ๐ท๐ช๐ฆ๐ธ๐ด ๐ฐ๐ณ ๐ช๐ต๐ด ๐ค๐ญ๐ช๐ฆ๐ฏ๐ต ๐ด๐ต๐ณ๐ข๐ต๐ฆ๐จ๐ช๐ฆ๐ด. ๐๐ข๐ณ๐ฌ๐ฆ๐ต ๐ง๐ฐ๐ณ๐ฆ๐ค๐ข๐ด๐ต๐ด ๐ข๐ณ๐ฆ ๐ด๐ฑ๐ฆ๐ค๐ถ๐ญ๐ข๐ต๐ช๐ท๐ฆ ๐ข๐ฏ๐ฅ ๐ด๐ฉ๐ฐ๐ถ๐ญ๐ฅ ๐ฏ๐ฐ๐ต ๐ฃ๐ฆ ๐ต๐ฉ๐ฆ ๐ด๐ฐ๐ญ๐ฆ ๐ฃ๐ข๐ด๐ช๐ด ๐ง๐ฐ๐ณ ๐ช๐ฏ๐ท๐ฆ๐ด๐ต๐ฎ๐ฆ๐ฏ๐ต ๐ฅ๐ฆ๐ค๐ช๐ด๐ช๐ฐ๐ฏ๐ด. ๐๐ฐ๐ฏ๐ด๐ถ๐ญ๐ต ๐บ๐ฐ๐ถ๐ณ ๐ง๐ช๐ฏ๐ข๐ฏ๐ค๐ช๐ข๐ญ ๐ข๐ฏ๐ฅ ๐ต๐ข๐น ๐ข๐ฅ๐ท๐ช๐ด๐ฐ๐ณ๐ด ๐ฃ๐ฆ๐ง๐ฐ๐ณ๐ฆ ๐ฎ๐ข๐ฌ๐ช๐ฏ๐จ ๐ข๐ฏ๐บ ๐ช๐ฏ๐ท๐ฆ๐ด๐ต๐ฎ๐ฆ๐ฏ๐ต๐ด.
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The Giant Spread Machine Macro & Volatilityโข #10 ย Josh Silva & Michael Purves ponder: โข Is the Rotation Trade sustainable? โข Is Russell the right bedfellow? โข Are thematic pairs trades riskier than long indices? Listen to the full Macro & Volatilityโข podcast on Spotify, Apple Podcasts and most other podcast platforms. ๐๐ฉ๐ฆ ๐ช๐ฏ๐ง๐ฐ๐ณ๐ฎ๐ข๐ต๐ช๐ฐ๐ฏ, ๐ฐ๐ฑ๐ช๐ฏ๐ช๐ฐ๐ฏ๐ด ๐ข๐ฏ๐ฅ ๐ท๐ช๐ฆ๐ธ๐ด ๐ฆ๐น๐ฑ๐ณ๐ฆ๐ด๐ด๐ฆ๐ฅ ๐ฐ๐ฏ ๐ต๐ฉ๐ช๐ด ๐ฑ๐ฐ๐ฅ๐ค๐ข๐ด๐ต ๐ข๐ณ๐ฆ ๐ง๐ฐ๐ณ ๐ช๐ฏ๐ง๐ฐ๐ณ๐ฎ๐ข๐ต๐ช๐ฐ๐ฏ๐ข๐ญ ๐ฑ๐ถ๐ณ๐ฑ๐ฐ๐ด๐ฆ๐ด ๐ฐ๐ฏ๐ญ๐บ ๐ข๐ฏ๐ฅ ๐ข๐ณ๐ฆ ๐ฏ๐ฐ๐ต ๐ช๐ฏ๐ต๐ฆ๐ฏ๐ฅ๐ฆ๐ฅ ๐ข๐ด ๐ช๐ฏ๐ท๐ฆ๐ด๐ต๐ฎ๐ฆ๐ฏ๐ต ๐ข๐ฅ๐ท๐ช๐ค๐ฆ. ๐๐ฉ๐ฆ ๐ฐ๐ฑ๐ช๐ฏ๐ช๐ฐ๐ฏ๐ด ๐ฆ๐น๐ฑ๐ณ๐ฆ๐ด๐ด๐ฆ๐ฅ ๐ฎ๐ข๐บ ๐ฏ๐ฐ๐ต ๐ข๐ญ๐ช๐จ๐ฏ ๐ธ๐ช๐ต๐ฉ ๐๐ข๐ด๐ด๐ข๐ช๐ค ๐๐ข๐ณ๐ต๐ฏ๐ฆ๐ณ๐ด' ๐ท๐ช๐ฆ๐ธ๐ด ๐ฐ๐ณ ๐ช๐ต๐ด ๐ค๐ญ๐ช๐ฆ๐ฏ๐ต ๐ด๐ต๐ณ๐ข๐ต๐ฆ๐จ๐ช๐ฆ๐ด. ๐๐ข๐ณ๐ฌ๐ฆ๐ต ๐ง๐ฐ๐ณ๐ฆ๐ค๐ข๐ด๐ต๐ด ๐ข๐ณ๐ฆ ๐ด๐ฑ๐ฆ๐ค๐ถ๐ญ๐ข๐ต๐ช๐ท๐ฆ ๐ข๐ฏ๐ฅ ๐ด๐ฉ๐ฐ๐ถ๐ญ๐ฅ ๐ฏ๐ฐ๐ต ๐ฃ๐ฆ ๐ต๐ฉ๐ฆ ๐ด๐ฐ๐ญ๐ฆ ๐ฃ๐ข๐ด๐ช๐ด ๐ง๐ฐ๐ณ ๐ช๐ฏ๐ท๐ฆ๐ด๐ต๐ฎ๐ฆ๐ฏ๐ต ๐ฅ๐ฆ๐ค๐ช๐ด๐ช๐ฐ๐ฏ๐ด. ๐๐ฐ๐ฏ๐ด๐ถ๐ญ๐ต ๐บ๐ฐ๐ถ๐ณ ๐ง๐ช๐ฏ๐ข๐ฏ๐ค๐ช๐ข๐ญ ๐ข๐ฏ๐ฅ ๐ต๐ข๐น ๐ข๐ฅ๐ท๐ช๐ด๐ฐ๐ณ๐ด ๐ฃ๐ฆ๐ง๐ฐ๐ณ๐ฆ ๐ฎ๐ข๐ฌ๐ช๐ฏ๐จ ๐ข๐ฏ๐บ ๐ช๐ฏ๐ท๐ฆ๐ด๐ต๐ฎ๐ฆ๐ฏ๐ต๐ด.
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๐๐ฒ๐ฎ๐ฑ๐, ๐ถ๐ป๐ณ๐น๐ฎ๐๐ถ๐ผ๐ป ๐ง๐ฎ๐ถ๐น๐, ๐บ๐ผ๐ฟ๐ฒ ๐ถ๐ป๐ณ๐น๐ฎ๐๐ถ๐ผ๐ป Cross Asset Volatility Review - June 2024 โข Keep an eye on Bonds โข Both candidates are inflationary โข The impact of higher term and inflation premium For the full review as well as future insights, reach out: https://lnkd.in/eaA7hnsm ๐๐ฉ๐ฆ ๐ช๐ฏ๐ง๐ฐ๐ณ๐ฎ๐ข๐ต๐ช๐ฐ๐ฏ, ๐ฐ๐ฑ๐ช๐ฏ๐ช๐ฐ๐ฏ๐ด ๐ข๐ฏ๐ฅ ๐ท๐ช๐ฆ๐ธ๐ด ๐ฆ๐น๐ฑ๐ณ๐ฆ๐ด๐ด๐ฆ๐ฅ ๐ฉ๐ฆ๐ณ๐ฆ ๐ข๐ณ๐ฆ ๐ง๐ฐ๐ณ ๐ช๐ฏ๐ง๐ฐ๐ณ๐ฎ๐ข๐ต๐ช๐ฐ๐ฏ๐ข๐ญ ๐ฑ๐ถ๐ณ๐ฑ๐ฐ๐ด๐ฆ๐ด ๐ฐ๐ฏ๐ญ๐บ ๐ข๐ฏ๐ฅ ๐ข๐ณ๐ฆ ๐ฏ๐ฐ๐ต ๐ช๐ฏ๐ต๐ฆ๐ฏ๐ฅ๐ฆ๐ฅ ๐ข๐ด ๐ช๐ฏ๐ท๐ฆ๐ด๐ต๐ฎ๐ฆ๐ฏ๐ต ๐ข๐ฅ๐ท๐ช๐ค๐ฆ. ๐๐ฉ๐ฆ ๐ฐ๐ฑ๐ช๐ฏ๐ช๐ฐ๐ฏ๐ด ๐ฆ๐น๐ฑ๐ณ๐ฆ๐ด๐ด๐ฆ๐ฅ ๐ฎ๐ข๐บ ๐ฏ๐ฐ๐ต ๐ข๐ญ๐ช๐จ๐ฏ ๐ธ๐ช๐ต๐ฉ ๐๐ข๐ด๐ด๐ข๐ช๐ค ๐๐ข๐ณ๐ต๐ฏ๐ฆ๐ณ๐ด' ๐ท๐ช๐ฆ๐ธ๐ด ๐ฐ๐ณ ๐ช๐ต๐ด ๐ค๐ญ๐ช๐ฆ๐ฏ๐ต ๐ด๐ต๐ณ๐ข๐ต๐ฆ๐จ๐ช๐ฆ๐ด. ๐๐ข๐ณ๐ฌ๐ฆ๐ต ๐ง๐ฐ๐ณ๐ฆ๐ค๐ข๐ด๐ต๐ด ๐ข๐ณ๐ฆ ๐ด๐ฑ๐ฆ๐ค๐ถ๐ญ๐ข๐ต๐ช๐ท๐ฆ ๐ข๐ฏ๐ฅ ๐ด๐ฉ๐ฐ๐ถ๐ญ๐ฅ ๐ฏ๐ฐ๐ต ๐ฃ๐ฆ ๐ต๐ฉ๐ฆ ๐ด๐ฐ๐ญ๐ฆ ๐ฃ๐ข๐ด๐ช๐ด ๐ง๐ฐ๐ณ ๐ช๐ฏ๐ท๐ฆ๐ด๐ต๐ฎ๐ฆ๐ฏ๐ต ๐ฅ๐ฆ๐ค๐ช๐ด๐ช๐ฐ๐ฏ๐ด. ๐๐ฐ๐ฏ๐ด๐ถ๐ญ๐ต ๐บ๐ฐ๐ถ๐ณ ๐ง๐ช๐ฏ๐ข๐ฏ๐ค๐ช๐ข๐ญ ๐ข๐ฏ๐ฅ ๐ต๐ข๐น ๐ข๐ฅ๐ท๐ช๐ด๐ฐ๐ณ๐ด ๐ฃ๐ฆ๐ง๐ฐ๐ณ๐ฆ ๐ฎ๐ข๐ฌ๐ช๐ฏ๐จ ๐ข๐ฏ๐บ ๐ช๐ฏ๐ท๐ฆ๐ด๐ต๐ฎ๐ฆ๐ฏ๐ต๐ด.
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๐ง๐ต๐ฒ ๐ถ๐ป๐ณ๐น๐ฎ๐๐ถ๐ผ๐ป ๐๐ฒ ๐ธ๐ป๐ผ๐; ๐๐ต๐ฒ ๐ถ๐ป๐ณ๐น๐ฎ๐๐ถ๐ผ๐ป ๐๐ฒ ๐ฑ๐ผ๐ป'๐ ๐ธ๐ป๐ผ๐ Macro & Volatilityโข Podcast #9 Josh Silva & Michael Purves discuss: โข The profitability of collecting equity risk premium โข Inflation after November 5th โข Cheap insurance! Listen to the full Macro & Volatilityโข podcast on Spotify, Apple Podcasts and most other podcast platforms. ๐๐ฉ๐ฆ ๐ช๐ฏ๐ง๐ฐ๐ณ๐ฎ๐ข๐ต๐ช๐ฐ๐ฏ, ๐ฐ๐ฑ๐ช๐ฏ๐ช๐ฐ๐ฏ๐ด ๐ข๐ฏ๐ฅ ๐ท๐ช๐ฆ๐ธ๐ด ๐ฆ๐น๐ฑ๐ณ๐ฆ๐ด๐ด๐ฆ๐ฅ ๐ฐ๐ฏ ๐ต๐ฉ๐ช๐ด ๐ฑ๐ฐ๐ฅ๐ค๐ข๐ด๐ต ๐ข๐ณ๐ฆ ๐ง๐ฐ๐ณ ๐ช๐ฏ๐ง๐ฐ๐ณ๐ฎ๐ข๐ต๐ช๐ฐ๐ฏ๐ข๐ญ ๐ฑ๐ถ๐ณ๐ฑ๐ฐ๐ด๐ฆ๐ด ๐ฐ๐ฏ๐ญ๐บ ๐ข๐ฏ๐ฅ ๐ข๐ณ๐ฆ ๐ฏ๐ฐ๐ต ๐ช๐ฏ๐ต๐ฆ๐ฏ๐ฅ๐ฆ๐ฅ ๐ข๐ด ๐ช๐ฏ๐ท๐ฆ๐ด๐ต๐ฎ๐ฆ๐ฏ๐ต ๐ข๐ฅ๐ท๐ช๐ค๐ฆ. ๐๐ฉ๐ฆ ๐ฐ๐ฑ๐ช๐ฏ๐ช๐ฐ๐ฏ๐ด ๐ฆ๐น๐ฑ๐ณ๐ฆ๐ด๐ด๐ฆ๐ฅ ๐ฎ๐ข๐บ ๐ฏ๐ฐ๐ต ๐ข๐ญ๐ช๐จ๐ฏ ๐ธ๐ช๐ต๐ฉ ๐๐ข๐ด๐ด๐ข๐ช๐ค ๐๐ข๐ณ๐ต๐ฏ๐ฆ๐ณ๐ด' ๐ท๐ช๐ฆ๐ธ๐ด ๐ฐ๐ณ ๐ช๐ต๐ด ๐ค๐ญ๐ช๐ฆ๐ฏ๐ต ๐ด๐ต๐ณ๐ข๐ต๐ฆ๐จ๐ช๐ฆ๐ด. ๐๐ข๐ณ๐ฌ๐ฆ๐ต ๐ง๐ฐ๐ณ๐ฆ๐ค๐ข๐ด๐ต๐ด ๐ข๐ณ๐ฆ ๐ด๐ฑ๐ฆ๐ค๐ถ๐ญ๐ข๐ต๐ช๐ท๐ฆ ๐ข๐ฏ๐ฅ ๐ด๐ฉ๐ฐ๐ถ๐ญ๐ฅ ๐ฏ๐ฐ๐ต ๐ฃ๐ฆ ๐ต๐ฉ๐ฆ ๐ด๐ฐ๐ญ๐ฆ ๐ฃ๐ข๐ด๐ช๐ด ๐ง๐ฐ๐ณ ๐ช๐ฏ๐ท๐ฆ๐ด๐ต๐ฎ๐ฆ๐ฏ๐ต ๐ฅ๐ฆ๐ค๐ช๐ด๐ช๐ฐ๐ฏ๐ด. ๐๐ฐ๐ฏ๐ด๐ถ๐ญ๐ต ๐บ๐ฐ๐ถ๐ณ ๐ง๐ช๐ฏ๐ข๐ฏ๐ค๐ช๐ข๐ญ ๐ข๐ฏ๐ฅ ๐ต๐ข๐น ๐ข๐ฅ๐ท๐ช๐ด๐ฐ๐ณ๐ด ๐ฃ๐ฆ๐ง๐ฐ๐ณ๐ฆ ๐ฎ๐ข๐ฌ๐ช๐ฏ๐จ ๐ข๐ฏ๐บ ๐ช๐ฏ๐ท๐ฆ๐ด๐ต๐ฎ๐ฆ๐ฏ๐ต๐ด.
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Good to see more folks talking about the ๐ฑ๐ถ๐๐ฝ๐ฒ๐ฟ๐๐ถ๐ผ๐ป ๐๐ฟ๐ฎ๐ฑ๐ฒ.ย https://lnkd.in/eHY4U-WM Hear our thoughts on the ๐๐ฅ๐ฅ ๐๐ฐ๐ต๐ด and ๐๐ข๐ค๐ณ๐ฐ & ๐๐ฐ๐ญ๐ข๐ต๐ช๐ญ๐ช๐ต๐บ podcasts. What are your thoughts on this?ย ย Add your comment below. ๐ ย Thanks!
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๐ฆ๐ธ๐ฒ๐ & ๐ข๐๐ง๐, ๐๐ต๐ถ๐ฐ๐ต ๐ผ๐ป๐ฒ ๐ถ๐ ๐๐ช๐ฉ ๐ค๐ ๐๐ค๐ช๐๐? Macro & Volatility Podcast #8 Josh Silva & Michael Purves take on: โข FX volatility not reflecting the same political concerns as French bonds ย ย โข Skew as a better indicator of risk than volatility in FX ย ย โข VIX low, but the IV-RV spread high in the US ๐๐ฉ๐ฆ ๐ช๐ฏ๐ง๐ฐ๐ณ๐ฎ๐ข๐ต๐ช๐ฐ๐ฏ, ๐ฐ๐ฑ๐ช๐ฏ๐ช๐ฐ๐ฏ๐ด ๐ข๐ฏ๐ฅ ๐ท๐ช๐ฆ๐ธ๐ด ๐ฆ๐น๐ฑ๐ณ๐ฆ๐ด๐ด๐ฆ๐ฅ ๐ฐ๐ฏ ๐ต๐ฉ๐ช๐ด ๐ฑ๐ฐ๐ฅ๐ค๐ข๐ด๐ต ๐ข๐ณ๐ฆ ๐ง๐ฐ๐ณ ๐ช๐ฏ๐ง๐ฐ๐ณ๐ฎ๐ข๐ต๐ช๐ฐ๐ฏ๐ข๐ญ ๐ฑ๐ถ๐ณ๐ฑ๐ฐ๐ด๐ฆ๐ด ๐ฐ๐ฏ๐ญ๐บ ๐ข๐ฏ๐ฅ ๐ข๐ณ๐ฆ ๐ฏ๐ฐ๐ต ๐ช๐ฏ๐ต๐ฆ๐ฏ๐ฅ๐ฆ๐ฅ ๐ข๐ด ๐ช๐ฏ๐ท๐ฆ๐ด๐ต๐ฎ๐ฆ๐ฏ๐ต ๐ข๐ฅ๐ท๐ช๐ค๐ฆ. ๐๐ฉ๐ฆ ๐ฐ๐ฑ๐ช๐ฏ๐ช๐ฐ๐ฏ๐ด ๐ฆ๐น๐ฑ๐ณ๐ฆ๐ด๐ด๐ฆ๐ฅ ๐ฎ๐ข๐บ ๐ฏ๐ฐ๐ต ๐ข๐ญ๐ช๐จ๐ฏ ๐ธ๐ช๐ต๐ฉ ๐๐ข๐ด๐ด๐ข๐ช๐ค ๐๐ข๐ณ๐ต๐ฏ๐ฆ๐ณ๐ด' ๐ท๐ช๐ฆ๐ธ๐ด ๐ฐ๐ณ ๐ช๐ต๐ด ๐ค๐ญ๐ช๐ฆ๐ฏ๐ต ๐ด๐ต๐ณ๐ข๐ต๐ฆ๐จ๐ช๐ฆ๐ด. ๐๐ข๐ณ๐ฌ๐ฆ๐ต ๐ง๐ฐ๐ณ๐ฆ๐ค๐ข๐ด๐ต๐ด ๐ข๐ณ๐ฆ ๐ด๐ฑ๐ฆ๐ค๐ถ๐ญ๐ข๐ต๐ช๐ท๐ฆ ๐ข๐ฏ๐ฅ ๐ด๐ฉ๐ฐ๐ถ๐ญ๐ฅ ๐ฏ๐ฐ๐ต ๐ฃ๐ฆ ๐ต๐ฉ๐ฆ ๐ด๐ฐ๐ญ๐ฆ ๐ฃ๐ข๐ด๐ช๐ด ๐ง๐ฐ๐ณ ๐ช๐ฏ๐ท๐ฆ๐ด๐ต๐ฎ๐ฆ๐ฏ๐ต ๐ฅ๐ฆ๐ค๐ช๐ด๐ช๐ฐ๐ฏ๐ด. ๐๐ฐ๐ฏ๐ด๐ถ๐ญ๐ต ๐บ๐ฐ๐ถ๐ณ ๐ง๐ช๐ฏ๐ข๐ฏ๐ค๐ช๐ข๐ญ ๐ข๐ฏ๐ฅ ๐ต๐ข๐น ๐ข๐ฅ๐ท๐ช๐ด๐ฐ๐ณ๐ด ๐ฃ๐ฆ๐ง๐ฐ๐ณ๐ฆ ๐ฎ๐ข๐ฌ๐ช๐ฏ๐จ ๐ข๐ฏ๐บ ๐ช๐ฏ๐ท๐ฆ๐ด๐ต๐ฎ๐ฆ๐ฏ๐ต๐ด.
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๐๐ผ๐ ๐น๐ผ๐ป๐ด ๐ฐ๐ฎ๐ป ๐๐ฒ ๐น๐ถ๐บ๐ฏ๐ผ? Cross Asset Volatility Review - May 2024 โข In last monthโs Cross Asset Volatility piece, we made the case for a โNot So Cruel Summerโ with healthy earnings, an easing-biased Fed, and very few โunknown unknowns.โ ย ย โข At this point, the Fed is in โtweaking mode,โ and the bond market is closely aligned. For equities, there is much ado about nothing if the Fed cuts in September. ย ย โข Whatโs important is that equities are supported by earnings growth and not by P/E expansion. For the full review as well as future insights, reach out: https://lnkd.in/eaA7hnsm ๐๐ฉ๐ฆ ๐ช๐ฏ๐ง๐ฐ๐ณ๐ฎ๐ข๐ต๐ช๐ฐ๐ฏ, ๐ฐ๐ฑ๐ช๐ฏ๐ช๐ฐ๐ฏ๐ด ๐ข๐ฏ๐ฅ ๐ท๐ช๐ฆ๐ธ๐ด ๐ฆ๐น๐ฑ๐ณ๐ฆ๐ด๐ด๐ฆ๐ฅ ๐ฉ๐ฆ๐ณ๐ฆ ๐ข๐ณ๐ฆ ๐ง๐ฐ๐ณ ๐ช๐ฏ๐ง๐ฐ๐ณ๐ฎ๐ข๐ต๐ช๐ฐ๐ฏ๐ข๐ญ ๐ฑ๐ถ๐ณ๐ฑ๐ฐ๐ด๐ฆ๐ด ๐ฐ๐ฏ๐ญ๐บ ๐ข๐ฏ๐ฅ ๐ข๐ณ๐ฆ ๐ฏ๐ฐ๐ต ๐ช๐ฏ๐ต๐ฆ๐ฏ๐ฅ๐ฆ๐ฅ ๐ข๐ด ๐ช๐ฏ๐ท๐ฆ๐ด๐ต๐ฎ๐ฆ๐ฏ๐ต ๐ข๐ฅ๐ท๐ช๐ค๐ฆ. ๐๐ฉ๐ฆ ๐ฐ๐ฑ๐ช๐ฏ๐ช๐ฐ๐ฏ๐ด ๐ฆ๐น๐ฑ๐ณ๐ฆ๐ด๐ด๐ฆ๐ฅ ๐ฎ๐ข๐บ ๐ฏ๐ฐ๐ต ๐ข๐ญ๐ช๐จ๐ฏ ๐ธ๐ช๐ต๐ฉ ๐๐ข๐ด๐ด๐ข๐ช๐ค ๐๐ข๐ณ๐ต๐ฏ๐ฆ๐ณ๐ด' ๐ท๐ช๐ฆ๐ธ๐ด ๐ฐ๐ณ ๐ช๐ต๐ด ๐ค๐ญ๐ช๐ฆ๐ฏ๐ต ๐ด๐ต๐ณ๐ข๐ต๐ฆ๐จ๐ช๐ฆ๐ด. ๐๐ข๐ณ๐ฌ๐ฆ๐ต ๐ง๐ฐ๐ณ๐ฆ๐ค๐ข๐ด๐ต๐ด ๐ข๐ณ๐ฆ ๐ด๐ฑ๐ฆ๐ค๐ถ๐ญ๐ข๐ต๐ช๐ท๐ฆ ๐ข๐ฏ๐ฅ ๐ด๐ฉ๐ฐ๐ถ๐ญ๐ฅ ๐ฏ๐ฐ๐ต ๐ฃ๐ฆ ๐ต๐ฉ๐ฆ ๐ด๐ฐ๐ญ๐ฆ ๐ฃ๐ข๐ด๐ช๐ด ๐ง๐ฐ๐ณ ๐ช๐ฏ๐ท๐ฆ๐ด๐ต๐ฎ๐ฆ๐ฏ๐ต ๐ฅ๐ฆ๐ค๐ช๐ด๐ช๐ฐ๐ฏ๐ด. ๐๐ฐ๐ฏ๐ด๐ถ๐ญ๐ต ๐บ๐ฐ๐ถ๐ณ ๐ง๐ช๐ฏ๐ข๐ฏ๐ค๐ช๐ข๐ญ ๐ข๐ฏ๐ฅ ๐ต๐ข๐น ๐ข๐ฅ๐ท๐ช๐ด๐ฐ๐ณ๐ด ๐ฃ๐ฆ๐ง๐ฐ๐ณ๐ฆ ๐ฎ๐ข๐ฌ๐ช๐ฏ๐จ ๐ข๐ฏ๐บ ๐ช๐ฏ๐ท๐ฆ๐ด๐ต๐ฎ๐ฆ๐ฏ๐ต๐ด.