Michael Purves

Michael Purves, CEO of Tallbacken Capital Advisors, dives into market positioning and the implications of AI on capital spending. He explains how stocks are reacting to delayed economic data and discusses a K-shaped economy. Glenn Hubbard, former Dean of Columbia Business School, assesses the Fed's challenges and the ambiguous impact of AI on the labor market and productivity. Meanwhile, Sir Howard Stringer reflects on the BBC crisis, advocating for its public funding to maintain trust, and explores the challenges facing modern media.

Michael Purves, CEO of Tallbacken Capital Advisors, dives into the turbulent waters of the financial market, sharing insights on potential risks for the S&P 500. He discusses the growing concerns of a recession and how traders are bracing for Federal Reserve rate cuts. Purves believes the S&P could hit lows of 4,000 due to shifting market dynamics influenced by recent tariff policies. His analysis emphasizes the urgent need for strategies amidst rising economic uncertainties and a changing investment landscape.

Michael Purves and Josh Silva analyze the impact of rising interest rates on the economy, VIX, and equity market volatility. They delve into historical comparisons with the 90's tech-driven rally, discuss potential implications of 4.5% or 5% Treasury Yields on VIX and stocks, and explore the effects of inflation control on fixed income and equity markets.

Financial experts Michael Purves and Josh Silva dive into topics such as the upcoming Fed meeting, market expectations, equity market dynamics, interest rate effects, Fed mandates, rate volatility, VIX behavior, and the 'Dual Goldilocks' concept.

Presidential historian Andy Rudalevige discusses reshaping American political moments, swing voter perspectives, the uptick in Trump trade, and market volatility. Foreign affairs expert Robert D. Kaplan explores geopolitical implications. Chapters cover imperial presidency, VP picks, market dynamics, and cybersecurity importance.