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Michael Purves

CEO and Founder at Tallbacken Capital Advisors

Top 5 podcasts with Michael Purves

Ranked by the Snipd community
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Jun 16, 2024 • 9min

Macro & Volatility™ #3: 4 cuts, 3 cuts, 2 cuts, NONE!

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.
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Jun 16, 2024 • 11min

Macro & Volatility™ #1

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.
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Jul 15, 2024 • 29min

The Trump Assassination Attempt Reshapes the Political Moment

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.
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Jun 16, 2024 • 8min

Macro & Volatility™ #7: Slow Curve Ahead

Josh Silva and Michael Purves discuss Powell's dovish Fed commentary and its impact on the yield curve, potential rate cuts, and long-term policy rates. They delve into equity volatility, inflation factors, and expectations for the upcoming June Fed meeting.
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Aug 16, 2024 • 28min

Stocks Lose Steam After Housing Data

Katy Kaminski, Chief Research Strategist at AlphaSimplex, dives into market fluctuations, emphasizing the significance of the S&P 50-day moving average. Michael Purves, Founder and CEO of Tallbacken Capital Advisors, discusses the current state of fixed income markets and the challenges faced by investors. Oliver Chen, Senior Retail Analyst at TD Cowen, highlights the impact of changing consumer behavior on luxury brands like LVMH and the evolving retail landscape, particularly the future of department stores amid economic concerns.