Michael Purvis, CEO of Tallbacken Capital Advisors, and Josh Silva, CIO of Passaic Partners, delve into the intriguing concept of the dispersion trade in the stock market. Despite the S&P 500's calm surface, individual stocks are experiencing significant volatility. They discuss how traders are capitalizing on this disparity, exploring the intricacies of balance between stability and volatility, and the influence of macroeconomic factors on risk management strategies. Additionally, AI's role in shaping trading dynamics becomes a focal point in their analysis.
