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Macro & Volatility™
Macro & Volatility™ #25: Who’s S...
Macro & Volatility™ #25: Who’s Special in a K-shaped Economy?
Macro & Volatility™ by Josh Silva and Michael Purves
E25
Oct 31, 2025
23:37
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Long Vol and long Delta
Paid to be long Correlation
Buy Everything!
Keywords
CapEx
correlation
K-shaped
MAG6
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