Macro & Volatility™ #29: Foolin'

Macro & Volatility™ by Josh Silva and Michael Purves

E29
23:50
Episode notes
  • Convexity conundrum: diversifying assets didn’t work
  • Commodities are not tariffs and cannot be altered at the stroke of a pen
  • Tape bombs are having diminishing impact
Keywords
convexityTreasury curvediversificationtape bombs