The winners, the losers, and the in-betweens<ul><li>Old economy vs New economy CapEx</li><li>Trump has Made Europe Great Again (“MEGA”)</li><li>US De-globalization is leading to Global De-correlation</li></ul>

The winners, the losers, and the in-betweensOld economy vs New economy CapExTrump has Made Europe Great Again (“MEGA”)US De-globalization is leading to Global De-correlation

Macro & Volatility™ #21:  Re-shoring, Re-industrialization, De-globalization

Josh Silva of Passaic Partners and Michael Purves of Tallbacken Capital discuss the world of investing through the lens of cross-asset and derivative frameworks.The information, opinions and views expressed on this podcast are for informational purposes only and are not intended as investment advice. The opinions expressed may not align with Passaic Partners' views or its client strategies. Market forecasts are speculative and should not be the sole basis for investment decisions. Consult your financial and tax advisors before making any investments.

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Josh Silva of Passaic Partners and Michael Purves of Tallbacken Capital discuss the world of investing through the lens of cross-asset and derivative frameworks. The information, opinions and views expressed on this podcast are for informational purposes only and are not intended as investment advice. The opinions expressed may not align with Passaic Partners' views or its client strategies. Market forecasts are speculative and should not be the sole basis for investment decisions. Consult your financial and tax advisors before making any investments.

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Macro & Volatility™ #21: Re-shoring, Re-industrialization, De-globalization

Macro & Volatility™ #21: Re-shoring, Re-industrialization, De-globalization