<ul><li>Risk-on sentiment is reinforced by accelerated global earnings</li><li>Markets go up... volatility goes up</li><li>The Magnificents’ P/E-to-expected growth is favorable — not true for the Everything Else</li><li>Cross-asset correlations are already historically high — a short hop to “1”</li><li>Gold is expected to move higher, driven by global populist monetary and fiscal stimulus</li></ul>

Risk-on sentiment is reinforced by accelerated global earningsMarkets go up... volatility goes upThe Magnificents’ P/E-to-expected growth is favorable — not true for the Everything ElseCross-asset correlations are already historically high — a short hop to “1”Gold is expected to move higher, driven by global populist monetary and fiscal stimulus

Macro & Volatility™ #24: Certain things are true... for now!

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™ #24: Certain things are true... for now!

Macro & Volatility™ #24: Certain things are true... for now!