<ul><li>What does Liberation Day mean for inflation?</li><li>Bonds and the Fed are pointing to growth contraction and moderate stagflation</li><li>Tail-hedging didn’t work</li><li>Trump Put is very different than the Fed Put</li></ul>

Macro & Volatility™ #20:  4000s without a Recession

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.