Episode 19
Macro & Volatility™ #19: Beyond Liberation Day
Macro & Volatility™ · Josh Silva and Michael Purves
March 27, 20258m 37s
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Show Notes
- What does Liberation Day mean for inflation?
- Bonds and the Fed are pointing to growth contraction and moderate stagflation
- Tail-hedging didn’t work
- Trump Put is very different than the Fed Put