Macro & Volatility™ #25: Who’s Special in a K-shaped Economy?
From Macro & Volatility™ by Josh Silva and Michael Purves
October 31, 2025 · 24 min · Episode 25
About this episode
The episode discusses the implications of a K-shaped economy and investment strategies related to volatility and correlation.
Long Vol and long Delta Paid to be long Correlation Buy Everything!
People in this episode
Hosts: Josh Silva, Michael Purves
Topics covered
- K-shaped Economy
- Long Volatility
- Delta
- Correlation
- Investing
- Market Trends
Keywords
- K-shaped Economy
- Long Volatility
- Delta
- Correlation
- Investing
- Market Trends
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