Macro & Volatility™ #29: Foolin'

About this episode

The episode discusses the challenges of asset diversification and the impact of commodities and tape bombs in the current market.

Convexity conundrum: diversifying assets didn’t work Commodities are not tariffs and cannot be altered at the stroke of a pen Tape bombs are having diminishing impact

People in this episode

Hosts: Josh Silva, Michael Purves

Topics covered

• convexity
• diversification
• commodities
• tape bombs
• asset management

Keywords

• convexity
• diversification
• commodities
• tape bombs
• market impact

Mentioned in this episode

Organizations: Commodities

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