Ironsides Macroeconomics 'It's Never Different This Time'
185 episodes - English - Latest episode: 4 months ago - ★★★★★ - 6 ratingsMacroeconomic and public policy strategy
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Episodes
Stag Week
March 18, 2024 09:30 - 13 minutes - 9.25 MBThis audio summarizes our note dated March 16, Stag Week Note: The entire audio summary is outside the paywall this week, if you like it and are a free subscriber, please consider becoming an Ironsides Macro client. Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional communication has been prepared by Ironsides Macroeconomics LLC (“Ironside...
The Year in Review: 5% or Bust
December 26, 2023 17:44 - 10 minutes - 7.08 MBThis audio summarizes our annual year-in-review note dated December 24, The Year in Review: 5% or Bust Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional communication has been prepared by Ironsides Macroeconomics LLC (“Ironsides Macroeconomics”) for your informational purposes only. This material is for illustration and discussion purposes...
Growth Scare Ahead
November 27, 2023 14:11 - 8 minutes - 5.77 MBThis audio summarizes our November 25 note, Growth Scare Ahead Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional communication has been prepared by Ironsides Macroeconomics LLC (“Ironsides Macroeconomics”) for your informational purposes only. This material is for illustration and discussion purposes only and are not intended to be, nor sh...
Demonetization
October 23, 2023 09:30 - 17 minutes - 11.7 MBThis audio summarizes our October 21 note, Demonetization. Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional communication has been prepared by Ironsides Macroeconomics LLC (“Ironsides Macroeconomics”) for your informational purposes only. This material is for illustration and discussion purposes only and are not intended to be, nor should...
Productivity & Policy: Jackson Hole Review
August 29, 2023 15:14 - 9 minutes - 6.23 MBThis audio summarizes our August 28 note, Productivity & Policy: Jackson Hole Review Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional communication has been prepared by Ironsides Macroeconomics LLC (“Ironsides Macroeconomics”) for your informational purposes only. This material is for illustration and discussion purposes only and are not ...
Tightening Financial Conditions
August 22, 2023 10:00 - 14 minutes - 9.76 MBThis audio summarizes our August 19 note, Tightening Financial Conditions Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional communication has been prepared by Ironsides Macroeconomics LLC (“Ironsides Macroeconomics”) for your informational purposes only. This material is for illustration and discussion purposes only and are not intended to...
A Real Bear Steepener
August 08, 2023 16:00 - 12 minutes - 8.9 MBA Real Bear Steepener Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional communication has been prepared by Ironsides Macroeconomics LLC (“Ironsides Macroeconomics”) for your informational purposes only. This material is for illustration and discussion purposes only and are not intended to be, nor should they be construed as financial, leg...
Housing is Not Yet in Balance
August 02, 2023 10:00 - 11 minutes - 7.87 MBThis audio summarizes our July 31 note, Housing is Not Yet in Balance Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional communication has been prepared by Ironsides Macroeconomics LLC (“Ironsides Macroeconomics”) for your informational purposes only. This material is for illustration and discussion purposes only and are not intended to be,...
Unstable Equilibrium
July 25, 2023 16:00 - 14 minutes - 10 MBThis audio summarizes our July 22 note, Unstable Equilibrium Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional communication has been prepared by Ironsides Macroeconomics LLC (“Ironsides Macroeconomics”) for your informational purposes only. This material is for illustration and discussion purposes only and are not intended to be, nor shou...
The Path from 9 to 3, now what?
July 17, 2023 13:29 - 11 minutes - 7.97 MBThis audio summarizes our July 15 note, The Path from 9 to 3, now what? Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional communication has been prepared by Ironsides Macroeconomics LLC (“Ironsides Macroeconomics”) for your informational purposes only. This material is for illustration and discussion purposes only and are not intended to b...
PTSD or Productivity Boom
July 05, 2023 15:47 - 13 minutes - 8.96 MBThis audio summarizes our July 2 note, PTSD or Productivity Boom Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional communication has been prepared by Ironsides Macroeconomics LLC (“Ironsides Macroeconomics”) for your informational purposes only. This material is for illustration and discussion purposes only and are not intended to be, nor ...
Shouldn't Call it a Skip
June 20, 2023 18:00 - 8 minutes - 6.02 MBThis audio summarizes our June 17 note, Shouldn't Call it a Skip Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional communication has been prepared by Ironsides Macroeconomics LLC (“Ironsides Macroeconomics”) for your informational purposes only. This material is for illustration and discussion purposes only and are not intended to be, nor ...
Liquidity Climate Change
May 23, 2023 16:00 - 15 minutes - 10.7 MBThis audio summarizes our May 20 note, Liquidity Climate Change Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional communication has been prepared by Ironsides Macroeconomics LLC (“Ironsides Macroeconomics”) for your informational purposes only. This material is for illustration and discussion purposes only and are not intended to be, nor s...
The Fed's Trilemma
May 16, 2023 16:00 - 15 minutes - 10.9 MBThis audio summarizes our May 13 note, The Fed's Trilemma We removed the paywall from the referenced note, it is particularly dense. Please have a look. Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional communication has been prepared by Ironsides Macroeconomics LLC (“Ironsides Macroeconomics”) for your informational purposes only. This m...
Do No Harm
May 09, 2023 16:00 - 13 minutes - 9.06 MBI am on the Host Committee for the 2023 Symposium on behalf of MacroMinds, which was founded by Dean Curnutt to bring the investment community together in support of causes that expand educational opportunities for students. I wanted to share the impressive agenda for the 3rd annual event, taking place on June 7th in NYC. It should be an excellent day of content and interaction as we support education. Please reach out with any questions around attending or becoming a sponsor. This audio...
The Dog That Didn’t Bite
May 02, 2023 16:00 - 15 minutes - 10.6 MBI am on the Host Committee for the 2023 Symposium on behalf of MacroMinds, which was founded by Dean Curnutt to bring the investment community together in support of causes that expand educational opportunities for students. I wanted to share the impressive agenda for the 3rd annual event, taking place on June 7th in NYC. It should be an excellent day of content and interaction as we support education. Please reach out with any questions around attending or becoming a sponsor. This audio...
It’s What They Pay
April 25, 2023 16:00 - 12 minutes - 8.76 MBThis audio summarizes our April 22 note, It’s What They Pay Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional communication has been prepared by Ironsides Macroeconomics LLC (“Ironsides Macroeconomics”) for your informational purposes only. This material is for illustration and discussion purposes only and are not intended to be, nor shoul...
Malinvestment Bust in Silicon Valley
March 13, 2023 12:00 - 19 minutes - 13.3 MBThis audio summarizes our March 11 note, Malinvestment Bust in Silicon Valley Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional communication has been prepared by Ironsides Macroeconomics LLC (“Ironsides Macroeconomics”) for your informational purposes only. This material is for illustration and discussion purposes only and are not intende...
Inflation Mythology
February 13, 2023 14:45 - 10 minutes - 7.06 MBMacro Risk Advisors Announces Formation of Ironsides MRA Institutional This audio summarizes our February 11 note, Inflation Mythology Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional communication has been prepared by Ironsides Macroeconomics LLC (“Ironsides Macroeconomics”) for your informational purposes only. This material is for ill...
Cyclical Stocks to Outperform as Inflation Drops to 3.5%: Barry Knapp’s 2023 Outlook
January 10, 2023 00:46 - 54 minutes - 37.2 MBThe Contrarian Investor Podcast – The Contrarian Investor Podcast gives voice to those who challenge a prevailing narrative in global financial markets (contrarianpod.com) Barry Knapp of Ironsides Macroeconomics rejoins the podcast to discuss his surprisingly sanguine view of the economy in 2023: Why cyclical stocks should outperform the technology and defensive sectors, and why he’s expecting inflation to drop to 3.5% by the second half of the year. Content Highlights * Inflationary rece...
Audio: 2023 Outlook
December 05, 2022 17:00 - 9 minutes - 11.3 MBImportant Note: The paywall has been unlocked on our 2023 Outlook note for free subscribers This audio recap focuses on our December 3 note, 2023 Outlook: 9 to 4, but then what Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional communication has been prepared by Ironsides Macroeconomics LLC (“Ironsides Macroeconomics”) for your informatio...
Audio: Ebenezer Powell
November 28, 2022 11:00 - 9 minutes - 13.2 MBThis audio recap focuses on our November 19 note, Ebenezer Powell Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional communication has been prepared by Ironsides Macroeconomics LLC (“Ironsides Macroeconomics”) for your informational purposes only. This material is for illustration and discussion purposes only and are not intended to be, nor...
Talking Tough
November 21, 2022 11:00 - 18 minutes - 25.1 MBThis audio recap focuses on our November 19 note, Talking Tough Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional communication has been prepared by Ironsides Macroeconomics LLC (“Ironsides Macroeconomics”) for your informational purposes only. This material is for illustration and discussion purposes only and are not intended to be, nor s...
Audio: Governance
November 14, 2022 13:40 - 14 minutes - 19.7 MBThis audio recap focuses on our November 12 note, Governance Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional communication has been prepared by Ironsides Macroeconomics LLC (“Ironsides Macroeconomics”) for your informational purposes only. This material is for illustration and discussion purposes only and are not intended to be, nor shou...
Audio: Three Questions
November 07, 2022 14:07 - 15 minutes - 20.9 MBThis audio recap focuses on our November 5 note, Three Questions Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional communication has been prepared by Ironsides Macroeconomics LLC (“Ironsides Macroeconomics”) for your informational purposes only. This material is for illustration and discussion purposes only and are not intended to be, nor ...
Audio Crunch Time
October 31, 2022 13:11 - 16 minutes - 22.9 MBWhat is the Path to Lowering Inflation? | The Buck Stops Here Catherine Murray welcomes Barry Knapp, Managing Partner at Ironsides Macro, to discuss the slow transition from the 'old economy' before COVID-19, to what is likely to unfold in the equity markets in the months and years ahead. This audio recap focuses on our October 29 note, Crunch Time Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] https://www.li...
Audio: FOMC Stress Test
July 18, 2022 12:48 - 14 minutes - 20 MBThis audio recap focuses on our July 16 note, FOMC Stress Test Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional communication has been prepared by Ironsides Macroeconomics LLC (“Ironsides Macroeconomics”) for your informational purposes only. This material is for illustration and discussion purposes only and are not intended to be, nor sh...
Audio: Convergence
July 11, 2022 12:36 - 9 minutes - 12.7 MBThis audio recap focuses on our July 9 note, Convergence Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional communication has been prepared by Ironsides Macroeconomics LLC (“Ironsides Macroeconomics”) for your informational purposes only. This material is for illustration and discussion purposes only and are not intended to be, nor should t...
Audio: 2H22 Outlook: Mostly, They Made it Worse
July 05, 2022 13:12 - 9 minutes - 13 MBThis audio recap focuses on our July 2 note, 2H22 Outlook: Mostly, They Made it Worse Important: Early tomorrow morning, July 6, the note will be placed outsides the paywall to provide a sample of what you will see if you become a paid subscriber. Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional communication has been prepared by Ironsid...
Audio: Real, Not Nominal, Recessions
June 27, 2022 10:00 - 12 minutes - 17.7 MBThis audio recap focuses on our June 25 note, Real, Not Nominal, Recessions Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional communication has been prepared by Ironsides Macroeconomics LLC (“Ironsides Macroeconomics”) for your informational purposes only. This material is for illustration and discussion purposes only and are not intended ...
Audio: Markets Fix Problems Policymakers Create
June 22, 2022 14:51 - 11 minutesThis audio recap focuses on our June 21 note, Markets Fix Problems Policymakers Create Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional communication has been prepared by Ironsides Macroeconomics LLC (“Ironsides Macroeconomics”) for your informational purposes only. This material is for illustration and discussion purposes only and are no...
Audio: Inflation Lights a Political Fire
June 13, 2022 12:57 - 14 minutesThis audio recap focuses on our June 11 note, Inflation Lights a Political Fire Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional communication has been prepared by Ironsides Macroeconomics LLC (“Ironsides Macroeconomics”) for your informational purposes only. This material is for illustration and discussion purposes only and are not inten...
Audio: The Third Variable
June 06, 2022 10:00 - 14 minutesThis audio recap focuses on our June 4 note, The Third Variable Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional communication has been prepared by Ironsides Macroeconomics LLC (“Ironsides Macroeconomics”) for your informational purposes only. This material is for illustration and discussion purposes only and are not intended to be, nor s...
Audio: The Misunderstood Macro Environment
May 31, 2022 10:00 - 15 minutesToday’s audio recap focuses on our May 28 note, The Misunderstood Macro Environment CNBC Video: I think this is the start of the recovery of Fed policy correction, says Ironsides' Barry Knapp Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional communication has been prepared by Ironsides Macroeconomics LLC (“Ironsides Macroeconomics”) for y...
Audio: The Despair Stage
May 23, 2022 22:07 - 10 minutesToday’s audio recap focuses on our May 14 note, The Despair Stage Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional communication has been prepared by Ironsides Macroeconomics LLC (“Ironsides Macroeconomics”) for your informational purposes only. This material is for illustration and discussion purposes only and are not intended to be, nor...
Audio: A Liquidity, not a Credit, Cycle
May 16, 2022 10:00 - 14 minutesToday’s audio recap focuses on our May 14 note, A Liquidity, not a Credit, Cycle Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional communication has been prepared by Ironsides Macroeconomics LLC (“Ironsides Macroeconomics”) for your informational purposes only. This material is for illustration and discussion purposes only and are not inte...
Audio: Valuation Comeuppance
May 09, 2022 10:00Today’s audio recap focuses on our May 7 note, Valuation Comeuppance If you are not a subscriber to all of our products, details can be found here Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional communication has been prepared by Ironsides Macroeconomics LLC (“Ironsides Macroeconomics”) for your informational purposes only. This materia...
Audio: Relief Rally
May 02, 2022 10:00Today’s audio recap focuses on our April 30 note, Relief Rally If you are not a subscriber to all of our products, details can be found here Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional communication has been prepared by Ironsides Macroeconomics LLC (“Ironsides Macroeconomics”) for your informational purposes only. This material is f...
Audio: Returnless Risk
April 25, 2022 10:00 - 14 minutesToday’s audio recap focuses on our April 23 note, Returnless Risk If you are not a subscriber to all of our products, details can be found here Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional communication has been prepared by Ironsides Macroeconomics LLC (“Ironsides Macroeconomics”) for your informational purposes only. This material i...
Audio: Peak Goods Prices, Services Still Rising
April 18, 2022 10:00 - 16 minutesToday’s audio recap focuses on our April 16 note, Peak Goods Prices, Services Still Rising If you are not a subscriber to all of our products, details can be found here Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional communication has been prepared by Ironsides Macroeconomics LLC (“Ironsides Macroeconomics”) for your informational purpo...
Audio: The Politics of Inflation
April 11, 2022 10:00 - 9 minutesToday’s audio recap focuses on our April 9 note, The Politics of Inflation If you are not a subscriber, details can be found here Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional communication has been prepared by Ironsides Macroeconomics LLC (“Ironsides Macroeconomics”) for your informational purposes only. This material is for illustra...
Audio: Inflation Backwardation
April 04, 2022 10:00 - 13 minutesSpecial Note: I am going to be a featured speaker at the upcoming MacroMinds charitable investment symposium on May 18-19th in NYC. The event raises money for 3 causes (Rock the Street, Wall Street, Big Brothers Big Sisters of NYC and the Valerie Fund) focused on student education. I will provide insights on the path for the economy, inflation and monetary policy. I’m excited to do this panel with Exante Data Founder, Jens Nordvig. Moderating with be former CIO of the NYU Endowment and n...
Audio: Q2 Outlook: Policy vs Productivity
March 28, 2022 11:00 - 11 minutesToday’s audio recap focuses on our March 26 note, Q2 Outlook: Policy vs Productivity This week’s note is outside the paywall, please have a look and consider becoming a subscriber If you are not a subscriber, details can be found here Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional communication has been prepared by Ironsides Macroecon...
Audio: The Road to Redemption
March 21, 2022 10:00 - 13 minutesToday’s audio recap focuses on our March 19 note, The Road to Redemption If you are not a subscriber, details can be found here Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional communication has been prepared by Ironsides Macroeconomics LLC (“Ironsides Macroeconomics”) for your informational purposes only. This material is for illustrati...
Audio: Federalies Time
March 14, 2022 10:00 - 17 minutesWe have exciting news to share: You can now read Ironsides Macroeconomics 'It's Never Different This Time' in the new Substack app for iPhone. With the app, you’ll have a dedicated Inbox for our Substack. New posts will never get lost in your email filters or stuck in spam. Longer posts will never get cut-off by your email app. Comments and rich media will all work seamlessly. Overall, it’s a big upgrade to the reading experience. The Substack app is currently available for iOS. If you don...
Audio: King Dollar
March 07, 2022 11:00 - 16 minutesToday’s audio recap focuses on our March 5 note, King Dollar If you are not a full subscriber, details can be found here Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional communication has been prepared by Ironsides Macroeconomics LLC (“Ironsides Macroeconomics”) for your informational purposes only. This material is for illustration and ...
Audio: Deglobalization
February 28, 2022 11:00 - 13 minutesToday’s audio recap focuses on our February 26 note, Deglobalization If you are not a full subscriber, details can be found here Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional communication has been prepared by Ironsides Macroeconomics LLC (“Ironsides Macroeconomics”) for your informational purposes only. This material is for illustrat...
Audio Summary: Retest
February 22, 2022 11:00 - 15 minutesThis week’s note was dense, hence the longer podcast Today’s audio recap focuses on our February 19 note, Retest If you are not a full subscriber, details can be found here Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional communication has been prepared by Ironsides Macroeconomics LLC (“Ironsides Macroeconomics”) for your informational ...
Audio: The Fed is a Slow Follower
February 14, 2022 14:37 - 14 minutesToday’s audio recap focuses on our February 12 note, The Fed is a Slow Follower If you are not a full subscriber, details can be found here We are planning changes to the podcast for 2022, stay tuned for details. Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional communication has been prepared by Ironsides Macroeconomics LLC (“Ironsides ...
Audio: The Battle Over the Balance Sheet
February 08, 2022 15:11 - 14 minutesToday’s audio recap focuses on our February 5 note, The Battle Over the Balance Sheet If you are not a full subscriber, details can be found here We are planning changes to the podcast for 2022, stay tuned for details. Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional communication has been prepared by Ironsides Macroeconomics LLC (“Iron...