Ironsides Macroeconomics 'It's Never Different This Time'
Λεπτομέρειες Καναλιού
Ironsides Macroeconomics 'It's Never Different This Time'
Macroeconomic and public policy strategy ironsidesmacro.substack.com
Πρόσφατα Επεισόδια
195 επεισόδια
The Dog That Didn't Bite
This is a video summary of our January 17 note, The Dog That Didn’t Bite
Ironsides Macroeconomics ‘It’s Never Different This Time’ is a reader-s...
Merry New Year
This is a video summary of our January 3 note, Merry New Year, we are making this available to free subscribers this morning.
Ironsides M...
Financial Statism
This is a video summary covering our annual thematic note released December 18, Macro Themes: Reversing Financial Statism and a second note covering l...
Run it Hot
Note: We had an issue with the audio in our earlier post, apologies
This video is offered to all subscribers, it summarizes our September 29 not...
The Road to Redemption
This is a video summary of our September 19 note, The Road to Redemption
Ironsides Macroeconomics 'It's Never Different This Time' is a r...
Disinflation Resumption
This is a video summary of our weekly note, Disinflation Resumption, this has been released to both paid and introductory subscribers, for more inform...
Anatomy of a Treasury Rally
This video summarizes our weekly note dated March 1, Anatomy of a Treasury Rally
Due to our travel schedule the summary is abbreviated this week...
Turning the Page
This video summarizes our weekly note published January 17, Turning the Page. This week we are not sending two versions due to our travel schedule. If...
Our Dollar, Everyone's Problem
This is an audio summary of our November 16 note, Our Dollar, Everyone's Problem
Barry C. Knapp
Managing Partner
Director of Researc...
Under Promising
This is an audio summary of our September 14 note, Under Promising
Everyone, including those of you only receiving the introductory notes and ab...
Dynamism Destruction
This is an audio summary of our August 3 note, Dynamism Destruction, it is outside the paywall. For those who are not full subscribers, here is how yo...
Labor Demand Convexity
This video summarizes our July 31 note titled Labor Demand Convexity
We removed the paywall on this video, to read all of our notes, receive our...
Stag Week
This 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...
The Year in Review: 5% or Bust
This audio summarizes our annual year-in-review note dated December 24, The Year in Review: 5% or Bust
Barry C. Knapp
Managing Partner
Growth Scare Ahead
This audio summarizes our November 25 note, Growth Scare Ahead
Barry C. Knapp
Managing Partner
Director of Research
Ironsides...
Demonetization
This audio summarizes our October 21 note, Demonetization.
Barry C. Knapp
Managing Partner
Director of Research
Ironsides Macr...
Productivity & Policy: Jackson Hole Review
This audio summarizes our August 28 note, Productivity & Policy: Jackson Hole Review
Barry C. Knapp
Managing Partner
Director of Res...
Tightening Financial Conditions
This audio summarizes our August 19 note, Tightening Financial Conditions
Barry C. Knapp
Managing Partner
Director of Research
...
A Real Bear Steepener
A Real Bear Steepener
Barry C. Knapp
Managing Partner
Director of Research
Ironsides Macroeconomics LLC
908-821-7584
Housing is Not Yet in Balance
This audio summarizes our July 31 note, Housing is Not Yet in Balance
Barry C. Knapp
Managing Partner
Director of Research
Iro...
Unstable Equilibrium
This audio summarizes our July 22 note, Unstable Equilibrium
Barry C. Knapp
Managing Partner
Director of Research
Ironsides Ma...
The Path from 9 to 3, now what?
This audio summarizes our July 15 note, The Path from 9 to 3, now what?
Barry C. Knapp
Managing Partner
Director of Research
I...
PTSD or Productivity Boom
This audio summarizes our July 2 note, PTSD or Productivity Boom
Barry C. Knapp
Managing Partner
Director of Research
Ironside...
Shouldn't Call it a Skip
This audio summarizes our June 17 note, Shouldn't Call it a Skip
Barry C. Knapp
Managing Partner
Director of Research
Ironside...
Liquidity Climate Change
This audio summarizes our May 20 note, Liquidity Climate Change
Barry C. Knapp
Managing Partner
Director of Research
Ironsides...
The Fed's Trilemma
This audio summarizes our May 13 note, The Fed's Trilemma
We removed the paywall from the referenced note, it is particularly dense. Please have...
Do No Harm
I am on the Host Committee for the 2023 Symposium on behalf of MacroMinds, which was founded by Dean Curnutt to bring the investment community togethe...
The Dog That Didn’t Bite
I am on the Host Committee for the 2023 Symposium on behalf of MacroMinds, which was founded by Dean Curnutt to bring the investment community togethe...
It’s What They Pay
This audio summarizes our April 22 note, It’s What They Pay
Barry C. Knapp
Managing Partner
Director of Research
Ironsides Mac...
Malinvestment Bust in Silicon Valley
This audio summarizes our March 11 note, Malinvestment Bust in Silicon Valley
Barry C. Knapp
Managing Partner
Director of Research
Inflation Mythology
Macro Risk Advisors Announces Formation of Ironsides MRA Institutional
This audio summarizes our February 11 note, Inflation Mythology
Bar...
Cyclical Stocks to Outperform as Inflation Drops to 3.5%: Barry Knapp’s 2023 Outlook
The Contrarian Investor Podcast – The Contrarian Investor Podcast gives voice to those who challenge a prevailing narrative in global financial market...
Audio: 2023 Outlook
Important Note: The paywall has been unlocked on our 2023 Outlook note for free subscribers
This audio recap focuses on our December 3 note, 202...
Audio: Ebenezer Powell
This audio recap focuses on our November 19 note, Ebenezer Powell
Barry C. Knapp
Managing Partner
Director of Research
Ironsid...
Talking Tough
This audio recap focuses on our November 19 note, Talking Tough
Barry C. Knapp
Managing Partner
Director of Research
Ironsides...
Audio: Governance
This audio recap focuses on our November 12 note, Governance
Barry C. Knapp
Managing Partner
Director of Research
Ironsides Ma...
Audio: Three Questions
This audio recap focuses on our November 5 note, Three Questions
Barry C. Knapp
Managing Partner
Director of Research
Ironside...
Audio Crunch Time
What is the Path to Lowering Inflation? | The Buck Stops Here
Catherine Murray welcomes Barry Knapp, Managing Partner at Ironsides Macro, to dis...
Audio: FOMC Stress Test
This audio recap focuses on our July 16 note, FOMC Stress Test
Barry C. Knapp
Managing Partner
Director of Research
Ironsides...
Audio: Convergence
This audio recap focuses on our July 9 note, Convergence
Barry C. Knapp
Managing Partner
Director of Research
Ironsides Macroe...