Ironsides Macroeconomics 'It's Never Different This Time'

Barry C. Knapp•ironsidesmacro.substack.com

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Episodes

The Dynamic US Economy Podcast

Please listen to our weekly podcast summarizing our June 22 note and consider becoming a paid subscriber, if you are not already, to read the full note You’re Really Going to Cut After Friday? Following the May employment report, we reiterated our view that the obsession with the statistical noise monthly net change in employment rather than trends in labor market turnover risked getting the economic and inflation outlook wrong. We saw little evidence that the recovery in labor market dynamism a...

Jul 08, 2019•6 min

Another Great Leap Forward Podcast

Please listen to our weekly podcast summarizing our June 22 note and consider becoming a paid subscriber, if you are not already, to read the full note IP, Innovation, Policy, Productivity and Margins Robert Gordon in the “Rise and Fall of American Growth” concluded the best innovation is behind us. Erik Brynjolfsson’s in “The Second Machine Age”, reached the opposite conclusion. Robert Solow commented decades ago that technology could be seen everywhere except in the productivity statistics. Fi...

Jul 01, 2019•5 min

The Fed Sideshow Podcast

Please listen to our weekly podcast summarizing our June 22 note and consider becoming a paid subscriber to read the full note In this week’s note, we are going to consider the range of outcomes for equities, credit and rates ahead of next week’s G20 ‘extended meeting’ between President’s Xi and Trump. Barry C. Knapp Managing Partner Ironsides Macroeconomics LLC 908-821-7584 https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This is a public episode. If you'd like to discuss this with other ...

Jun 24, 2019•6 min

It's the Economy, Xi: Weekly Podcast

Please listen to our weekly podcast summarizing our June 15 research note and consider becoming a paid subscriber to read the full note * This week’s Chinese and US data strengthen the case for trade detente * The Fed confirms a bias to ease, but a rate cut is reason to be short not long * Productivity, innovation and FANG antitrust risk * Barry C. Knapp Managing Partner Ironsides Macroeconomics LLC 908-821-7584 https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This is a public episode. If ...

Jun 17, 2019•6 min

Volatility of Volatility Podcast

Economic Stability, Policy Uncertainty Shocks and Market(s) Volatility This is a podcast summary of our weekly note. The full note is available to paid subscribers, our basic rate for individuals is $89/month or $999/year. https://ironsidesmacro.substack.com Barry C. Knapp Managing Partner Ironsides Macroeconomics LLC 908-821-7584 https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, ...

Jun 10, 2019•5 min

Policy Interventionism Podcast

We have transitioned to our notes to a free summary and full note for paid subscribers after three months. If you need more time to assess the value or complete an internal process please contact us and we will extend your trial. A description of the product and price document is available on request. This is a podcast summary of our weekly note. The full note is available to paid subscribers, our basic rate for individuals is $89/month or $999/year. https://ironsidesmacro.substack.com Barry C. ...

Jun 02, 2019•6 min

Podcast - Still Hearing Echoes

This weekend we published our last free complete note before transitioning to a free summary and full note for our paid subscribers format. Here is an audio summary of that note where we review the last three months of notes and our outlook. Please subscribe today. This is an audio summary of this week’s note (link below). https://ironsidesmacro.substack.com/p/still-hearing-echoes Barry C. Knapp Managing Partner Ironsides Macroeconomics LLC 908-821-7584 https://www.linkedin.com/in/barry-c-knapp/...

May 28, 2019•5 min

Podcast: How You Doing Joe 6-Pack?

Because of the favorable response of the podcast summary of our weekly note to all of our readers last week, here it is again. Next weekend we will offer our last free complete note before transitioning to a free summary and full note for our paid subscribers only. Please subscribe today. The household deleveraging cycle and discretionary sector stunning outperformance. This is a brief audio summary of this week’s note (link below). https://ironsidesmacro.substack.com/p/how-you-doing-joe-6-pack ...

May 20, 2019•5 min

Beggar Thy Neighbor II Audio

Please click on the link for a brief audio summary of this week’s note. https://ironsidesmacro.substack.com/p/beggar-thy-neighbor-ii This product has been available for paid subscribers only, this week we are offering it to everyone ahead of our June 1st format conversion when the full notes will only be available to paid subscribers. Please become a paid subscriber today. Barry C. Knapp Managing Partner Ironsides Macroeconomics LLC 908-821-7584 https://www.linkedin.com/in/barry-c-knapp/ @barryk...

May 13, 2019•3 min

The Contrarian Investor Podcast: Pilot

Nathaniel E. Baker and I on April 2nd recorded the pilot episode of his podcast series: The Contrarian Investor. We discussed the yield curve, the market’s misreading of the March FOMC meeting, the outlook for domestic and global growth and investing in banks, small caps and Treasury bear steepeners. Barry C. Knapp Managing Partner Ironsides Macroeconomics LLC 908-821-7584 https://www.linkedin.com/in/barry-c-knapp/ @barryknapp For disclosures please see our note ‘Fade the Fed’ This is a public e...

Apr 04, 2019•34 min

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