Today’s podcast focuses on our June 5th note, Future Shock Here is the link to the Ironsides Macroeconomics LLC YouTube channel, today’s video will be posted Monday following the release of this podcast. To read the note referenced in our weekly podcast, get our subscriber flash updates, chart books, and direct access to the director of research please become a paid subscriber. If you are an institutional client, you can also onboard us to your research platform for institutional quality service...
Jun 07, 2021•13 min
Today’s podcast focuses on our May 29th note, Accelerating Capital Investment Here is the link to the Ironsides Macroeconomics LLC YouTube channel, today’s video will be posted Monday following the release of this podcast. To read the full note, get our subscriber flash updates, chart books, and direct access to the director of research please become a paid subscriber. If you are an institutional client, you can also onboard us to your research platform for institutional quality service. You can...
Jun 01, 2021•12 min
Today’s podcast focuses on our May 22nd note, Follow the Money Here is the link to the Ironsides Macroeconomics LLC YouTube channel, today’s video will be posted Monday following the release of this podcast. To read the full note, get our subscriber flash updates, chart books, and direct access to the director of research please become a paid subscriber. If you are an institutional client, you can also onboard us to your research platform for institutional quality service. You can also contact m...
May 24, 2021•14 min
Today’s podcast focuses on our May 15th note, Inflation: Making Sure "It" Does Happen Here Here is the link to the Ironsides Macroeconomics LLC YouTube channel, today’s video will be posted Monday following the release of this podcast. To read the full note, get our subscriber flash updates, chart books, and direct access to the director of research please become a paid subscriber. If you are an institutional client, you can also onboard us to your research platform for institutional quality ser...
May 17, 2021•15 min
Today’s podcast focuses on our May 8th note, Partial Yield Curve Control Here is the link to the Ironsides Macroeconomics LLC YouTube channel, today’s video will be posted Monday morning following the release of this podcast. To read the full note, get our subscriber flash updates, chart books, and direct access to the director of research please become a paid subscriber. If you are an institutional client, you can also onboard us to your research platform for institutional quality service. You ...
May 10, 2021•16 min
Today’s podcast focuses on our May 1st note, Substantial Further Progress Here is the link to the Ironsides Macroeconomics LLC YouTube channel, today’s video will be posted Monday morning following the release of this podcast. To read the full note, get our subscriber flash updates, chart books, and direct access to the director of research please become a paid subscriber. If you are an institutional client, you can also onboard us to your research platform for institutional quality service. You...
May 03, 2021•15 min
Today’s podcast focuses on our April 24th note, Das Kapital Here is the link to the Ironsides Macroeconomics LLC YouTube channel, today’s video will be posted Monday morning following the release of this podcast. To read the full note, get our subscriber flash updates, chart books, and direct access to the director of research please become a paid subscriber. If you are an institutional client, you can also onboard us to your research platform for institutional quality service. You can also cont...
Apr 26, 2021•16 min
Today’s podcast focuses on our April 17th note, Ready to Rip Here is the link to the Ironsides Macroeconomics LLC YouTube channel, today’s video will be posted Monday morning following the release of this podcast. To read the full note, get our subscriber flash updates, chart books, and direct access to the director of research please become a paid subscriber. If you are an institutional client, you can also onboard us to your research platform for institutional quality service. You can also con...
Apr 19, 2021•13 min
Today’s podcast focuses on our April 10th note, Inflation, Margins, Earnings & Business Cycles . Here is the link to the Ironsides Macroeconomics LLC YouTube channel, today’s video will be posted Monday morning following the release of this podcast. To read the full note, get our subscriber flash updates, chart books, and direct access to the director of research please become a paid subscriber. If you are an institutional client, you can also onboard us to your research platform for institu...
Apr 12, 2021•16 min
Today’s podcast focuses on our April 3rd note, A Good Friday for Jobs, not for Bonds . Here is the link to the Ironsides Macroeconomics LLC YouTube channel, today’s video will be posted Monday morning following the release of this podcast. To read the full note, get our subscriber flash updates, chart books, and direct access to the director of research please become a paid subscriber. If you are an institutional client, you can also onboard us to your research platform for institutional quality...
Apr 05, 2021•16 min
Today’s podcast focuses on our March 27th note, Pandemic Effects . Here is the link to the Ironsides Macroeconomics LLC YouTube channel, today’s video will be posted Monday morning following the release of this podcast. To read the full note, get our subscriber flash updates, chart books, and direct access to the director of research please become a paid subscriber. If you are an institutional client, you can also onboard us to your research platform for institutional quality service. You can al...
Mar 29, 2021•13 min
We did not release a note this week, you will hear from us shortly in written form. In the interim, here are some updated thoughts. Here is the link to the Ironsides Macroeconomics LLC YouTube channel, today’s video will be posted Monday morning following the release of this podcast. To read the full note, get our subscriber flash updates, chart books, and direct access to the director of research please become a paid subscriber. If you are an institutional client, you can also onboard us to you...
Mar 22, 2021•13 min
Today’s podcast focuses on our March 12th note, 2Q21 Outlook: Room to Run . Here is the link to the Ironsides Macroeconomics LLC YouTube channel, today’s video will be posted Monday morning following the release of this podcast. To read the full note, get our subscriber flash updates, chart books, and direct access to the director of research please become a paid subscriber. If you are an institutional client, you can also onboard us to your research platform for institutional quality service. Y...
Mar 15, 2021•13 min
Today’s podcast focuses on our March 5th note, Bretton Woods II . The report extends our ‘60s analog describing how expansive fiscal and monetary policy led to the collapse of the dollar gold standard foreshadowing pressure on the current system and the rise of crypto. Here is the link to the Ironsides Macroeconomics LLC YouTube channel, today’s video will be posted Monday morning following the release of this podcast. Please consider becoming a paid subscriber, or if you are an institutional cl...
Mar 08, 2021•13 min
A new paradigm, choking on supply, the employment mandate Today’s podcast focuses on our February 27 note titled Fiscal Dominance Rate Regime Here is the link to the Ironsides Macroeconomics LLC YouTube channel, today’s video will be posted Monday morning following the release of this podcast Please consider becoming a paid subscriber, or if you are an institutional client, on boarding us to your research platform to read our full note and gain access to our client presentation, measures of risk...
Mar 01, 2021•14 min
Population immunity, a real rate supply shock, economic momentum & corporate confidence Today’s podcast focuses on our note released February 20 titled Don't Fade the Reopening Here is the link to the Ironsides Macroeconomics LLC YouTube channel, today’s video will be posted Monday morning following the release of this podcast Please consider becoming a paid subscriber, or if you are an institutional client, on boarding us to your research platform to read our full note and gain access to ou...
Feb 22, 2021•19 min
Policy Tradeoffs, Transitory Demand-Pull Inflation, Reflation is good, Inflation is not “There are no solutions. There are only trade-offs.” Thomas Sowell, A Conflict of Visions: Ideological Origins of Political Struggles Today’s podcast focuses on our note released February 13 titled Pandemic Relief and the Debt Hangover Please consider becoming a paid subscriber, or if you are an institutional client, on boarding us to your research platform to read our full note and gain access to our client ...
Feb 16, 2021•15 min
Fiscal calculus, TGA & QE, the work week surge and reflation game on Today’s podcast focuses on our note released February 6 titled Awash in Liquidity Please consider becoming a paid subscriber, or if you are an institutional client, on boarding us to your research platform to read our full note and gain access to our client presentation, measures of risk and valuation, recommended reading list and additional products. If you would like a 30-day free trial or would like to discuss our resear...
Feb 08, 2021•15 min
Underlying instability, biased priors and a bogus narrative, convexity kills and the strong cycle limits downside risk Today’s podcast focuses on our note released January 30 note titled When Will the Game Stop Please consider becoming a paid subscriber, or if you are an institutional client, on boarding us to your research platform to read our full note and gain access to our client presentation, measures of risk and valuation, recommended reading list and additional products. If you would like...
Feb 01, 2021•16 min
Rallying for the wrong reason, not surprising earnings surprise, the cycle and policy Today’s podcast focuses on our note released January 23 note titled You Need to Lend it and Spend it Please consider becoming a paid subscriber, or if you are an institutional client, on boarding us to your research platform to read our full note and gain access to our client presentation, measures of risk and valuation, recommended reading list and additional products. If you would like a 30-day free trial or ...
Jan 25, 2021•13 min
A mini-real rate shock, the Biden fair deal, the trade war recession and inflation dynamics Today’s podcast focuses on our note released January 16 note titled Policy Tremors Please consider becoming a paid subscriber, or if you are an institutional client, on boarding us to your research platform to read our full note and gain access to our client presentation, measures of risk and valuation, recommended reading list and additional products. If you would like a 30-day free trial or would like t...
Jan 19, 2021•15 min
Fiscal Frenzy, Lockdown Labor Market, Election Optimism, Strategy vs Tactics Today’s podcast focuses on our note released January 9 note titled Is TCJA Toast? Please consider becoming a paid subscriber, or if you are an institutional client, on boarding us to your research platform to read our full note and gain access to our client presentation, measures of risk and valuation, recommended reading list and additional products. If you would like a 30-day free trial or would like to discuss our re...
Jan 11, 2021•14 min
Reconciliation, Retroactivity and back-to-work momentum returns Today’s podcast focuses on our note released December 31 titled The President's Gambit Please consider becoming a paid subscriber, or if you are an institutional client, on boarding us to your research platform to read our full note and gain access to our client presentation, measures of risk and valuation, recommended reading list and additional products. If you would like a 30-day free trial or would like to discuss our research w...
Jan 04, 2021•11 min
Stimulus disruption, capex recovery, jobless claims seasonality, and reflation Today’s podcast focuses on our note released Dec 24 titled Fiscal Follies . With the publication of that note we also unrestricted access to the first of our three-part outlook series, 2021 Outlook: Creative Destruction . Here is an interview from Yahoo Finance TV this morning with updated thoughts on public policy risk following the signing of the omnibus spending bill Sunday. Please consider becoming a paid subscrib...
Dec 28, 2020•12 min
B.C. (Before Covid), regulatory policy worsened the panic, dynamism, the recovery playbook and the wall of worry The final note of our three-part outlook notes is outside the paywall, we encourage you to read and share the note, The Unforgettable Year in Review Please consider becoming a paid subscriber, or if you are an institutional client, on boarding us to your research platform to read our full note and gain access to our client presentation, measures of risk and valuation, recommended read...
Dec 21, 2020•6 min
Why we suggest spending 10-15 minutes every Monday morning listening to the Ironsides Macroeconomics LLC ‘It’s Never Different This Time’ weekly podcast Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] https://ironsidesmacro.substack.com https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional communication has been prepared by Ironsides Macroeconomics LLC (“Ironsides Macroeconomics”) for your informational...
Dec 16, 2020•3 min
Echoes of '60s policy mistakes, Schumpeter's Gale, Capital for Labor, Deglobalization and the End of the 39-Year Bond Bull Market Please consider becoming a paid subscriber, or if you are an institutional client, on boarding us to your research platform to read our full note and gain access to our client presentation, measures of risk and valuation, recommended reading list and additional products. If you would like a 30-day free trial or would like to discuss our research with me directly, plea...
Dec 14, 2020•13 min
Three Tailwinds and Looming Policy Risks Please consider becoming a paid subscriber, or if you are an institutional client, on boarding us to your research platform to read our full note and gain access to our client presentation, measures of risk and valuation, recommended reading list and additional products. If you would like a 30-day free trial or would like to discuss our research with me directly, please email [email protected]. Click below for details, for individual subscription...
Dec 07, 2020•14 min
The manufacturing and capex recovery continues Please consider becoming a paid subscriber, or if you are an institutional client, on boarding us to your research platform to read our full note and gain access to our client presentation, measures of risk and valuation, recommended reading list and additional products. If you would like a 30-day free trial or would like to discuss our research with me directly, please email [email protected]. Click below for details, for individual subscr...
Nov 30, 2020•9 min
Fed resistance to repurposing taxpayer funds, Gig workers go back to work and cyclicals continue to outperform Please consider becoming a paid subscriber, or if you are an institutional client, on boarding us to your research platform to read our full note and gain access to our client presentation, measures of risk and valuation, recommended reading list and additional products. If you would like a 30-day free trial or would like to discuss our research with me directly, please email bcknapp@ir...
Nov 23, 2020•16 min
