This 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 should they be co...
Nov 14, 2022•14 min
This 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 should they b...
Nov 07, 2022•15 min
What 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.linkedin.com/in...
Oct 31, 2022•17 min
This 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 should they be ...
Jul 18, 2022•15 min
This 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 they be constr...
Jul 11, 2022•9 min
This 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 Ironsides Macroeconom...
Jul 05, 2022•9 min
This 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 to be, nor sh...
Jun 27, 2022•13 min
This 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 not intended to...
Jun 22, 2022•11 min
This 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 intended to be, no...
Jun 13, 2022•14 min
This 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 should they be...
Jun 06, 2022•15 min
Today’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 your informatio...
May 31, 2022•16 min
Today’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 should they ...
May 23, 2022•10 min
Today’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 intended to be, n...
May 16, 2022•14 min
Today’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 material is for illus...
May 09, 2022
Today’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 for illustratio...
May 02, 2022
Today’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 is for illustra...
Apr 25, 2022•14 min
Today’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 purposes only. This...
Apr 18, 2022•17 min
Today’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 illustration and discu...
Apr 11, 2022•10 min
Special 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 now Fo...
Apr 04, 2022•13 min
Today’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 Macroeconomics LLC (“Iro...
Mar 28, 2022•12 min
Today’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 illustration and discuss...
Mar 21, 2022•13 min
We 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’t hav...
Mar 14, 2022•18 min
Today’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 discussion pur...
Mar 07, 2022•17 min
Today’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 illustration and discus...
Feb 28, 2022•13 min
This 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 purposes only. ...
Feb 22, 2022•16 min
Today’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 Macroeconomics”...
Feb 14, 2022•14 min
Today’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 (“Ironsides Macroecon...
Feb 08, 2022•14 min
Please excuse my date confusion, it was Sunday January 30th when this was recorded Today’s audio recap focuses on our January 29 note, Appropriate Adjustment Here is the link to the Ironsides Macroeconomics LLC YouTube channel, today’s video will be posted Monday following the release of this podcast. 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 M...
Jan 31, 2022
My sincerest apologies, here is the correct audio Today’s audio recap focuses on our January 22 note, Bills Only Policy Here is the link to the Ironsides Macroeconomics LLC YouTube channel, today’s video will be posted Monday following the release of this podcast. 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 bcknapp...
Jan 24, 2022•13 min
Today’s audio recap focuses on our January 8 note, Earnings Good, Fed Bad Here is the link to the Ironsides Macroeconomics LLC YouTube channel, today’s video will be posted Monday following the release of this podcast. 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/i...
Jan 18, 2022•13 min