Ironsides Macroeconomics 'It's Never Different This Time'

This audio summarizes our May 20 note, Liquidity Climate Change Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 bcknapp@ironsidesmacro.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 purposes only. This mate...

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 a look. Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 bcknapp@ironsidesmacro.com https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional communication has been prepared by Ironsides Macroe...

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 together in support of causes that expand educational opportunities for students. I wanted to share the impressive agenda for the 3 rd annual event, taking place on June 7 th in NYC. It should be an excellent day of content and interaction as we support ed...

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 together in support of causes that expand educational opportunities for students. I wanted to share the impressive agenda for the 3 rd annual event, taking place on June 7 th in NYC. It should be an excellent day of content and interaction as we support ed...

This 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 bcknapp@ironsidesmacro.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 purposes only. This material...

This 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 bcknapp@ironsidesmacro.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 purposes o...

Macro 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 bcknapp@ironsidesmacro.com https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional communication has been prepared by Ironsides Macroeconomics LLC (“Iro...

The 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 inf...

Important 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 bcknapp@ironsidesmacro.com https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional communication has been prep...

This audio recap focuses on our November 19 note, Ebenezer Powell Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 bcknapp@ironsidesmacro.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 purposes only. This ma...

This audio recap focuses on our November 19 note, Talking Tough Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 bcknapp@ironsidesmacro.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 purposes only. This mate...

This audio recap focuses on our November 12 note, Governance Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 bcknapp@ironsidesmacro.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 purposes only. This materia...

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 bcknapp@ironsidesmacro.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 purposes only. This mat...

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 Resea...

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 bcknapp@ironsidesmacro.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 purposes only. This mater...

This audio recap focuses on our July 9 note, Convergence Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 bcknapp@ironsidesmacro.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 purposes only. This material is...

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 bcknapp@ironsidesmacro.com https://www.linkedin.com/in/ba...

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 bcknapp@ironsidesmacro.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 purposes onl...

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 bcknapp@ironsidesmacro.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 p...

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 bcknapp@ironsidesmacro.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 purposes...

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 bcknapp@ironsidesmacro.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 purposes only. This mate...

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 bcknapp@ironsidesmacro.com https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional communicatio...

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 bcknapp@ironsidesmacro.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 purposes only. This ma...

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 bcknapp@ironsidesmacro.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 purpose...

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 bcknapp@ironsidesmacro.com https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional communication has been prepared by Ironsides Macroeconomi...