Ironsides Macroeconomics 'It's Never Different This Time'

A new paradigm, choking on supply, the employment mandateToday’s podcast focuses on our February 27 note titled Fiscal Dominance Rate RegimeHere is the link to the Ironsides Macroeconomics LLC YouTube...

1 Maalis 202114min

Population immunity, a real rate supply shock, economic momentum & corporate confidenceToday’s podcast focuses on our note released February 20 titled Don't Fade the ReopeningHere is the link to the I...

22 Helmi 202118min

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 ...

16 Helmi 202115min

Fiscal calculus, TGA & QE, the work week surge and reflation game onToday’s podcast focuses on our note released February 6 titled Awash in LiquidityPlease consider becoming a paid subscriber, or if y...

8 Helmi 202114min

Underlying instability, biased priors and a bogus narrative, convexity kills and the strong cycle limits downside riskToday’s podcast focuses on our note released January 30 note titled When Will the ...

1 Helmi 202116min

Rallying for the wrong reason, not surprising earnings surprise, the cycle and policyToday’s podcast focuses on our note released January 23 note titled You Need to Lend it and Spend itPlease consider...

25 Tammi 202113min

A mini-real rate shock, the Biden fair deal, the trade war recession and inflation dynamicsToday’s podcast focuses on our note released January 16 note titled Policy TremorsPlease consider becoming a ...

19 Tammi 202114min

Fiscal Frenzy, Lockdown Labor Market, Election Optimism, Strategy vs TacticsToday’s podcast focuses on our note released January 9 note titled Is TCJA Toast?Please consider becoming a paid subscriber,...

11 Tammi 202114min