Podcast: Tax and Spend
Reflation & recovery, tax & spend, fade the Fed reactionCNBC Reflation & RecoveryFigure 2: The recovery of import prices began with détente in the Trump trade war and has continued through the pandemi...
21 Sep 202010min
Podcast: 2020 QE is Different this Time
Skew collapses as Nasdaq positions get rinsed, banks are flush & inflation awakensPlease listen to our podcast for a summary of the latest weekly note 2020 QE is Different this TimeFigure 2: Most inve...
14 Sep 202015min
Podcast: A Whale of a Short Gamma Position
The Nasdaq whale, fiscal cliff that wasn't and a week of mostly chartsPlease listen to our podcast for a summary of the latest weekly note A Whale of a Short Gamma PositionFigure 12: The spread betwee...
8 Sep 202011min
Podcast: Economists against FANG
The Fed scraps the Phillips Curve, inflation expectations rising and the case for anti-trustBloomberg TV: "The market continues to defy us and just grind higher"Please listen to our podcast for a summ...
31 Aug 20208min
Podcast: Reflation
The folly of collectivism, reflation, small business credit supply and real rate riskI will be appearing on Bloomberg TV with Jonathan Ferro at 9:30 AM EST on MondayPlease listen to our podcast for a ...
17 Aug 202013min
Podcast: A Real (Rate) Shocker
Macro momentum & pandemic progress offset policy stumbles, real rate reversal risk, and the labor market recovery continues unabatedPlease listen to our podcast for a summary of the latest weekly note...
10 Aug 202011min
Podcast: The Lack of a Credible Plan
Here is our appearance this morning on CNBC:https://www.cnbc.com/video/2020/08/03/ironsides-barry-knapp-on-tech-macro-trends-that-began-pre-coronavirus.htmlThe 4th industrial revolution, reduce risk, ...
3 Aug 202011min
Podcast: Rational Expectations
Micro to macro, high powered money, the tech wreck, Keynesian stimulus and herd immunityPlease listen to our podcast for a summary of the latest weekly note Rational Expectations I will be appearing o...
27 Jul 202012min
