The Contrarian Investor Podcast: Pilot

The Contrarian Investor Podcast: Pilot

Nathaniel E. Baker and I on April 2nd recorded the pilot episode of his podcast series: The Contrarian Investor.We discussed the yield curve, the market’s misreading of the March FOMC meeting, the outlook for domestic and global growth and investing in banks, small caps and Treasury bear steepeners.Barry C. KnappManaging PartnerIronsides Macroeconomics LLC908-821-7584https://www.linkedin.com/in/barry-c-knapp/@barryknappFor disclosures please see our note ‘Fade the Fed’ This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit ironsidesmacro.substack.com/subscribe

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Avsnitt(182)

The Year in Review: 5% or Bust

The Year in Review: 5% or Bust

This audio summarizes our annual year-in-review note dated December 24, The Year in Review: 5% or BustBarry C. KnappManaging PartnerDirector of ResearchIronsides Macroeconomics LLC908-821-7584bcknapp@...

26 Dec 202310min

Growth Scare Ahead

Growth Scare Ahead

This audio summarizes our November 25 note, Growth Scare AheadBarry C. KnappManaging PartnerDirector of ResearchIronsides Macroeconomics LLC908-821-7584bcknapp@ironsidesmacro.comhttps://www.linkedin.c...

27 Nov 20238min

Demonetization

Demonetization

This audio summarizes our October 21 note, Demonetization.Barry C. KnappManaging PartnerDirector of ResearchIronsides Macroeconomics LLC908-821-7584bcknapp@ironsidesmacro.comhttps://www.linkedin.com/i...

23 Okt 202317min

Productivity & Policy: Jackson Hole Review

Productivity & Policy: Jackson Hole Review

This audio summarizes our August 28 note, Productivity & Policy: Jackson Hole ReviewBarry C. KnappManaging PartnerDirector of ResearchIronsides Macroeconomics LLC908-821-7584bcknapp@ironsidesmacro.com...

29 Aug 20239min

Tightening Financial Conditions

Tightening Financial Conditions

This audio summarizes our August 19 note, Tightening Financial ConditionsBarry C. KnappManaging PartnerDirector of ResearchIronsides Macroeconomics LLC908-821-7584bcknapp@ironsidesmacro.comhttps://www...

22 Aug 202314min

A Real Bear Steepener

A Real Bear Steepener

A Real Bear SteepenerBarry C. KnappManaging PartnerDirector of ResearchIronsides Macroeconomics LLC908-821-7584bcknapp@ironsidesmacro.comhttps://www.linkedin.com/in/barry-c-knapp/@barryknappThis insti...

8 Aug 202312min

Housing is Not Yet in Balance

Housing is Not Yet in Balance

This audio summarizes our July 31 note, Housing is Not Yet in BalanceBarry C. KnappManaging PartnerDirector of ResearchIronsides Macroeconomics LLC908-821-7584bcknapp@ironsidesmacro.comhttps://www.lin...

2 Aug 202311min

Unstable Equilibrium

Unstable Equilibrium

This audio summarizes our July 22 note, Unstable EquilibriumBarry C. KnappManaging PartnerDirector of ResearchIronsides Macroeconomics LLC908-821-7584bcknapp@ironsidesmacro.comhttps://www.linkedin.com...

25 Juli 202314min

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