Ironsides Macroeconomics 'It's Never Different This Time'
Barry C. KnappMacroeconomic and public policy strategy ironsidesmacro.substack.com
| Publishes | Infrequently | Episodes | 197 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
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Latest Episodes
Note: We only made one video this week, consequently free subscribers are also receiving the long form version. Please consider supporting our work.
Executive Summary
We see the case for further Fed tightening weakening as inflation and wage measur... more
Note: Both introductory and paid subscribers are receiving the same video summary this week, we did not have time to record an abbreviated version. If you find the content helpful to your investment process, please consider subscribing. We are always... more
This is a video summary of our January 17 note, The Dog That Didn’t Bite
Ironsides Macroeconomics ‘It’s Never Different This Time’ is a reader-supported publication. To receive posts and support our work, consider becoming a paid subscriber.
Barry ... more
This is a video summary of our January 3 note, Merry New Year, we are making this available to free subscribers this morning.
Ironsides Macroeconomics 'It's Never Different This Time' is a reader-supported publication. To receive new posts and suppo... more
This is a video summary covering our annual thematic note released December 18, Macro Themes: Reversing Financial Statism and a second note covering last week’s employment and inflation data released on December 19, Asterisk Economics
Barry C. Knapp... more
Note: We had an issue with the audio in our earlier post, apologies
This video is offered to all subscribers, it summarizes our September 29 note, Run it Hot. For those of you who are not yet paid subscribers it is intended to provide a preview of t... more
This is a video summary of our September 19 note, The Road to Redemption
Ironsides Macroeconomics 'It's Never Different This Time' is a reader-supported publication. To receive new posts and support my work, consider becoming a paid subscriber.
Bar... more
This is a video summary of our weekly note, Disinflation Resumption, this has been released to both paid and introductory subscribers, for more information please check out the following link:
Barry C. Knapp
Managing Partner
Director of Research
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Frequently Asked Questions About This Podcast
What is This Podcast about and what kind of topics does it cover?
This show concentrates on macroeconomic strategy, with a strong emphasis on fixed income, equities, and policy signals. Across recent episodes, the host (a long-running macro strategist) dissects inflation dynamics, Treasury markets, and the interplay between government policy, fiscal moves, and financial conditions. Viewers can expect data-driven risk management guidance, tactical positioning for multi-asset portfolios, and occasional notes on AI-driven demand and infrastructure spending as themes that could influence asset allocation. The discussion tends to blend rigorous market analysis with prudent caution, often highlighting cash as a hedge and offering framework-driven approaches for subscribers and clients. A recurring thread is the... more
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this podcast launched 7 years ago and published 197 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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