This is an audio summary of our September 14 note, Under Promising Everyone, including those of you only receiving the introductory notes and abbreviated audio and/or video summaries, is getting the full summary this week due in part to our travel schedule. If you are not a full subscriber, please consider coming on board. Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics...

This is an audio summary of our August 3 note, Dynamism Destruction, it is outside the paywall. For those who are not full subscribers, here is how you can become one: Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] 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 video summarizes our July 31 note titled Labor Demand Convexity We removed the paywall on this video, to read all of our notes, receive our full audio summaries and for access to client chat for instant reactions to FOMC meetings, employment reports and other macro events, see subscriber information here: Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This...

This audio summarizes our note dated March 16, Stag Week Note: The entire audio summary is outside the paywall this week, if you like it and are a free subscriber, please consider becoming an Ironsides Macro client. Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] https://www.linkedin.com/in/barry-c-knapp/ @barryknapp This institutional communication has been prepared by Ironsides Macroeconomics LLC (“Ironsides...

This audio summarizes our annual year-in-review note dated December 24, The Year in Review: 5% or Bust Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] 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 for illustration and discussion purposes only and...

This audio summarizes our November 25 note, Growth Scare Ahead Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] 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 for illustration and discussion purposes only and are not intended to be, nor should they...

This audio summarizes our October 21 note, Demonetization. Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] 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 for illustration and discussion purposes only and are not intended to be, nor should they be...

This audio summarizes our August 28 note, Productivity & Policy: Jackson Hole Review Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] 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 for illustration and discussion purposes only and are not...

This audio summarizes our August 19 note, Tightening Financial Conditions Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] 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 for illustration and discussion purposes only and are not intended to be, nor...

A Real Bear Steepener Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] 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 for illustration and discussion purposes only and are not intended to be, nor should they be construed as financial, legal, tax or...

This audio summarizes our July 31 note, Housing is Not Yet in Balance Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] 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 for illustration and discussion purposes only and are not intended to be, nor...

This audio summarizes our July 22 note, Unstable Equilibrium Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] 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 for illustration and discussion purposes only and are not intended to be, nor should they be...

This audio summarizes our July 15 note, The Path from 9 to 3, now what? Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] 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 for illustration and discussion purposes only and are not intended to be, nor...

This audio summarizes our July 2 note, PTSD or Productivity Boom Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] 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 for illustration and discussion purposes only and are not intended to be, nor should...

This audio summarizes our June 17 note, Shouldn't Call it a Skip Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] 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 for illustration and discussion purposes only and are not intended to be, nor should...

This audio summarizes our May 20 note, Liquidity Climate Change Barry C. Knapp Managing Partner Director of Research Ironsides Macroeconomics LLC 908-821-7584 [email protected] 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 for illustration and discussion purposes only and are not intended to be, nor should they...

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 [email protected] 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...

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 3rd annual event, taking place on June 7th in NYC. It should be an excellent day of content and interaction as we support education.  Please reach out with any questions around attending or becoming a sponsor.  This audio...

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 3rd annual event, taking place on June 7th in NYC. It should be an excellent day of content and interaction as we support education.  Please reach out with any questions around attending or becoming a sponsor.  This audio...

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 [email protected] 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 for illustration and discussion purposes only and are not intended to be, nor should they be...

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 [email protected] 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 for illustration and discussion purposes only and are not intended to be,...

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 [email protected] 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 for illustration...

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 inflation to drop to 3.5% by the second half of the year. Content Highlights * Inflationary...