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Episode | Date |
---|---|
Stag Week
|
Mar 18, 2024 |
The Year in Review: 5% or Bust
|
Dec 26, 2023 |
Growth Scare Ahead
|
Nov 27, 2023 |
Demonetization
|
Oct 23, 2023 |
Productivity & Policy: Jackson Hole Review
|
Aug 29, 2023 |
Tightening Financial Conditions
|
Aug 22, 2023 |
A Real Bear Steepener
|
Aug 08, 2023 |
Housing is Not Yet in Balance
|
Aug 02, 2023 |
Unstable Equilibrium
|
Jul 25, 2023 |
The Path from 9 to 3, now what?
|
Jul 17, 2023 |
PTSD or Productivity Boom
|
Jul 05, 2023 |
Shouldn't Call it a Skip
|
Jun 20, 2023 |
Liquidity Climate Change
|
May 23, 2023 |
The Fed's Trilemma
|
May 16, 2023 |
Do No Harm
|
May 09, 2023 |
The Dog That Didn’t Bite
|
May 02, 2023 |
It’s What They Pay
|
Apr 25, 2023 |
Malinvestment Bust in Silicon Valley
|
Mar 13, 2023 |
Inflation Mythology
|
Feb 13, 2023 |
Cyclical Stocks to Outperform as Inflation Drops to 3.5%: Barry Knapp’s 2023 Outlook
|
Jan 10, 2023 |
Audio: 2023 Outlook
|
Dec 05, 2022 |
Audio: Ebenezer Powell
|
Nov 28, 2022 |
Talking Tough
|
Nov 21, 2022 |
Audio: Governance
|
Nov 14, 2022 |
Audio: Three Questions
|
Nov 07, 2022 |
Audio Crunch Time
|
Oct 31, 2022 |
Audio: FOMC Stress Test
|
Jul 18, 2022 |
Audio: Convergence
|
Jul 11, 2022 |
Audio: 2H22 Outlook: Mostly, They Made it Worse
|
Jul 05, 2022 |
Audio: Real, Not Nominal, Recessions
|
Jun 27, 2022 |
Audio: Markets Fix Problems Policymakers Create
|
Jun 22, 2022 |
Audio: Inflation Lights a Political Fire
|
Jun 13, 2022 |
Audio: The Third Variable
|
Jun 06, 2022 |
Audio: The Misunderstood Macro Environment
|
May 31, 2022 |
Audio: The Despair Stage
|
May 23, 2022 |
Audio: A Liquidity, not a Credit, Cycle
|
May 16, 2022 |
Audio: Valuation Comeuppance
|
May 09, 2022 |
Audio: Relief Rally
|
May 02, 2022 |
Audio: Returnless Risk
|
Apr 25, 2022 |
Audio: Peak Goods Prices, Services Still Rising
|
Apr 18, 2022 |
Audio: The Politics of Inflation
|
Apr 11, 2022 |
Audio: Inflation Backwardation
|
Apr 04, 2022 |
Audio: Q2 Outlook: Policy vs Productivity
|
Mar 28, 2022 |
Audio: The Road to Redemption
|
Mar 21, 2022 |
Audio: Federalies Time
|
Mar 14, 2022 |
Audio: King Dollar
|
Mar 07, 2022 |
Audio: Deglobalization
|
Feb 28, 2022 |
Audio Summary: Retest
|
Feb 22, 2022 |
Audio: The Fed is a Slow Follower
|
Feb 14, 2022 |
Audio: The Battle Over the Balance Sheet
|
Feb 08, 2022 |
Audio: Appropriate Adjustment
|
Jan 31, 2022 |
Correction Audio: Bills Only Policy
|
Jan 24, 2022 |
Audio: Earnings Good, Fed Bad
|
Jan 18, 2022 |
Audio Summary: Abby Normal
|
Jan 10, 2022 |
Audio: Just in Case
|
Jan 03, 2022 |
Audio of 2021: The Year in Review
|
Dec 20, 2021 |
Audio: Macro Themes for the '20s Cycle
|
Dec 13, 2021 |
Audio Summary: 2022 Outlook
|
Dec 06, 2021 |
Endemic or Return to the Pandemic?
|
Nov 29, 2021 |
Audio: Dropping Dynamite in the Ocean
|
Nov 22, 2021 |
Audio Summary: Straight to the '70s?
|
Nov 15, 2021 |
Audio Summary: Credibility
|
Nov 08, 2021 |
Audio: The Ironic Word of the Year
|
Nov 01, 2021 |
Audio Summary: Handcuffed
|
Oct 25, 2021 |
Audio Summary: Power to the People
|
Oct 18, 2021 |
Audio: Nothing is Resolved or Fully Priced
|
Oct 11, 2021 |
Audio Summary: Risk Off
|
Oct 04, 2021 |
Audio Summary: Inflections
|
Sep 27, 2021 |
Audio Summary: The Bill Comes Due
|
Sep 20, 2021 |
Audio Summary: Policy Tightening
|
Sep 13, 2021 |
Audio Summary: Labor Bottlenecks
|
Sep 07, 2021 |
Audio Summary: QE Not4ever
|
Aug 30, 2021 |
Audio Summary: Long and Variable Lags
|
Aug 23, 2021 |
Audio Summary: The Upside Down
|
Aug 16, 2021 |
Audio: An Update from the Road
|
Aug 09, 2021 |
Audio Summary: Progress
|
Aug 02, 2021 |
Audio: The Liquidity Tsunami
|
Jul 26, 2021 |
Audio Summary: 2H21 Outlook
|
Jul 19, 2021 |
Summary: Command and Control
|
Jul 12, 2021 |
Summary: The Global Labor Supply Shock is Over
|
Jul 06, 2021 |
Podcast: Better Left Unsaid
|
Jun 28, 2021 |
Podcast: Bullard Knows Something
|
Jun 21, 2021 |
Podcast: Borrow Now or Borrow Later
|
Jun 14, 2021 |
Podcast: Future Shock
|
Jun 07, 2021 |
Podcast: Accelerating Capital Investment
|
Jun 01, 2021 |
Podcast: Follow the Money
|
May 24, 2021 |
Podcast: Inflation: Making Sure "It" Does Happen Here
|
May 17, 2021 |
Podcast: Partial Yield Curve Control
|
May 10, 2021 |
Podcast: Substantial Further Progress
|
May 03, 2021 |
Podcast: Das Kapital
|
Apr 26, 2021 |
Podcast: Ready to Rip
|
Apr 19, 2021 |
Podcast: Inflation, Margins, Earnings & Business Cycles
|
Apr 12, 2021 |
Podcast: A Good Friday for Jobs, not for Bonds
|
Apr 05, 2021 |
Pandemic Effects Podcast
|
Mar 29, 2021 |
Podcast: Nationalized Banking
|
Mar 22, 2021 |
Podcast: 2Q21 Outlook: Room to Run
|
Mar 15, 2021 |
Bretton Woods II Podcast
|
Mar 08, 2021 |
Podcast: Fiscal Dominance Rate Regime
|
Mar 01, 2021 |
Podcast: Don't Fade the Reopening
|
Feb 22, 2021 |
Podcast: Pandemic Relief and the Debt Hangover
|
Feb 16, 2021 |
Podcast: Awash in Liquidity
|
Feb 08, 2021 |
Podcast: When Will the Game Stop
|
Feb 01, 2021 |
Podcast: You Need to Lend it and Spend it
|
Jan 25, 2021 |
Podcast: Policy Tremors
|
Jan 19, 2021 |
Podcast: Is TCJA Toast?
|
Jan 11, 2021 |
The President's Gambit Podcast
|
Jan 04, 2021 |
Fiscal Follies Podcast
|
Dec 28, 2020 |
Podcast: The Unforgettable Year in Review
|
Dec 21, 2020 |
Ironsides Macro Podcast Trailer
|
Dec 16, 2020 |
Podcast: Macro Themes for 2021 & Beyond
|
Dec 14, 2020 |
Podcast: 2021 Outlook: Creative Destruction
|
Dec 07, 2020 |
The Week in Pictures Podcast
|
Nov 30, 2020 |
Podcast: Rule 405
|
Nov 23, 2020 |
Podcast: This is the End
|
Nov 16, 2020 |
Podcast: The Not So Commanding Heights
|
Nov 09, 2020 |
Podcast: Be Greedy When Others are Fearful
|
Nov 02, 2020 |
Over? Did you say over?
|
Oct 26, 2020 |
Reconciliation Podcast
|
Oct 19, 2020 |
Podcast: Let's be Independent Together
|
Oct 12, 2020 |
Podcast: The Home Stretch
|
Oct 05, 2020 |
Podcast: It's Still Early
|
Sep 28, 2020 |
Podcast: Tax and Spend
|
Sep 21, 2020 |
Podcast: 2020 QE is Different this Time
|
Sep 14, 2020 |
Podcast: A Whale of a Short Gamma Position
|
Sep 08, 2020 |
Podcast: Economists against FANG
|
Aug 31, 2020 |
Podcast: Reflation
|
Aug 17, 2020 |
Podcast: A Real (Rate) Shocker
|
Aug 10, 2020 |
Podcast: The Lack of a Credible Plan
|
Aug 03, 2020 |
Podcast: Rational Expectations
|
Jul 27, 2020 |
Podcast: The 'Y' Shaped Recovery
|
Jul 20, 2020 |
Podcast: The Resurgence Scare
|
Jul 13, 2020 |
Podcast: The Extended Order
|
Jun 22, 2020 |
Podcast: When Policy Turns Counterproductive
|
Jun 16, 2020 |
Podcast: The Recession is Over. Long Live the Recovery!
|
Jun 08, 2020 |
Please Leave the Markets Alone Podcast
|
Jun 01, 2020 |
Escape from New York
|
May 26, 2020 |
Schumpeter's Gale Podcast
|
May 18, 2020 |
Seeing is Believing Podcast
|
May 11, 2020 |
The Best a Bond Can Get Podcast
|
May 04, 2020 |
The Corona Recovery Playbook Podcast
|
Apr 27, 2020 |
Podcast: Liquidity, Solvency and Resiliency
|
Apr 20, 2020 |
It's all about the Denominator Podcast
|
Apr 13, 2020 |
Bank Repression Podcast
|
Mar 09, 2020 |
GI Joe with the Kung Fu Grip Podcast
|
Mar 02, 2020 |
The Sanderviks Tail Risk Podcast
|
Feb 23, 2020 |
A Cyclical Increase in Inflation Podcast
|
Feb 17, 2020 |
Podcast: Intangible Investment Yields Tangible Results
|
Feb 10, 2020 |
Podcast: Trend growth is better than you think
|
Feb 03, 2020 |
Communication Challenge Podcast
|
Jan 27, 2020 |
Chinese Liberalization Podcast
|
Jan 21, 2020 |
The More Things Change
|
Jan 13, 2020 |
2019: The Year in Review Podcast
|
Dec 23, 2019 |
Macro Trends for 2020 & Beyond Podcast
|
Dec 16, 2019 |
Podcast: 2020 Outlook: Part One
|
Dec 09, 2019 |
Podcast: Central Committee Pressure Builds
|
Nov 25, 2019 |
Podcast: 2020 Taxpayer Revolt?
|
Nov 18, 2019 |
Operation Reverse Twist Podcast
|
Nov 11, 2019 |
The Asymmetric Repo Man Podcast
|
Nov 04, 2019 |
Podcast: Breakout Ahead
|
Oct 28, 2019 |
Podcast: QE4 & the Dollar Shortage
|
Oct 21, 2019 |
Easy Money Podcast
|
Oct 14, 2019 |
Podcast: When the Chaos Hit the Fan
|
Oct 07, 2019 |
Podcast: Capitalism, Socialism and Mercantilism
|
Sep 30, 2019 |
Podcast: Hanging Around the Highs
|
Sep 23, 2019 |
Podcast: Regime Change
|
Sep 16, 2019 |
Podcast: Payrolls & The Convexity Comeback
|
Sep 09, 2019 |
Podcast: The Mix Matters
|
Sep 03, 2019 |
Podcast: Yield Curve to the World
|
Aug 19, 2019 |
Over? Did you say over? Weekly Podcast
|
Aug 12, 2019 |
Tipping Point: Time to Cut Risk Podcast
|
Aug 05, 2019 |
Currency War Détente Podcast
|
Jul 29, 2019 |
Micro to Macro Podcast
|
Jul 22, 2019 |
Moving the Goal Posts Podcast
|
Jul 15, 2019 |
The Dynamic US Economy Podcast
|
Jul 08, 2019 |
Another Great Leap Forward Podcast
|
Jul 01, 2019 |
The Fed Sideshow Podcast
|
Jun 24, 2019 |
It's the Economy, Xi: Weekly Podcast
|
Jun 17, 2019 |
Volatility of Volatility Podcast
|
Jun 10, 2019 |
Policy Interventionism Podcast
|
Jun 02, 2019 |
Podcast - Still Hearing Echoes
|
May 28, 2019 |
Podcast: How You Doing Joe 6-Pack?
|
May 20, 2019 |
Beggar Thy Neighbor II Audio
|
May 13, 2019 |
The Contrarian Investor Podcast: Pilot
|
Apr 04, 2019 |