Ironsides Macroeconomics 'It's Never Different This Time'

By Barry C. Knapp

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Category: Investing

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Episodes: 183

Description

Macroeconomic and public policy strategy

ironsidesmacro.substack.com

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