Podcast: 2020 QE is Different this TimeListen now (15 min) | Skew collapses as Nasdaq positions get rinsed, banks are flush & inflation awakens Please listen to our podcast for a summary of the latest weekly note 2020 QE is Different this Time Figure 2: Most investors think of skew (the premium for out-of-the-money o…
Skew collapses as Nasdaq positions get rinsed, banks are flush & inflation awakens
Barry C. Knapp
Podcast: A Whale of a Short Gamma PositionListen now (11 min) | The Nasdaq whale, fiscal cliff that wasn't and a week of mostly charts Please listen to our podcast for a summary of the latest w…
Barry C. Knapp
The Nasdaq whale, fiscal cliff that wasn't and a week of mostly charts
Barry C. Knapp
Podcast: Economists against FANGListen now (8 min) | The Fed scraps the Phillips Curve, inflation expectations rising and the case for anti-trust Bloomberg TV: "The market continues t…
Barry C. Knapp
The Fed scraps the Phillips Curve, inflation expectations rising and the case for anti-trust
Barry C. Knapp
Our responses
Barry C. Knapp
A Preview of the '20s, the inevitability of the pandemic spread, no change in our economic outlook and do low rates cause increased market concentration
Barry C. Knapp
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Ironsides Macroeconomics 'It's Never Different This Time'