Ironsides Macroeconomics 'It's Never Different This Time'
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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 …
Barry C. Knapp
Sep 14
Skew collapses as Nasdaq positions get rinsed, banks are flush & inflation awakens
Barry C. Knapp
Sep 12
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
Sep 8
The Nasdaq whale, fiscal cliff that wasn't and a week of mostly charts
Barry C. Knapp
Sep 5
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
Aug 31
The Fed scraps the Phillips Curve, inflation expectations rising and the case for anti-trust
Barry C. Knapp
Aug 29
Our responses
Barry C. Knapp
Aug 25
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
Aug 22
Podcast: ReflationListen now (13 min) | The folly of collectivism, reflation, small business credit supply and real rate risk I will be appearing on Bloomberg TV with Jo…
Barry C. Knapp
Aug 17
The folly of collectivism, reflation, small business credit supply and real rate risk
Barry C. Knapp
Aug 15
Podcast: A Real (Rate) ShockerListen now (11 min) | Macro momentum & pandemic progress offset policy stumbles, real rate reversal risk, and the labor market recovery continues unaba…
Barry C. Knapp
Aug 10
Macro momentum & pandemic progress offset policy stumbles, real rate reversal risk, and the labor market recovery continues unabated
Barry C. Knapp
Aug 8
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